Mortgage Manager Playbook | Podcast on RSS.com

Mortgage Manager Playbook

Mortgage Manager Playbook

by Pat Sherlock

Entrepreneurship Marketing

Build a Book that Stays: Turning One-Time Client into Lifetime Revenue

Brian Koss, Regional Manager, Movement Mortgage. Key Highlights: 80% of borrowers forget their loan officer within 2-3 years; generic drip campaigns are dead; your database is either an annuity or a graveyard; and the best loan officers don’t sell loans—they manager debt for life.

Building a Future Mortgage Company

Jay Promisco, CEO, GO Mortgage. Key Highlights: the old mortgage model is dying; AI won’t fix a broken company; the loan officer of the future is an influencer and relationship builder; the next cycle will reward profitability over volume; and sales leaders need to simplify.

Episode 316: Turning Customer Experience into Revenue: Lessons from Secret Shopping

Tom Finnegan, Principal, Stratmor Group. Key highlights: secret shopping reveals the real customer experience; lack of follow-up is a key problem; too many LOs are order takers instead of consultants; speed matters; and customer experience is now a competitive advantage.

Episode 315: 2026 Trends in Production

Dave Savage, Chief Growth Officer, TrustEngine & Founder, Mortgage Coach. Key Highlights: the game has shifted from transactional to advisory; consistency separates the Top 1%; prospecting wins before Noon; technology adoption is a mindset, not an age issue; and your database is still the #1 growth asset.

Episode 314: Paradox of the P&L Management

Stephen Moye, Producing Sales Mgr/Sr. Loan Officer, New American Funding. Key Highlights include: ownership is often given without readiness; production skill does not equal operational leadership; ownership is a trade-off, not a promotion; the economics of leadership no longer work; and the industry model is misaligned with the future.

Episode 313: Achieving High Productivity in Sales

Jay Crowell, President, National Retail Division, Cornerstone Home Lending. Key Highlights: mission over money drives long-term success; the future belongs to human value, not just information; high performers are ruthless with focus; database equals the most underutilized goldmine; and great managers balance care and accountability.

Episode 312: The Why of Money: Change or Become Irrelevant

Eric Mitchell, Chief Revenue Officer, NEXA Mortgage. Key Highlights include: change is no longer optional; top talent leaving is the #1 warning sign of a failing organization; learning equals value; the problem isn’t knowledge—it’s execution; and systems are no longer optional especially CRM.

Episode 311: AI that Move Loans

Paul Wyner, Chief Solutions Officer, Revolution Mortgage. Key Highlights include: AI in mortgage is an evolution—not a replacement; the biggest shift is from tools to orchestration; lack of adoption is the real risk; AI should augment not replace human roles; and the real opportunity is freeing salespeople to sell.

Episode 310: Loan Officer Retention Strategies

Pat Polson, SVP, Div. Sales Mgr for NC/VA/TX. Key highlights: retention starts in recruiting, not after the hire; managers must uncover a candidate’s real “why”; day one onboarding must create a “wow” experience; retention requires ongoing manager involvement; and lenders must be honest, intentional, and structured.

Episode 309: Removing Friction in the Mortgage Process

Mike Cush, VP of Purchase Strategy, AmeriSave. Key Highlights: removing friction must start with the consumer, not the lender; too much tech is built to help the lender, not improve the customer experience; AI should simplify the process; best place to reduce friction is a the beginning of the home search; and lenders need to rethink their strategy now because AI will change mortgage quickly.

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