01
The challenge
Transitioning from a career banker to a first-time broker is a significant challenge. The broker launched his lending brokerage in March, facing the immense challenge of managing backend operations, client outreach, and deal volume entirely on his own while trying to win new business.
02
Our approach
He partnered with Proowrx in April on a per-file basis, quickly transitioning to a full-time subscription model as reliability and results proved themselves. Proowrx scaled support from one to two dedicated team members who managed end-to-end backend operations and active client outreach.
03
Results and impact
Successfully scaled operations from a newly launched brokerage to settling $50M in loan volume within the first year while establishing a reliable backend structure.
