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Mortgage Manager Playbook

Mortgage Manager Playbook

Hosted by Pat Sherlock

BusinessInterviews guests

Episodes

233

Latest episode

Oct 2026

Language

EN

About the show

Looking for management solutions for your mortgage business? Want to excel in your role and take your team to the next level? You’ve come to the right place! Now you can access the minds of industry leaders to help solve pain points in your sales organization. Boost your business, manage expenses, grow your team, and retain your people with expert guidance. Welcome to the Mortgage Manager Playbook. Find interviews with top sales leaders/experts and learn practical tips for improving sales results. This podcast is for mortgage sales managers in banks, credit unions and IMBs—specifically sales executives with P&L responsibilities. Challenge yourself to increase production and profitability with guidance from leaders in the field. Learn how they handle these issues so you can emulate their success in your business processes. Subject matter experts give listeners quality information they can use to take their mortgage business to the next level. Hear 20-minute interviews about how to tackle the toughest challenges facing managers today. Find out the best practices for increasing revenue and productivity. Discover future trends in financial services. Grow your business and get more from your sales personnel. Understand the causes of management issues and implement solutions from experienced professionals and executives who’ve been through it all. The Mortgage Manager Playbook offers an avenue for industry professionals to deliver their message and create an impression. This is an opportunity for both guests and listeners to build a database of contacts, create a network that benefits these partnerships, and promote connections in the growing space of mortgage lending. Pat Sherlock hosts this podcast series, offering years of experience as a financial executive and consultant. She is the President and chief sales trainer at QFS Sales Solutions, one of the mortgage industry’s top research-backed sales consulting firms. A sought-after sales trainer and speaker at mortgage banking conferences, Pat is known as a straight-shooter who delivers on improving performance for sales organizations. The author of the MBA best-seller, “Reaching the Top of Your Game: Best Practices of Top Mortgage Originators,” she frequently contributes to mortgage trade publications and conducts popular webinars for MBA Education. Known as the “Terry Gross of Mortgage Lending,” Pat partners with esteemed guests who leave out unnecessary fluff. With genuine interest and curiosity, she asks deep questions. This isn't a run-of-the-mill mortgage banking podcast. Get to know professional names, build relationships, and establish a place in the industry. Jumpstart your momentum towards managerial success with helpful advice from the authorities in your field. The Mortgage Manager Playbook equips listeners with a curated database of everything needed for success in sales and management results in mortgage lending. Learn valuable training methods and strategies to help you and your team go above and beyond. If your sales team needs training on hiring and lead generation, Pat is here to lend a helping hand. Get your weekly dose of management solutions for your business right here. Don’t forget to subscribe to the show, so you don’t miss an episode. Visit https://mortgagemanagerplaybook.com/ for more information.

Listen to episodes

60 recent
November 4, 202624 min

Outlook for 2027: Mike Cush

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Mike Cush, VP of Purchase Strategy, AmeriSave Mortgage. Key Highlights: AI agents will change how consumers select lenders; profitability requires a more efficient organization; data will become a major competitive advantage and start with the future customer experience and work backward.

October 30, 202620 min

Outlook for 2027 - Jon Overfelt

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Jon Overfelt, Director of Sales, ASMC. Key Highlights: develop and retain LOs instead of constantly recruiting; develop 90-day execution plans; protect profitability and the balance sheet; and make faster decisions about underperformers.

October 22, 202622 min

Outlook for 2027

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Scott Johnson, Divisional Executive, CMG Home Loans. Key Highlights: growth is non-negotiable; junior LO model; AI should increase capacity, not simply eliminate people; and profitability has to become the discipline behind growth.

October 21, 202629 min

How to be Successful in Recruiting in Today’s World

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Steve Capen, Director Strategic Growth, First United Bank. Key Highlights: recruiting is prospecting—not waiting for candidates; leadership problems create recruiting opportunities; recruiting requires speed and accountability; and production alone doesn’t make someone a good hire.

October 11, 202620 min

Outlook for 2027 (Malcolm Hollenteiner)

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Malcolm Hollensteiner, Director Home Loan Strategic Sales, Atlantic Union Bank. Key highlights include: stop waiting for the market to improve; banks have an underused competitive advantage; home-equity management could be a major overlooked 2027 opportunity and industry needs product innovation.

September 30, 202628 min

Outlook for 2027 (Joe Camerieri)

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Joe Camerieri, Lenders One, discussed the Outlook for 2027. Key highlights: lenders need to look inside for untapped production; profitability and efficiency matter more than volume; HELOC boom may have limits; and lenders need to answer question, “Why are we in the mortgage business.”

August 4, 202632 min

How Loan Officers can Retain, Recapture, and Respond in Real Time to their Customers

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Dustin Gray, Founder & CEO, Homeowners.ai . Key Highlights: 80% of borrowers forget their loan officer within 3-6 months-Why?; birthday cards and drip emails are not retention; your database is bigger than closed loans; and loyalty is earned through repeated value, not one -time transactions.

July 30, 202628 min

2nd Half Outlook for 2026

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Joe Camerieri, SVP, Sales & Strategy, Lenders One. Key Highlights: AI isn’t the magic bullet---lenders are aiming at the wrong target; the real cost savings live behind the scenes; real estate ecosystems are shifting fast; consumer-direct is coming for everyone; and rate volatility isn’t a surprise.

July 23, 202637 min

Training & Development Matter More Than Ever

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Dustin Owen, Creator & Host of The Loan Officer Podcast (TLOP) . Key Highlights: mortgage industry lacks true business management discipline; developing new talent is underutilized; broker channel is gaining energy because it attracts younger, entrepreneurial originators; and training and development must be intentional, cultural and led by experts.

July 16, 202629 min

Managing Top Producers

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Molly Dean, SVP of Production , Leader One Financial. Key Highlights: top producers don’t want to be left alone—they want meaningful support; respect matters more than special treatment; retention isn’t just about compensation; micromanagement kills productivity; and purpose sustains long-term success.

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