Praise for
Mortgage Manager Mastery
If leadership were easy, more would be at the top. Mortgage Manager Mastery delivers the wisdom and tools for Both/And leadership—where confidence meets curiosity, instinct meets data, and clarity drives results. A must-read playbook for managers who want to grow people, protect margins, and lead with purpose in a changing industry.
— Jesse Allen, President, Reverse Mortgage Lending, Guaranteed Rate
Mortgage Manager Mastery should be required reading for anyone making the transition from top producer to a leadership role. Pat Sherlock and her contributing authors provide clear and practical guidance on how to become a successful sales leader in the lending business. Following this blueprint can help you excel in this challenging position and attract the best sales people to join and stay on the team.
— Teresa Bryce Bazemore, Retired President and CEO of the Federal Home Loan Bank of San Francisco and Retired President of Radian Guaranty
Pat Sherlock has always been a trusted voice in our business, and in Mortgage Manager Mastery she joins forces with seasoned managers from across the industry. The result is a collection of wisdom and playbooks that speak directly to the challenges leaders face today. This isn’t theory—it’s the kind of guidance that makes managers better on day one.
— Tim Frederick, CEO Mortgage, First United Bank
Mortgage Manager Mastery is the playbook our industry has been missing. It gives managers at every level a clear roadmap for building profitable teams, leading with confidence, and navigating today’s fast-changing mortgage market. Every chapter offers actionable insights that you can put into practice immediately.
— Eric Mitchell, CRO, NEXA Mortgage
We’ve all read books on selling. Very few have taught us how to manage and lead. Until now. This book is different. It’s not theory. It’s not motivational fluff. It’s a compilation of real-world practices from operators in the trenches, senior leaders who are building teams, hitting numbers, and navigating the very challenges you’re facing now. Each chapter is a download of hard-won insight: How to drive consistent performance across branches. How to coach through change without burning people out. How to lead with clarity, even when the market is chaotic. It’s the book I wish I had when I started managing.
— Dave Savage, Chief Growth Officer, TrustEngine & Founder of Mortgage Coach
Learning only from your own experience is a painful way to succeed. How many times has a great originator become a manager and then struggled and given up? It happens because being great at selling doesn’t make you great at managing. Different skillsets. Pat Sherlock has seen the good, the bad, and the ugly, and she shares her hard-earned wisdom in Mortgage Manager Mastery.
— Rich Weidel, CEO, Princeton Mortgage
Mortgage Manager Mastery breaks the code for our industry sales leadership and firm owners. It is relevant, reflective, and responsive, providing managers with both traditional and contemporary sales techniques to form a solid foundation that will help individuals and sales teams project confidence, control, and most importantly prioritize profitability in every single loan. Every chapter offers a pointed pearl of wisdom that will resonate, refine, and develop every day, month
after month, and quarter over quarter.
— Ralph Armenta, President, Lending-in-a-Box & SVP Incenter Lender Services
I’ve known Pat Sherlock forever, and her book Mortgage Manager Mastery with 24 of the best leaders in mortgage lending sharing their best practices is like getting the best advice in one place. It’s packed with practical tips for leading teams, boosting profits, and tackling today’s crazy mortgage market.
— Bill Bodnar, Founder & CRO, Tabrasa
I believe management is important because it’s not about power or title, it’s about responsibility. Like the line from Jerry Maguire, “help me, help you,” I see my role as a manager as supporting others so they can succeed. I never aspired to be a manager, but when I accepted the role, I found that approaching it as a coach or mentor rather than a boss made all the difference. To me, management isn’t a promotion to less work; it’s a commitment to more work and more responsibility in order to lift others up. In many ways, my experience mirrors what Pat’s Mortgage Manager Mastery emphasizes: that managers aren’t just supervisors, they’re multipliers who shape culture, coach talent, and create clarity so teams can thrive.
— Norm Fitzgerald, Chief Sales Officer, National MI Corporation
Mortgage Manager Mastery is your essential guide to building a profitable and sustainable mortgage business. This guide distills decades of experience into a framework for leading with confidence, nimbly adapting to market changes, and producing elite results. You’ll learn how to make solid decisions, scale your business, and guide your team to success. The wisdom in these pages is invaluable to any leader in our industry.
— Andrew Panagos, President, GO Mortgage
Effective leadership is the cornerstone of success, seamlessly connecting strategy and execution to achieve outstanding results. Pat Sherlock’s Mortgage Manager Mastery is an essential guide for those progressing in their leadership journey in the mortgage industry, providing clear actionable strategies to build and scale high-performing teams.
— Jason Sasena, Chief Strategy Officer, Global Credit Union
Managing well in mortgage sales isn’t about pushing numbers, it’s about pulling people forward. A great manager provides clarity of purpose, consistent coaching, and accountability that inspires loan officers to perform at their best. In a business defined by shifting markets and consumer trust, effective management creates stability and confidence for both the team and the clients they serve. When managers lead with intention, they don’t just hit goals, they build careers, communities, and lasting customer relationships. Mortgage Manager Mastery shows managers how to do it the right way.
— Brian Vieaux, President, MISMO