Highly Reputable, Relationship-Driven Mortgage Brokerage – 25 Years of Repeat Clients

- Newcastle NSW

Short Summary

Well-established mortgage brokerage with strong repeat clients, built on referrals, strong trail income and exceptional client loyalty.

Key Selling Points

•  Established brand
• Passive Income
• Home based
• Short hours
• Flexible hours
• Recession proof
• Low Overheads
• No Stock requirements
• Low working capital requirements
• Strong year to year Sales
• Strong year to year Growth
• Online-based
• Long-term Customers in place
• 70% Repeat Work
• Booming Industry!
• Large Database of Customers
• Short working week
• No weekend work!
• Proven trading through Covid

A rare opportunity to acquire a highly respected and long-established mortgage brokerage with a 25-year history and an exceptional reputation across NSW. This business has been built entirely on relationships, repeat clients and multi-generational referrals, with no reliance on advertising. Its strong client loyalty, consistent trail income and streamlined operations make it an attractive proposition for an experienced broker or a growing group seeking a stable, lifestyle-friendly acquisition. The existing broker works 3 days per week so for a full time broker there is plenty of potential in this business.

The business specialises in supporting investors and long-term clients through strategic, big-picture lending advice, resulting in a “sticky” client base and consistently low clawbacks. Many clients have been with the business for decades, with the second generation now becoming active borrowers. Approximately 65% of business comes from repeat clients and 35% from referrals, supported by a well-maintained database of active contacts.

Operationally, the business is thoroughly systemised, utilising Salestrekker CRM and ‘Your Client Matters’ for client communications, automated workflows, newsletters, milestone updates, and retention-focused touchpoints. The broker currently works three days a week, supported by a long-standing part-time loan writer/parabroker who manages admin and loan processing functions. The business operates smoothly with part time owner involvement and offers excellent lifestyle flexibility.

Included in the sale are the full client database, email, phone number, website domain , established branding, documented processes, and a warm handover to ensure seamless continuity. The seller is also willing to remain as a referral partner in her separate investment advisory business, with potential for continued ongoing client introductions.

The business demonstrates strong financial stability, with consistent trail income, highly repeatable revenue streams, flexible operational costs, and no reliance on walk-ins. It has a long history of clean compliance, positive audit outcomes, and strong lender relationships through its aggregator.

With its established brand presence, loyal clients, strong systems, passive income, and low overheads, this brokerage presents a turnkey opportunity for a buyer seeking a high-quality, relationship-driven mortgage business with significant scope to scale.

This business is based in NSW however there are clients in a variety of locations.

For more information please call us asap as we expect this listing to be very popular. Books and brokerages are hot property so don’t miss out. contact us today!!

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

Asking $650,000

Ref. no. BUY2600

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.