Mortgage Choice Queensland Brokerage

- Gold Coast QLD

Short Summary

Established Mortgage Choice business with sticky client base, recurring trail income and experienced staff. Strong platform for growth.

Key Selling Points

• Established brand
• Flexible hours
• Recession proof
• Low Overheads
• No Stock requirements
• Long term Management and Staff in place
• Strong year to year Growth
• High Profit Margins
• Niche Industry
• Booming Business!
• Booming Industry!
• Future pipeline of work in place
• Large Database of Customers
• Expansive Social Media Presence
• Optional weekend work and after hours to increase income
• Proven trading through Covid

This well-established (nearly 20 years) Mortgage Choice business operating in QLD has built a strong reputation based on long-term client relationships, consistent referral work and a high level of customer service. The business has been developed over many years with a focus on providing personalised lending advice, resulting in a loyal client base and a significant amount of repeat and referral business.

The business operates under the Mortgage Choice brand and benefits from the systems, technology and marketing support provided by the group. This includes access to CRM software, marketing platforms, lender panel access and lead generation resources, allowing the business to run efficiently with established procedures already in place.

A key feature of the business is the strength of the existing database and loan book, which provides ongoing trail income as well as opportunities for refinance, reviews and repeat lending. Many clients have been with the business for a number of years, with a large proportion of work coming from referrals and returning customers. The relationship-based approach taken by the owner has resulted in strong client retention and a steady flow of new enquiries.

The business is currently supported by experienced staff, including an additional broker and administrative support, together with offshore assistance for file preparation and compliance. This allows the day-to-day workload to be shared and provides continuity for clients, making the business suitable for a smooth transition to new ownership.

The current office premises are located in QLD and may be available to lease to the incoming owner, however the business is not dependent on a physical location and can be operated remotely, subject to Mortgage Choice requirements. Client meetings are conducted both in person and via phone or video, providing flexibility in how the business is run.

This opportunity would suit an existing broker looking to expand their loan book, a Mortgage Choice approved franchisee, or a finance professional seeking to acquire an established, relationship-based business with recurring income and further growth potential. With the owner now looking to retire, the business presents a solid platform for a new owner to continue servicing the existing clients while growing new lending volumes over time.

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

Asking $1,150,000

Ref. no. BUY2633

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.