Pat Sherlock
Mortgage Sales Training that Moves the Needle on Sales Results
Pat Sherlock
Mortgage Sales Training that Moves the Needle on Sales Results
85% of LOs don't like previously recorded sales training
LOs complain about outdated information and no real-time feedback or answers to their questions.
Why QFS's
Training is Different
LOs want instant feedback with real-world applications in their sales training. Taught live by mortgage sales experts, my virtual training programs deliver improved sales results by students meeting new referral sources during the classes.
85% of LOs don't like previously recorded sales training
LOs complain about outdated information and no real-time feedback or answers to their questions.
Why QFS's
Training is Different
LOs want instant feedback with real-world applications in their sales training. Taught live by mortgage sales experts, my virtual training programs deliver improved sales results by students meeting new referral sources during the classes.
How We Achieve Superior Results
Live Webinar Training
Focus on Prospecting
Social Selling
Learn by Doing
How We Achieve Superior Results
Live Webinar Training
Focus on Prospecting
Social Selling
Learn by Doing
OUR POPULAR PROGRAMS
Sales Acceleration Training
- Sales Acceleration Training is a total of 15 sessions covering credit, products, and compliance using a case study approach and developing skills to increase Realtor referral sources.
- Designed for new LOs or those hired during the refinance boom who do not have a robust referral source network.
- This 5-week program meets for 2 hours three times a week. Class is limited to 10 students. Additional 4-week group coaching included.
Ramping Up Realtor Referral Sources
- Ramping Up Realtor Referral Sources is 7 sessions covering increasing Realtor referral sources.
- Designed for LOs hired in the last several years who want to update their prospecting skills to increase their Realtor network. Two additional sessions are available for students to receive personal one-on-one coaching to review their marketing strategy etc.
- This 3+ week program meets twice a week. Class is limited to 10 students.
Masterclass for Top Producers
- Masterclass for Top Producers is 3 sessions meeting once a week with a top Realtor as co-instructor and myself.
- The focus is on advanced selling skills to become the top lender for top Realtors.
- This program is for LOs generating more than $15 million in annual volume. Class is limited to three to five students.
Power Presenting to Realtor Groups
- Power Presenting to Realtor Groups is a 4-week program focusing on selecting a topic, creating a dynamic, compelling presentation and practicing for the actual presentation.
- This program is for originators generating more than $15 million in annual volume.
- Class is limited to three to five students.
Home Equity Lending
- Home Equity Lending is a 12-session training program meeting each day for 90 minutes.
- The program discusses the fundamentals of home equity lending and how to position the product with consumers and close a transaction.
- This program is appropriate for originators, CSRs and any public-facing employees.
OUR POPULAR PROGRAMS
Sales Acceleration Training
- Sales Acceleration Training is a total of 15 sessions covering credit, products, and compliance using a case study approach and developing skills to increase Realtor referral sources.
- Designed for new LOs or those hired during the refinance boom who do not have a robust referral source network.
- This 5-week program meets for 2 hours three times a week. Class is limited to 10 students. Additional 4-week group coaching included.
Ramping Up Realtor Referral Sources
- Ramping Up Realtor Referral Sources is 7 sessions covering increasing Realtor referral sources.
- Designed for LOs hired in the last several years who want to update their prospecting skills to increase their Realtor network. Two additional sessions are available for students to receive personal one-on-one coaching to review their marketing strategy etc.
- This 3+ week program meets twice a week. Class is limited to 10 students.
Masterclass for Top Producers
- Masterclass for Top Producers is 3 sessions meeting once a week with a top Realtor as co-instructor and myself.
- The focus is on advanced selling skills to become the top lender for top Realtors.
- This program is for LOs generating more than $15 million in annual volume. Class is limited to three to five students.
Power Presenting to Realtor Groups
- Power Presenting to Realtor Groups is a 4-week program focusing on selecting a topic, creating a dynamic, compelling presentation and practicing for the actual presentation.
- This program is for originators generating more than $15 million in annual volume.
- Class is limited to three to five students.
Home Equity Lending
- Home Equity Lending is a 12-session training program meeting each day for 90 minutes.
- The program discusses the fundamentals of home equity lending and how to position the product with consumers and close a transaction.
- This program is appropriate for originators, CSRs and any public-facing employees.
What Our Students Say
"It was great. The training provided the blueprint. It was spot on every step of the way."
- BM, Mortgage Network
"I found the hands-on sales training valuable, especially the focus on developing social media skills."
- AK, Ross Mortgage
"The course was super helpful from the credit to the sales. It's generated appointments with referral sources already."
- CP, Homebridge
"This is the best training I've had. Very interactive!"
- MG, Sandy Spring Bank
"The course was eye opening—a game changer."
- SG, Homebridge
"The credit reviews and self-employed analysis were very informative."
- AK, M&T Bank
What Our Students Say
"This was a really good class. From the first half on loan structure and logistics to the second half on selling, I got everything I needed in one course."
- SH, Member Options
"I found the hands-on sales training valuable, especially the focus on developing social media skills."
- AK, Ross Mortgage
"The course was super helpful from the credit to the sales. It's generated appointments with referral sources already."
- CP, Homebridge
What Sales Executives Say
Pete Roeske
EVP, AmeriHome
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Meet Your Instructor
Pat Sherlock is a best-in-class sales trainer in mortgage banking with over twenty-five years of experience. She is recognized as an expert on the latest sales practices in mortgage origination including social selling channels. She has taught countless mortgage originators how to succeed in difficult markets with a highly effective "learn by doing" approach. She focuses on opening sales conversations and moving the prospect to the next step in the sales process.
Pat is passionate about training new originators in mortgage banking and quickly ramping up their performance. She wrote the best-selling book and mortgage industry classic, "Reaching the Top of Your Game: Best Practices of Top Mortgage Originators" and continues to share her expertise in her popular sales blog and podcasts (www.mortgagemanagerplaybook.com).
Meet Your Instructor
Pat Sherlock is an expert trainer with over 20 years of experience in public speaking and training people to be better presenters, and has made a career of presenting to groups about best practices in mortgage banking. Whether as a popular keynote speaker or as a leader in MBA's education webinars, her presentations routinely receive ratings with a 98% approval score.
For Information on Our Next Class
For Information on Our Next Class
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