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All Episodes

Mortgage Manager Playbook — 230 episodes · page 1 of 3

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Title
1

Outlook for 2027

2

How to be Successful in Recruiting in Today’s World

3

Outlook for 2027 (Malcolm Hollenteiner)

4

Outlook for 2027 (Joe Camerieri)

5

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

6

2nd Half Outlook for 2026

7

Training & Development Matter More Than Ever

8

Managing Top Producers

9

Building a High Performance Sales Team

10

Coaching and Success in Origination

11

Technology Should Be a Multiplier, Not a Fix

12

Build a Book that Stays: Turning One-Time Client into Lifetime Revenue

13

Building a Future Mortgage Company

14

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

15

Episode 315: 2026 Trends in Production

16

Episode 314: Paradox of the P&L Management

17

Episode 313: Achieving High Productivity in Sales

18

Episode 312: The Why of Money: Change or Become Irrelevant

19

Episode 311: AI that Move Loans

20

Episode 310: Loan Officer Retention Strategies

21

Episode 309: Removing Friction in the Mortgage Process

22

Episode 308: The Unbelievable Adventures of Gabby and Josh Can, Author LaTasha Waddy

23

Episode 307: Corporate Cure, author John Owens

24

Episode 306: What Mortgage Leaders must Rethink in 2025-2030

25

Episode 305: Speed to Need: The Consumer’s Homeownership Journey

26

Episode 304: Breaking Free from Transactional Training Model

27

Episode 303: Branch Manager Misalignment: Impact on Lenders’ Profitability

28

Episode 302: What is Means to be an Entrepreneur in Sales

29

Episode 301: Hunting in a Down Market: Affordable Housing Opportunities

30

Episode 300: Senior Age of Management and Failure to Innovate

31

Episode 299: Important Trends in Reverse Mortgages

32

Episode 298: Recent Trends in Recruiting from LOs to Executives

33

Episode 297: Winning Strategies during a Merger Retention

34

Episode 296: Financial Literacy and Best Practices

35

Episode 295: Upsetting the Cult of Comfort

36

Episode 294: Managing in a Volatile Time

37

Episode 293: Persevering Through Purpose

38

Episode 292: Building a National Recruiting Plan

39

Episode 291: Three Types of Leaders: What Works in Volatile Markets

40

Episode 290: Rocket & Zillow Views on Future of Mortgage Banking

41

Episode 289: Why be a Broker in a Challenging Market?

42

Episode 289: Why be a Broker in a Challenging Market?

43

Episode 288: New Revenue Growth Opportunities for 2025

44

Episode 287: How to Manage Change

45

Episode 286: Overcoming Key Mistakes in Leadership

46

Episode 285: Untapped Market Opportunities

47

Episode 284: Growing Your Mortgage Business in 2025

48

Episode 283: Developing a Change Management Strategy

49

Episode 282: The Why of Money

50

Episode 281: Setting up Your Sales Teams for Success in 2025

51

Episode 280: The New Version of the Power Hour

52

Episode 279: Don’t Accept Poor Sales Results

53

Episode 279: Don’t Accept Poor Sales Results

54

Episode 278: Entering a New Market

55

Episode 277: Getting the Most out of your People in 2025

56

Episode 276: What Makes a Successful Broker?

57

Episode 275: 2025 Operational Roadmap

58

Episode 274: Amazon Effect on Mortgage Lending

59

Episode 273: What Do Loan Officers Want from Their Lenders

60

Episode 272: YouTube Millionaire Mastery

61

Episode 271: ROI on Training and Future Trends

62

Episode 270: All Hands on Deck—Action Items for Banks

63

Episode 269: No Customer Referrals: Here’s Why and How to Correct

64

Episode 269: No Customer Referrals: Here’s Why and How to Correct

65

Episode 268: Solving Your Process Gaps in Your Workflow

66

Episode 267: Moving IT to Sales

67

Episode 266: Fixing the Broken Sales Model: Leadership Malpractice

68

Episode 265: What Realtors want from Loan Officers

69

Episode 264: Breaking Free from Being Held Hostage by Your Sales Force

70

Episode 263: Interview with Mark Stiving, Ph.D., Author, Selling Value

71

Episode 262: Fixing the Broken Sales Model: Core Competencies and When to Outsource

72

Episode 261: Fintech & Bankers: What is the Correct Strategy?

73

Episode 260: Fixing the Broken Sales Model: Practical Tips for Investing and Using Technology

74

Episode 259: Steps to Pricing a Mortgage Loan

75

Episode 258: Fixing the Broken Sales Model: Rick Sharga

76

Episode 257: NAR’s Settlement and Its Implications with Brian Koss

77

Episode 256: Fixing a Broken Sales Model

78

Episode 255: NAR’s Settlement and Its Implication with S.A. Ibrahim

79

Episode 254: How Local MBA Groups Can Help Lenders

80

Episode 253: NAR’s Settlement and Its Implications with Kevin Peranio

81

Episode 252: What Key Sales Activities are Critical Today?

82

Episode 251: Being Memorable in Your Sales Interactions

83

Episode 250: How to Get the Most out of Your LOs

84

Episode 249: Good Sales Leadership is a Sales Multiplier

85

Episode 248: Embracing CRA to Increase Production

86

Episode 247: Social Media for Loan Originators

87

Episode 246: Key Marketing KPIs for 2024

88

Episode 245: Expanding Your Origination Business throughout the State

89

Episode 244: Top Three Strategies to Get More Referrals

90

Episode 243: Successfully Going from Non-Delegated to Delegated

91

Episode 242: What Metrics should Senior Sales Leaders use Today?

92

Episode 241: Solution-Orientated Loan Officer

93

Episode 240: Value-Based Selling: What is Means Today

94

Episode 239: The Rise of the New Loan Officer

95

Episode 238: Modern Day Sales Blocking & Tackling

96

Episode 237: Launching a Technology Change Strategy

97

Episode 236: Getting the Green Light for Sales Investment

98

Episode 235: Sales Discipline & Accountability

99

Episode 234: New Trends in MSR

100

Episode 233: How to Sell More Cars