Description

Kick off the new year with fresh momentum—and a proven path to get where you want to go.

Join us for a high-impact webinar based on Pat Sherlock’s Mortgage Manager Mastery, the go-to blueprint for building elite, high-performance mortgage sales teams. We’ll break down the leadership systems and daily disciplines that top managers use to attract talent, elevate performance, and run consistently profitable branches.

You’ll also hear insights from Jeff Scheuren, President of Fulton Mortgage Company. Driving Results: Aligning Sales Execution with Organizational Objectives—a practical guide to making every coaching session, recruiting conversation, and team interaction directly support your company’s goals.

If you want to lead with more confidence, communicate with more clarity, and guide a team that wins in any market cycle, this session will show you exactly how. No hype. No fluff. Just a repeatable system, clear cadence, and scorecard-driven model that lets you hire better, coach smarter, and execute with precision.

In this webinar, you will learn how to:

• Build a predictable recruiting rhythm
  • Turn daily conversations into commitments using message frameworks and scripts matched to each originator’s career stage.
• Elevate performance with the Weekly Coaching Cadence
  • Transform pipeline reviews into true performance-moving coaching sessions that drive accountability, sharpen skills, and close execution gaps.
• Align your team with organizational goals including how to:
  • Create a branch scorecard that tracks what actually matters
  • Identify the key leading indicators tied to volume, profitability, and retention
  • Put execution guardrails in place so managers guide activity instead of reacting to it
• Establish a leadership environment where:
  • Recruiting is proactive.
  • Coaching is consistent.
  • Producers stay longer, produce more, and know exactly what winning looks like.

Speakers:

Pat Sherlock is a nationally recognized sales leadership consultant, author, and founder of QFS Sales Solutions.  She is known for helping mortgage leaders build high-performing sales organizations. With decades of experience improving sales organizations, she develops systems that improve recruiting, coaching, and revenue growth. Pat’s work has shaped how today’s mortgage executives lead, communicate, and create sustainable sales success.

Jeff Scheuren is the President and COO of Fulton Mortgage Company, where he oversees sales, operations, and strategic direction across multiple business lines. He has led mortgage organizations to strong performance in every economic cycle. Jeff is committed to expanding access to homeownership and is a passionate advocate for affordable housing and community impact, serving on nonprofit and industry boards including Tenfold and the MBA of Eastern Pennsylvania.