Scaling a Brokerage

Moving from solo to team, hiring, building systems, and managing deal flow.

4 threads

G

Systems and SOPs — how do you document your process so it's not all in your head?

I've been running my brokerage as a one-person operation for 4 years and everything lives in my head. If I got hit by a bus tomorrow, nothing would get done. Starting to think about hiring and realizing I need to document my processes first. How do you all handle SOPs? What tools do you use?

Greta Olssonbroker
·
about 1 month ago
·
4
37
0
S

Building a team of loan officers — what's your comp structure?

I'm thinking about bringing on 2-3 loan officers and building a small team. I've heard different comp structures: salary + bonus, straight commission, or a split. What's working for people who have successfully built teams?

Sophia Grantbroker
·
about 1 month ago
·
2
471
0
J

When to hire your first employee?

I'm doing about $8M/month in loan volume solo. I'm at capacity and turning down deals. I know I need to hire but I'm scared of the overhead and management responsibility. When did you hire your first employee and what was the trigger?

Jerome Banksbroker
·
6 months ago
·
5
395
0
A

When did you hire your first employee and what did they do?

I'm at the point where I'm turning down deals because I don't have bandwidth. Closed 18 deals last year, on pace for 25 this year. Thinking about hiring someone but not sure what role makes the most sense first. Options I'm considering: 1. Loan processor (handles doc collection, follows up with borrowers) 2. Marketing/admin assistant (handles lead gen, scheduling, paperwork) 3. Junior broker (brings their own deals, I mentor them) What did you hire first and would you do it differently?

Angela Russobroker
·
8 months ago
·
5
171
0
NeuFinance

NeuFinance is a private lender intelligence platform built exclusively for private money and commercial mortgage brokers. Search, evaluate, and connect with vetted lenders — all in one place.

Loan Types

  • Bridge
  • Fix and Flip
  • DSCR
  • Ground-Up Construction
  • Land Development
  • SBA
  • Commercial Permanent Financing

© 2026 NeuFinance. All rights reserved. For broker use only.