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May 21, 2024 14 mins

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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 Takeaways:

  • Caleb emphasises 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.

Tune in to hear Caleb’s inspiring story and gain practical tips to boost your lead generation efforts and grow your mortgage broking business.

Key Quotes:

"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

Thank You To Our Hosts: Ruan Burger and Marissa Schulze


More From Marissa and her company, Rise High Financial Solutions:

Marissa Schulze Linkedin

Marissa Schulze Instagram

Marissa Schulze Facebook

Rise High Financial Solutions


More From Ruan and his company, Success and Broker:

Ruan Burger Linkedin

Ruan Burger Instagram

Ruan Burger Facebook

Success and Broker

Mark as Played

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