LVR Podcast #44 - Generating Leads in Early Days

The LVR Podcast™ Episode #44 – Generating Leads in the Early Days

In this episode of the LVR Podcast, hosts Ruan Burger and Marissa Schulze chat with Caleb Bax on how to generate leads as a broker in the early stages of your career.

In this episode of the LVR Podcast, hosts Ruan Burger and Marissa Schulze are joined by Caleb Bax, a rising star in the mortgage broking industry. Despite being relatively new to the field, Caleb has achieved remarkable success, and he shares his journey, challenges, and strategies that have helped him grow. If you’re a new broker looking to generate leads and grow your business from the ground up, this episode is for you.

Listen in as Caleb discusses his transition from working at K-Mart and studying finance to becoming a successful mortgage broker. Learn how he built strong relationships, leveraged social media, and the importance of mentorship in his early career. This episode is packed with actionable advice for brokers at any stage of their career.

Key points from the episode include:

Caleb on the importance of forming strong client relationships and working closely with real estate agents to generate leads.
Discover how Caleb uses social media, particularly reels, to engage with potential clients and grow his brand.
Caleb shares how mentorship has played a crucial role in his success, providing guidance and support in the early stages of his career.
Learn about the challenges Caleb faced as a sole operator and how he overcame them by implementing efficient processes and time management strategies.
Caleb discusses various strategies for generating leads, including attending auctions and building a strong referral network from existing clients, friends, and family.

Key quotes from the episode include:

“Shoot your shot with them [potential clients] because you would be super surprised how many people don’t actually have a mortgage broker or anyone in their corner to help out.” – Caleb Bax

“If you want to have the best chance of attracting the right people to your business, then you do really need to have an employer value proposition.” – Marissa Schulze

“For you to be successful in this industry, you’ve got to give more than you get.” – Ruan Burger

“[On Auctions] Give them a call and understand why they weren’t able to win it, what held them back, and seeing if you can get it in there as well.” – Caleb Bax

“Having that approach of honesty upfront and, you know, transparency with future employees definitely goes a long way.” – Marissa Schulze

“Would you not go there [auction] when you know there’s four bidders but it’s only one who can buy the property? If I couldn’t talk to the one that bought the property, I’m going to be really interested to talk to the three that didn’t.” – Ruan Burger

    
 
 
       Posted on Google  
   
   Ian Winn 
 24 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. Ruan has been my mortgage broking coach for 6 months. Having owned a very successful mortgage  broking business and now a coach of many businesses he has unparalleled experience to share with his clients. He does this in a very clear and consultative manner. He is always looking for improvements and innovation for clients to implement in their businesses. He has a big picture approach which really helps you get out of the weeds when analysing your business. He has helped me grow my business and provide clarity to achieve my goals. Thanks for your support.
  
 
      Posted on Google  
   
   Anisa Buckley 
 14 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. I have learnt so much from Ruan and the team at Success & Broker. Ruan's practical advice to me as a new broker has been incredibly helpful and I have incorporated many of his strategies and approaches into my own business.
  
 
      Posted on Google  
   
   Bree Rivers 
 14 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. Working with Ruan has been great. He genuinely cares about your success and provides honest practical advice from his own experience that can be applied to get real results. I highly recommend Ruan to any broker wanting to grow.
  
 
      Posted on Google  
   
   Your favourite Bald & Bespectacled broker 
 6 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. Great weekly 50min session with Ruan himself, done online over Zoom with other brokers.

Intimate session of around a dozen people, including Ruan and the host.

If you're a new broker and have under three or four years of experience, and wish to get an insight into Ruan's mind + pick up tips and tricks, it's a very good six month-long training program.

Even if you're a more seasoned broker like myself (nine years in December 2026), it's worth an education session - I have a few pages of notes and thoughts.

Give it a go, brokers.
  
 
      Posted on Google  
   
   Christopher Dodson 
 6 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. Thanks Ruan for your insight and warm approach
  
 
      Posted on Google  
   
   Achani Kodippili 
 4 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. That was an amazing journey with Success & Broker. Excellent guidance is simply practical. Thank you team for the opportunity.
  
 
      Posted on Google  
   
   Sara Shome 
 1 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. I’ve really enjoyed being part of Ruan’s Grow Broker Program. As a broker with an over 5 years of experience, it is easy to reach a point where you feel like you’re doing well but not really moving forward.
This program challenged me to rethink almost everything I thought I knew about broking, relationships, branding and what it really takes to build a sustainable career.

Ruan has an incredible ability to make you look at your business and thinking from a completely different perspective while providing genuine support and practical strategies that you can implement immediately and easily. It is not about quick wins or generic coaching. It is about building the right foundations and becoming a better broker and business owner.

The confidence and clarity I gained through the program played a crucial role in my decision to move into a BDM role. It helped me recognise where my strengths truly lie and gave me the self confidence to take that next step.

I would highly recommend Success and Broker to anyone who feels they have reached a plateau or wants to take their career to the next level. It has been one of the best self investments I have made.
  
 
      Posted on Google  
   
   Jonathon Rhydderch 
 22 July 2026
 
 
 Trustindex verifies that the original source of the review is Google. The Success & Broker course has been fantastic.

As a new broker, you learn a lot about the technical side early on: compliance, lending policy, structuring deals. But what nobody really teaches you is how to build a sustainable business around all that. Ruan's program fills exactly that gap, giving you so many practical, actionable ways to grow: daily habits and consistency, marketing that actually works for a brokerage, operations and systems that scale, and how to genuinely deliver a great client experience rather than just process loans.

What I liked most is that it's not generic coaching. It's built specifically around where you are as a broker, whether that's establishing strong foundations early on or working toward running a proper business with leverage and a team behind you.

The 'Broker Journal' kept me on track throughout the course and is a great reference point when i need to work on my business. It is like a blueprint for success.

All of it is delivered in a refreshingly warm, positive, and genuinely invested way. You can tell they actually care about your outcomes, not just ticking a coaching box. Big thanks to Ruan, and to Ryan too. Highly recommend to any broker serious about building a real business, not just writing loans.
  
 
      Posted on Google  
   
   Alex Ritchie 
 8 July 2026
 
 
 Trustindex verifies that the original source of the review is Google. Ruan and the Success & Broker team have been really helpful in getting us to think about how we operate, how we build out or team, and where we want to go.
Ruan is super knowledgeable, having spent many years as a broker running multiple firms. He asks the right questions and challenges your thinking.
  
 
      Posted on Google  
   
   Lachlan McKean 
 6 July 2026
 
 
 Trustindex verifies that the original source of the review is Google. I've worked with Ruan at Success & Broker for the last 12 months~ and it's been great.

Always makes time to discuss what's going on and the advice is invaluable.

If you're a broker thinking of using Ruan's services, it's definitely worth jumping on board.

The LVR Podcast™ Episode #44 – Generating Leads in the Early Days

In this episode of the LVR Podcast, hosts Ruan Burger and Marissa Schulze chat with Caleb Bax on how to generate leads as a broker in the early stages of your career.

Key points from the episode include:

Key quotes from the episode include:

serious about

growth?

scaling?

learning?

succession?

recruiting?

lead flow?

process?

brand?

socials?