About the Business

The business has a $160M+ active loan book supported by strong recurring trail commission income. The May trail payment, received in June, was $22,387.50 net ($24,626.33 including GST).

The loan book comprises a diversified mix of owner-occupied and investment lending across multiple lenders, providing diversification and reducing reliance on any individual lender or lending segment.

In addition to the existing loan book, the business has developed a substantial established client database, providing ongoing opportunities for repeat lending, refinancing, equity releases, additional property purchases and referrals. A structured six-monthly client review program supports retention and provides regular opportunities to identify further lending requirements.

Importantly, the purchaser is acquiring an established operating platform rather than simply a trail book. Mercury Nexus CRM, documented workflows, templates, digital assets and established processing and administrative support are already in place. One para-broker and one loan processing/administration team member are expected to be interested in continuing with the business under new ownership, providing valuable continuity following settlement.

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.

The sale of this business is subject to contract and the final approval of the seller.