Coaching and Success in Origination
Eric Mitchell, Chief Revenue Officer , NEXA Mortgage. Key Highlights include: AI is no longer optional; your CRM is the foundation; coaching...
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Mortgage Manager Playbook
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.
Mortgage Manager Playbook Podcast Guide
Listen to Mortgage Manager Playbook, a Business podcast by Pat Sherlock. Stream 223 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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Episodes
20 of 223 episodesTechnology Should Be a Multiplier, Not a Fix
Pat interviewed Ryan Todd, Chief Capital Markets Officer, V.I.P. Mortgage . Key Highlights: fix the process before buying more technology; m...
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 c...
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 fut...
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 pr...
Episode 315: 2026 Trends in Production
Dave Savage, Chief Growth Officer, TrustEngine & Founder, Mortgage Coach. Key Highlights: the game has shifted from transactional to advisor...
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...
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; th...
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 war...
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 big...
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 ca...
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...
Episode 308: The Unbelievable Adventures of Gabby and Josh Can, Author LaTasha Waddy
LaTasha, President, NFM Lending. As a lawyer (and a mom of five), LaTasha wanted to write something for her children about making wise decis...
Episode 307: Corporate Cure, author John Owens
John Owens, CEO Primis Mortgage Co. and author. Key highlights include: culture drives long-term success; leadership begins with self-awaren...
Episode 306: What Mortgage Leaders must Rethink in 2025-2030
Brad Blumberg, Co-Founder, Aster Key. Key highlights: Trust is the new currency; Consumer Data is treated as “owned” by institutions—and tha...
Episode 305: Speed to Need: The Consumer’s Homeownership Journey
Dave Savage , Chief Growth Officer, TrustEngine & Founder, Mortgage Coach . Highlights include: real competitive edge comes from identifying...
Episode 304: Breaking Free from Transactional Training Model
Dave Savage , Chief Growth Officer, TrustEngine & Founder of Mortgage Coach. Highlights include: discussion of transactional training vs adv...
Episode 303: Branch Manager Misalignment: Impact on Lenders’ Profitability
Rich Weidel, CEO, Princeton Mortgage . Highlights include: industry profitability challenges; misalignment across the organization; producti...
Episode 302: What is Means to be an Entrepreneur in Sales
Randell Gillespie, President , LeaderOne Financial . Highlights include: true sales entrepreneurship requires initiative, risk and ownership...
Episode 301: Hunting in a Down Market: Affordable Housing Opportunities
Bernard Nossuli, COO, iEmergent . Highlights include: minority homebuyers will drive future growth; denial rates are higher for diverse borr...