ISO operations2 min read

From solo broker to a small team: when and how to hire

Signs you are ready to hire your first rep, and how to set up leads, logins and process so the team works.

One chess pawn in front of a growing row of pawns, the first lit orange

Many brokers hit a ceiling where they have more leads than hours. That is the moment to think about a first hire.

Signs you are ready

  • Leads wait hours because you are on other calls
  • Follow ups slip
  • You fund steadily and your cost per funded deal is stable

Set up before you hire

  • Write down your first call structure and cadence
  • Put every lead in a CRM with owners and tasks
  • Give the new rep their own login

Start them on aged leads

Let the new rep build skill on older leads while you keep the freshest ones. Read onboarding new MCA reps.

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Higher plans include more team logins and more credits, so your plan can grow with your team. See MCA leads for ISOs.

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