Mortgage Brokerage with Strong Brand & Growth Potential

- Sydney NSW

Short Summary

Systemised mortgage brokerage with strong brand, digital lead flow and real scale-up potential for a growth-focused buyer.

Key Selling Points

• Established brand
• Home based
• Flexible hours
• Recession proof
• No Stock requirements
• Niche Industry
• Booming Industry!
• Future pipeline of work in place
• Can work remotely from anywhere in the world with access to Computer, Internet and Phone!
• Proven trading through Covid
• No exposure to Covid restrictions

Mortgage brokerage in Sydney which is a modern, systemised business established in 2021 and has had rapid growth since. The business offers a compelling opportunity for a buyer seeking a scalable, well-structured business with strong digital presence and clear growth potential. Broker is exiting the industry.

The business has been built with a strong focus on systems, compliance, client experience and brand positioning, allowing it to operate efficiently while supporting ongoing growth. This brokerage services a broad client base including first-home buyers, upgraders, refinancers, self-employed borrowers and property investors, with a particular strength in building long-term client relationships rather than one-off transactions.

The brokerage has developed a recognised brand in the market, supported by consistent online visibility and content, which continues to drive inbound enquiry and repeat business. Importantly, the business is not reliant on a single lead source and benefits from diversified enquiry channels.

Established mortgage brokerage (founded 2021).

Strong, recognisable brand with digital presence.

Systemised operations with documented processes and workflows.

Scalable business model with expansion opportunities.

Diversified client base across multiple borrower segments.

Experienced owner willing to provide warm email handover to the database.

The broker operates as a full-service mortgage brokerage, managing the entire client journey from initial enquiry through to loan settlement and post-settlement engagement.

The owner is actively involved in the business as the mortgage broker providing client consultations, loan structuring, lender selection, compliance oversight and management. There is one full time support team member in the business. Importantly, systems and processes have been implemented to support delegation, efficiency and scalability to support future growth.

The business utilises modern CRM and workflow systems to manage client records, documentation, compliance and follow-ups. Automation and templates are used extensively to ensure consistency, speed and accuracy across applications.

Administrative and support functions are in place, allowing the brokerage to operate smoothly and providing a foundation for onboarding additional brokers and support staff as volumes increase.

Clients value the brokerage’s clear communication, tailored lending strategies and ability to simplify what can otherwise be a complex and stressful process. The business positions itself as a trusted advisor, focused on long-term financial outcomes rather than transactional volume.

Contact Blake Marshall 0413 895 244 | Anita Marshall 0439 393 178

Asking $750,000

Ref. no. BUY2612

DISCLAIMER:
The information contained in this advertisement and any other material provided in connection with the sale of this business has been supplied by the seller and other sources deemed reliable. While every care has been taken to verify the accuracy of the information, Business Classifieds Pty Ltd ATF Business Classifieds Trust and its agents make no representations or warranties (express or implied) as to the accuracy, completeness, or currency of the information provided.

Prospective purchasers must make their own independent enquiries, investigations, and assessments and should seek professional advice from their accountant, solicitor, and/or other relevant advisors.

No reliance should be placed on any statement, forecast, or representation as to future matters, including profitability, performance, or growth potential, which are inherently subject to business, market, and economic risks.

Business Classifieds Pty Ltd ATF Business Classifieds Trust and its representatives do not accept liability for any loss, cost, or damage arising directly or indirectly from any decision made based on the information provided.

This advertisement and any other material provided in connection with the sale of this business does not constitute legal, financial, or business advice and is not a substitute for a full due diligence investigation. The sale of this business is subject to contract and the final approval of the seller.