Caleb had a solid foundation in finance but lacked a clear path to scalable success. After starting his broking journey he built fundamental loan writing and processing skills.
However, when he stepped out on his own in July 2023 under Loan Market in the Ray White office, he had to start from scratch.
Recognizing the high stakes of early business decisions, Caleb reached out to Success & Broker in October 2023, wanting to avoid costly mistakes, scale efficiently, and build his business by design rather than trial and error.
Caleb officially started working with Success & Broker in January 2024. The first step was completely reworking his client acquisition and onboarding process, allowing him to streamline his workflow and improve client experience significantly.
Process Redesign
Previously, Caleb spent weeks gathering client information, often leading to dead ends. By shifting to immediate in person meetings with structured data collection, he doubled his monthly settlements from $3M to $7M in a single month.
Hiring the Right People
Ruan helped Caleb gain the confidence to bring in support staff, ensuring he had the capacity to scale while maintaining service quality.
Offshore vs. Onshore Staffing Decisions
Initially started with part-time offshore support but realized a full-time, onshore team member was necessary for growth.
Mindset Shift
Transitioned from seeing himself as just a broker to thinking like a business owner—building a team for long-term sustainability.
Success & Broker went through my process and ripped it apart—I started doing things completely differently and doubled my business in one month; I wouldn’t have had the confidence to hire someone so early without Success & Broker.
Caleb’s transformation has been rapid and remarkable. With a new structured approach, he has significantly increased his loan settlements, gained buy-in from Ray White, and taken major steps toward building a scalable business.
FAST-TRACK YOUR GROWTH: INVEST EARLY, SUCCEED SOONER.
I didn’t want to waste any time making mistakes, and I didn’t want to go at things alone. You either pay for it in mistakes, or you invest in yourself.
Increased Monthly Settlements:
August 2024: $9.5M
September 2024: $12.5M
October 2024: $14.5M
January 2025: Over $10M, even with time invested in training a new hire.
On Track to well and truly exceed $100M in Settlements for FY 2025.
Preparing for scaling beyond $130M and growing a team of brokers!
I wouldn’t have been able to hit these numbers if I hadn’t had the confidence to bring someone in.
