From Broker to Specialist Lending CEO with Duncan Kreeger

Leading a specialist lender wasn’t the plan, but it became the mission.

Duncan Kreeger started out as a mortgage broker with an eye for finance. Over two decades, his drive and entrepreneurial spirit took him from broking to founding TAB , a specialist lender that’s making waves in the lending market.

In this week’s NRG Insights, I'm joined by Duncan, where he reveals the lessons he's learned along the way, what it takes to succeed in specialist lending and so much more.

Duncan has a wealth of experience from building a business, overcoming tough markets, and developing a team built around company culture.

Here's what's coming up...

?? The full video episode AND audio version from Spotify

?? Duncan’s journey from mortgage broker to CEO, and why he made the shift

?? Key insights into scaling TAB, maintaining transparency, and relationship-building

?? Balancing control with delegation as a business grows

?? How to create a positive company culture that adapts with growth

But first...

Who is Duncan Kreeger?

Duncan Kreeger is a leader in the property finance industry with over 20 years of experience.

Starting his first business at just 17, Duncan has since built and sold a ￡120m valuation firm, managed over ￡500m in private capital, and completed more than ￡3bn in secured loans. Now, as CEO and founder of TAB, Duncan focuses on creating accessible investment opportunities for a broader range of investors.

Founded in 2018, TAB is a property finance and investment platform where investors can choose from a marketplace of investments, including fractional property and secured loans. With new funding lines in place, TAB leverages technology to drive competitive lending rates and improve accessibility.

2024 Specialist Lending Salary Guide

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From Broker to Specialist Lending CEO with Duncan Kreeger

Prefer to Listen on the go?

Here's the full audio version from Spotify.

5 Key Takeaways from Duncan Kreeger

1. Relationships are at the heart of lending. Building strong connections with clients, colleagues, and partners is essential. Duncan’s focus on maintaining these relationships, even during challenging times, has been crucial to his success.
2. Transparency builds trust, especially in tough markets. Duncan’s approach to lending has always involved open, honest communication. This transparency has helped TAB stand out and solidify its reputation, even in unpredictable market conditions.
3. Delegate to grow. As TAB expanded, Duncan learned the importance of letting go and trusting his team. Delegating allowed the business to scale while keeping efficiency and quality in balance.
4. Culture drives everything. Duncan emphasises the importance of a strong company culture that aligns with the team’s values. Regular all-hands meetings keep everyone aligned, maintaining transparency and connection.
5. Adaptability is key to resilience. From the 2008 crisis to today’s market, Duncan’s journey highlights the importance of adapting to changing conditions. His willingness to embrace change has kept TAB competitive and resilient over the years.

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