- 231
- Episodes
- 24
- Transcribed
- 7
- Ratings
- Weekly
- Cadence
- 2020
- First episode
About Mortgage Manager Playbook
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.
- Publisher
- Pat Sherlock
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 29 Mar 2020
- Latest episode
- 21 Oct 2026
Latest episodes
24 of 231 episodes have a transcript.

21 Oct 2026TRANSCRIPT
How to be Successful in Recruiting in Today’s World

11 Oct 2026TRANSCRIPT
Outlook for 2027 (Malcolm Hollenteiner)

30 Sept 2026TRANSCRIPT
Outlook for 2027
Inside a recent episode

How to be Successful in Recruiting in Today’s World
Published 21 Oct 2026 · Transcript excerpt
[…] But then there's also concern about the market. But I'm getting I'm getting two different people. It's like I'm really happy. And in this environment, I'm not making any changes whatsoever, you know, and check in with me down the road. And then the other group is, yes, I would definitely like to speak. It's one or the other. When I talk to someone, if they say they're happy and everything's great where they are, I'm not trying to tell them that we're better. My mentality is if you're happy and everything's great where you are, then you should definitely stay there because it's a tough environment. […]
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See plansWho has been a guest on Mortgage Manager Playbook
Names identified in recent episode analyses. Showing up to five guests.
- Steve Capen
- Malcolm Hollensteiner
- Joe Camerieri
- Dustin Gray
- Molly Dean
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 4.7 / 5
- 7 ratings
Podcast Authority Score: 33 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 52
- Social presence
- 0
- YouTube
- 0
- Engagement
- 32
Contact Mortgage Manager Playbook
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Mortgage Manager Playbook
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does Mortgage Manager Playbook take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
24 of 231 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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