EAST COAST BASED MORTGAGE BROKERAGE BUSINESS

Posted by: Blake Marshall | May 28, 2026

$665,000

Description

East Coast Based Mortgage Brokerage Business

- Melbourne Region VIC

Short Summary

Boutique finance brokerage with recurring trail income, loyal referral partners, proven client retention model & large data base

Key Selling Points

Established brand

Passive Income

Home based

Flexible hours

Recession proof

Strong year to year Profits

Online-based

Clean business

80% Repeat Work

Future pipeline of work in place

Large Database of Customers

Ideal family business with opportunities to take holiday periods off!

Can work remotely from anywhere in the world with access to Computer, Internet and Phone!

CRM System in place

High Client Retention Rate

Strong Lender Diversification spread across multiple lenders

Warm handover offered

An outstanding opportunity to acquire an established boutique mortgage trail book with an active loan book exceeding $100M and strong recurring trail income. Operating successfully since 2015, the business has built a highly respected reputation through personalised service, strategic lending solutions and long-standing client relationships. Approximately 80% of business is generated through repeat clients and referrals, supported by trusted referral partners and an established database of more than 8000 contacts. The business operates with low overheads, streamlined systems and flexible work-from-anywhere capability. Offering residential, commercial and asset finance solutions. This opportunity represents significant growth potential for existing brokers, financial firms or owner operators seeking a modern, relationship-driven business with strong recurring income and future upside. Includes automated systems, strong retention strategies and transition support available.

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

Asking $665,000

Ref. no. BUY2676

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.

Confidentiality Agreement

Please specify which business/es you are interested in (please insert Ref. Code/s if known)*
Please provide your name hereinafter referred to as "Recipient"*

First

Last
Email*
Mobile*
Address*

Street Address

City

State / Province / Region

ZIP / Postal Code

Country
What is your budget?*
What is your business experience?*
What business/es do you currently or have you previously owned?*
What is your ideal business?*
CONFIDENTIALITY & NON-CIRCUMVENTION AGREEMENT: Parties: This Agreement is made between: Business Classifieds Pty Ltd (ACN 130 005 426) ATF Business Classifieds Trust (the Agent), and The undersigned recipient (the Recipient). 1. Interpretation: For the purposes of this Agreement: Business means the business and/or assets referred to by the Agent and/or described in any document, advertisement, memorandum, or agreement provided by the Agent. Confidential Information means all information, documents, data, forecasts, statements, and material (whether written, verbal, or electronic) disclosed by the Agent or the Seller in connection with the Business, excluding information which is in the public domain (other than through a breach of this Agreement). Seller means the party who owns or controls the Business, and includes their heirs, executors, administrators, successors, assigns, or any related entity. Recipient means the individual or entity receiving Confidential Information, including its officers, employees, advisors, agents, representatives, successors, or assigns. Words denoting the singular include the plural and vice versa. Obligations bind parties jointly and severally. 2. Confidentiality Obligations: The Recipient agrees: (1) To keep all Confidential Information strictly confidential, (2) Not to disclose any Confidential Information to any person without the prior written consent of the Agent, except to professional advisors (lawyers, accountants, financiers) who require such information for the purpose of assessing the Business, provided such advisors are also bound by confidentiality, (3) To return or permanently delete all Confidential Information upon request or immediately if the Recipient elects not to proceed with the Business. 3. Non-Circumvention & Commission Protection: (1) The Recipient acknowledges the Agent is the introducing party and the effective cause of all dealings with the Seller, (2) The Recipient agrees not to approach the Seller (directly or indirectly), or attempt to negotiate, purchase, lease, invest in, or otherwise acquire an interest in the Business, except through the Agent, unless otherwise agreed in writing, (3) The Recipient must not: (a) bypass, avoid, or circumvent the Agent in any dealings with the Seller; (b) assist any other party to do so; or (c) take any action that interferes with the Agent's entitlement to commission, (4) If the Recipient (or any related entity, nominee, associate, or advisor of the Recipient) acquires an interest in the Business, whether directly or indirectly, the Recipient agrees the Agent is deemed to be the effective cause of the transaction, and the Agent's full commission is payable by the Seller in accordance with their agency agreement, (5) If the Recipient is found to have breached this clause, the Recipient agrees to indemnify the Agent against any loss, commission, costs, or damages suffered as a result of such breach. 4. Indemnity: The Recipient indemnifies and holds harmless the Agent against all claims, demands, actions, losses, liabilities, damages, and costs arising out of or in connection with any breach of this Agreement. 5. Disclaimer: (1) Information supplied 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, (2) 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, (3) 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, (4) 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, (5) This document 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. 6. Duration: The obligations in this Agreement continue indefinitely, including after the return or destruction of Confidential Information. 7. Electronic Acceptance: The Recipient agrees that execution of this Agreement electronically, including by clicking "I Agree" or providing acknowledgement via email or digital form, is binding and enforceable.*
- I/We Agree to the Confidentiality Agreement.
I/We have read and understood the Privacy Statement located at https://goldcoastbusinessbrokers.com.au/privacy-statement/.*
- Agree
Please upload Photo ID (Please note that this is not a mandatory requirement however if you are not prepared to provide Photo ID your enquiry may be rejected. The purpose of this request is to match the details provided and no other purpose).*
Drop files here or

