Productive Partnerships Between Agents and Lenders

Real estate agent and loan originators are two of the most important people in the home buying process. With such complementary roles, solid partnerships between the two can help both grow a thriving business. In this episode, we speak with industry vet Pat Sherlock about the fundamentals of solid agent lender partnership.

We also talk about new challenges to closings caused by the historic sellers’ market and how successful professionals are adjusting.

Our Guest

Pat Sherlock

Pat is the founder and president of QFS Sales Solutions. Her company works with banks, credit unions and mortgage companies and their managers improve their sales productivity. Pat brings a wealth of experience from several years in the finance industry. She’s used this knowledge to create proprietary tools and processes which have benefited across the US.

In addition to being an in demand speaker and consultant, Pat also publishes a weekly blog and email news letter. To register, visit https://patsherlock.com/join-mailing-list/.

Important Links

QFS Sales Solutions – A hiring and sales consulting firm for banks, credit unions, and mortgage companies founded by Pat Sherlock.
2021 Real Estate Agent Lender Relationship Survey – Get insights on what makes for a successful partnership between agents and mortgage pros. Plus, see how others are handling the historic sellers’ market.
TurnKey Suite for Mortgage Pros Waiting List

Interviewer

John Marshall, CEO of Home ASAP — John came to Home ASAP with a wealth of experience in business and finance. Before coming to Home ASAP, John served as EVP/CFO for Home 123 and EquiCredit Corp. He has also worked as Senior Vice President at successful companies like FIS and Everbank. John has an MBA from Harvard Business School, where he graduated with Distinction and a BSE in Mechanical Engineering from Duke University.

Producer

Jon Walker, Digital Assets Manager — Jonathan earned his Masters in Mass Communications from the University of Florida. He specializes in online communications and web design. As Digital Assets Manager, he oversees the production and distribution of educational content produced by Home ASAP. For more content, check out the Home ASAP Learning Center at https://about.homeasap.com/learn

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