Mortgage Manager Playbook

By Pat Sherlock

Pat Sherlock’s podcast features interviews with top mortgage sales leaders who share their insights on how to tackle the toughest challenges facing managers today.

  1. 1.
    Episode 168: Relationship-based vs Transactional LOs
    18:23
  2. 2.
    Episode 167: Installing a Permanent Hybrid Working Environment
    20:48
  3. 3.
    Episode 166: Preparing for Lower Volume in Consumer Direct
    18:26
  4. 4.
    Episode 165: Selling to Top Realtors: What works in today’s marketplace
    18:33
  5. 5.
    Episode 164: Increasing Diversity, Equity & Inclusion
    19:48
  6. 6.
    Episode 163: Future of Consumer Lending: 10 years from Now
    21:35
  7. 7.
    Episode 162: Rethinking Hiring Experienced Originators: Start a Rookie Program
    18:00
  8. 8.
    Episode 161: Building a Purchase Business with Realtors
    38:24
  1. 9.
    Episode 160: Hiring Virtually
    21:58
  2. 10.
    Episode 159: Finding Relevance for Yourself
    19:15
  3. 11.
    Episode 158: Best Practices for Managers in Delegating to their Staf
    21:08
  4. 12.
    Episode 157: Lead Generation for Consumer Direct
    17:47
  5. 13.
    Episode 156: Managing Culture in a Remote Working World
    20:09
  6. 14.
    Episode 155: Starting a Consumer Direct Business from Scratch
    19:15
  7. 15.
    Episode 154: What Works in Digital Strategy for Banks in 2021
    18:11
  8. 16.
    Episode 153: Getting LOs to use Digital Technology
    21:21
  9. 17.
    Episode 152: Starting a Recruiting Group within a Mortgage Company
    21:00
  10. 18.
    Episode 151: Building a High Performance Team in a Remote Selling World
    19:27
  11. 19.
    Episode 150: Moving Originators from Refinance to Purchase Money
    18:57
  12. 20.
    Episode 149: Adjusting Capacity in a Changing Marketplace
    18:47
  13. 21.
    Episode 148: Executing your Business Plan and Sticking With It
    16:32
  14. 22.
    Episode 147: Originating Remotely in a Pandemic
    18:46
  15. 23.
    Episode 146: Rookie Program: What Works & What Doesn’t
    20:22
  16. 24.
    Episode 145: Explaining Loan Pricing to Originators
    19:39
  17. 25.
    Episode 144: Wisdom from a Mortgage Banking Serial Entrepreneur
    20:13
  18. 26.
    Episode 143: Lessons Learned: Corporate Career vs. Owning Your Own Business
    18:13
  19. 27.
    Episode 142: Different Management Styles for Different Levels of Originators
    18:21
  20. 28.
    Episode 141: How to Manage an Outside Owner of a Mortgage Company
    20:25
  21. 29.
    Episode 140: How do you Drive Loan Originators to be Top of Mind in their Marketplace
    20:51
  22. 30.
    Episode 139: Making the Transition from a Large Lender to a Smaller Lender
    20:21
  23. 31.
    Episode 138: How the Consumers’ Journey has Changed
    21:22
  24. 32.
    Episode 137: Future of Video Selling in Origination
    19:04
  25. 33.
    Episode 136: Helping Order Takers Become Value Sellers
    18:56
  26. 34.
    Episode 135: Helping Experienced Originators Adapt a New Way of Selling
    18:40
  27. 35.
    Episode 134: What is the New Normal in Selling
    20:21
  28. 36.
    Episode 133: Holding Employees Accountable
    19:23
  29. 37.
    Episode 132: Building a Positive Accountability Structure
    23:18
  30. 38.
    Episode 131: Establishing Meaningful Employee Objectives
    18:58
  31. 39.
    Episode 130: Scaling Profitability
    20:58
  32. 40.
    Episode 129: Planning for Tomorrow in a Volatile Marketplace
    20:57
  33. 41.
    Episode 128: Future Role of Loan Officer
    20:13
  34. 42.
    Episode 127: Selecting Business Niche
    18:20
  35. 43.
    Episode 126: Hiring the Right People
    22:03
  36. 44.
    Episode 125: Establishing a Clear Direction
    22:23
  37. 45.
    Episode 124: Getting Experienced Originators to use New Technology
    22:07
  38. 46.
    Episode 123: Managing Remotely
    18:40
  39. 47.
    Episode 122: Preventing Employee Disengagement
    18:58
  40. 48.
    Episode 121: Setting a Good Example
    21:33
  41. 49.
    Episode 120: Scaling Your Sales Group
    24:37
  42. 50.
    Episode 119: Change Resistance when New Leader takes the Helm
    22:35

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