Accepted file types: jpg, gif, png, pdf, Max. file size: 200 MB.
Would you like to receive email alerts regarding business opportunities from us?*
- Agree
- Disagree
Thank you!

We post regular updates on Facebook. Make sure you don't miss out on opportunities by following us on Facebook!

Property Features

Real Estate Agent's

About
Bio
Recent Listings

Blake Marshall

0413 895 244

Blake offers a diverse background across trades, finance, and the motorcycle industry. Of particular relevance, Blake built a successful mortgage broking business spending eight years helping clients secure finance for business and property investments. This experience gave Blake deep insight into how deals are structured, what lenders look for, and how to present financials in a way that builds confidence and gets deals across the line. After successfully negotiating and selling his own mortgage broking firm, he transitioned full-time into business sales, where he has spent the past two years applying that same expertise to achieve strong results for his clients.

About
Bio
Recent Listings

Anita Marshall

0439 393 178

With more than two decades of experience in finance, lending, and business development, Anita Marshall brings a wealth of real-world insight to the business sales process. Before transitioning into business broking, Anita spent over 20 years as a respected mortgage broker and business owner of her own mortgage brokerage, where she helped hundreds of clients achieve their property and investment goals. Her deep understanding of lending structures, buyer financing, and deal flow gives her a unique advantage when guiding both sellers and buyers through complex transactions. Anita’s approach is warm, transparent, and solutions-focused. She combines her financial acumen with strong relationship-building skills developed through years as a Business Development Manager in the finance sector. This means she not only connects quickly with clients but also understands how to position a business for a smooth, finance-ready sale that appeals to serious buyers. Known for her professionalism and persistence, Anita is passionate about helping business owners realise the full value of what they’ve built — and ensuring the transition is handled with care and confidence.

Blake Marshall May 28, 2026 Comments Off

PREMIUM 5-DAY CAFÉ IN PROFESSIONAL PRECINCT FOR SALE NEWER ENTRIES

OLDER ENTRIES INNER BRISBANE CITY CAFÉ GEM – $1.2M+ TURNOVER | UNDER MANAGEMENT | STRONG $400K+ PROFIT | LONG LEASE

Gold Coast Businesses for Sale Brisbane Businesses for Sale

Best Business Brokers Selling Businesses in Brisbane and Gold Coast

EAST COAST BASED MORTGAGE BROKERAGE BUSINESS

Description

East Coast Based Mortgage Brokerage Business

- Melbourne Region VIC

Confidentiality Agreement

Thank you!

Property Features

Real Estate Agent's

Blake Marshall

Anita Marshall

RELATED POSTS

How to stuff up finance when buying a business

How to maximise the sale price of your business

Best housekeeping tips to prepare your business for sale

Improve Your Business with Email Marketing

I Want to Know More

I'd like to speak with someone about FSBO

I'd like a confidential Market Appraisal: