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

Mortgage Manager Playbook by Pat Sherlock

May 22, 202625:42Business

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...

About This Episode

Episode 316: Turning Customer Experience into Revenue: Lessons from Secret Shopping is an episode from Mortgage Manager Playbook by Pat Sherlock. Tom Finnegan, Principal, Stratmor Group. Key highlights: secret shopping reveals the real cust...

Podcast

This episode belongs to Mortgage Manager Playbook.

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Episode Details

Published May 22, 2026, 25:42 long, audio available.