Mortgage Brokerage Gold Coast

- Gold Coast QLD

Short Summary

Mortgage trail book for sale on the Gold Coast. Recurring income, full database, domain, email address & 1300 number included. Suits existing broker.

Key Selling Points

• Recession proof
• Booming Industry!
• Niche Industry
• Proven trading through Covid
• No Stock requirements
• Recurring monthly trail income of $17,582.91 (latest month of trail)
• Established over 5 years
• Full client database included
• Domain, website, email and 1300 number included
• Suitable bolt-on acquisition for existing brokerage
• Home-based / low overhead structure
• Transition support and warm database handover
• Refinance and repeat-business upside
• Immediate income from existing live loan book

An opportunity exists to acquire an established Mortgage Brokerage on the Gold Coast, including an existing trail income portfolio, extensive full client database, domain, website, email address and 1300 number.

The business has been operating for 5 years and has built up a substantial loan book during that period, which generates ongoing recurring trail income. The database includes both current and historical clients, providing the purchaser with the opportunity to generate additional revenue through refinance activity, new lending, and ongoing client contact.

This business provides a strong foundation for an existing broker or brokerage group looking to expand their loan book through acquisition rather than organic growth.

The current owner is willing to assist with a transition period following settlement via a warm email handover to the database. The vendor is also open to remaining involved in the business in a referral capacity subject to agreement with the purchaser.

The vendors plans post sale is to continue operating in a lead generation capacity and may refer opportunities to the purchaser by agreement.

The business operates with a flexible structure and does not require leased premises, allowing the purchaser to integrate the portfolio into their existing operation if desired and can also be operated as a work from home style business.

This is an opportunity to acquire an established mortgage trail book with immediate recurring income and additional upside through refinance activity, repeat business and continued client engagement.

Enquire now to receive further information.

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

Asking $835,000

Ref. no. BUY2620

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.