The challenge
Operating as a solo broker since December 2021, the broker personally oversaw every intricate detail of each file, facing immense stress around settlements, compliance, and taking time off for major life events.
Our approach
In August 2023, he onboarded Proowrx to manage the full loan lifecycle, including settlements and post-loan servicing. As volumes increased, support expanded from one to three dedicated professionals, building a robust, structured foundation for long-term growth.
Results and impact
As a solo operator, he scaled business output from $90M to $170M, built a scalable operational foundation, and alleviated personal stress around settlements, and compliance.
