How Loan Officers can Retain, Recapture, and Respond in Real Time to their Customers
Dustin Gray, Founder & CEO, Homeowners.ai . Key Highlights: 80% of borrowers forget their loan officer within 3-6 months-Why?; birthday card...
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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 228 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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Episodes
20 of 228 episodes2nd Half Outlook for 2026
Joe Camerieri, SVP, Sales & Strategy, Lenders One. Key Highlights: AI isn’t the magic bullet---lenders are aiming at the wrong target; the r...
Training & Development Matter More Than Ever
Dustin Owen, Creator & Host of The Loan Officer Podcast (TLOP) . Key Highlights: mortgage industry lacks true business management discipline...
Managing Top Producers
Molly Dean, SVP of Production , Leader One Financial. Key Highlights: top producers don’t want to be left alone—they want meaningful support...
Building a High Performance Sales Team
Rebecca Costanzo, Director, Mortgage Originations at United Community Bank. Key Highlights: high-performing teams ae built through coaching;...
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...
Technology 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...