Prime Mortgage Brokerage with Loyal Relationship-Based Clients

Sold - Canberra ACT

Short Summary

Established Mortgage Brokerage with loyal clients, clean trail book, strong retention, low clawbacks and smooth handover opportunity.

Key Selling Points

• Established brand
• Home based
• Flexible hours
• Recession proof
• No Stock requirements
• Strong year to year Profits
• Online-based
• Box-in-box-out
• Relocatable with no dependence on location or staff
• Booming Industry!
• Future pipeline of work in place
• High percentage of organically driven sales
• No exposure to Covid restrictions

This quality mortgage brokerage offers a rare opportunity to acquire a clean, relationship-driven trail book with loyal clients. Established over 8 years, the business has developed a strong reputation and consistent growth. The client base consists mainly of sticky clients using prime lenders with excellent retention and very low clawback history. The simple operational structure and low overheads make it ideal for brokers seeking to expand their existing trail income or a broker looking to start their own brokerage. The owner is offering a smooth transition and warm introduction to clients, supporting a seamless ownership transfer.

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

Asking $485,000

Ref. no. BUY2630

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.