$40M Producer Caleb Heister: How to Delegate 95% of Your Mortgage Business & Scale Fast

In this interview, we sit down with Caleb Heister, a young, top-producing Loan Officer who has rapidly scaled his business to over $40 million in personal production. If you're a young LO looking to break free from the grind, build a team, and stop chasing every messy deal, this is a must-watch.

Caleb pulls back the curtain on the exact systems and strategies he used to achieve massive success early in his career, including:

The 95% Delegation Secret: Learn the exact structure of his team (Loan Partner, Processor) and how he delegates 95% of the loan process to focus only on high-leverage activities like building relationships.

The Modern LO's Lead Strategy: Why cold calling is dead. Discover how Caleb leverages Instagram DMs and social media to build authentic, high-converting relationships with top realtors—a strategy that is 10x more effective than spam texting.

Engineering Your Ideal Business: Stop taking every bad deal. Caleb explains how to strategically niche down, attract the right business, and create boundaries so you can enjoy your life and your work.

The CRM & System Foundation: Caleb shares his non-negotiable rule: you must have a system (a CRM) in place before hiring a team. Learn the three simple CRM functions you need to master to scale your business.

8:38 - 9:30 The Power of Instagram DMs
23:45 - 24:30 The 95% Delegation Secret
17:40 - 18:40 Engineering Your Business
25:41 - 26:31 The Biggest Hiring Mistake
26:54 - 27:58 The CRM Non-Negotiable


Want to Learn More?
➡️ Check out my other free trainings to dive deep into growing and streamlining our mortgage business: https://https://crm-u.com/freetrainings

➡️ Follow me on Instagram for tips on scaling your mortgage business, team building, and modern lead generation.
  / mortgage.nomad  

Caleb Hiester's IG:   / calebhiester