About the Business

This well-established mortgage brokerage offers an outstanding opportunity for an incoming operator to step into a simple yet highly effective business model with a loyal, referral-driven client base.

Based in SEQ and operating remotely, this one-person brokerage services clients Australia-wide. Built on a strong retention foundation, the business offers regular touchpoints including annual reviews, repricing, and quarterly client check-ins, keeping relationships warm and referrals flowing.

This brokerage has been built on investment-focused clients. Many have multiple properties and are actively seeking to expand their portfolios. While asset finance and SMSF lending are not currently marketed, there is a significant opportunity to grow in these areas using the existing database, especially for clients who have maximised their borrowing capacity on a personal investment loan basis but want to continue building their portfolio.

Key Features:
- Business is being sold with the phone number, email, and website domain. Also, social pages, a Facebook group with 2200 members.
- The loan book and CRM database are included in the sale, with over 1500 clients on the email database.
- Broker uses the aggregator software and external deal software, including checklists and templates.
- Fully remote model-video-based client meetings.
- Highly engaged client base with strong retention.
- Very low marketing spend, high referral-based growth, plus a marketing strategy that can be turned on at any time to bring in more leads.
- Excellent reputation and service standards
- Opportunity for growth via asset finance, commercial and SMSF and database cross-sale engagement

The seller is offering a 30-day transition. Ideal for a broker looking to scale quickly or a larger practice seeking a bolt-on with a stable income stream.

This is an ideal acquisition for an expanding brokerage, a solo operator stepping into a turnkey business, or a strategic buyer seeking a well-run operation with heart, history, and a solid growth foundation.

Don't miss this chance to own a highly reputable, efficient mortgage brokerage.

Contact Information:
Take the first step toward owning this profitable and established business. Act now!
For a detailed prospectus and more information on this not-to-be-missed opportunity, please contact the team at Yield Business Brokers.
Details about the business for sale are confidential and will only be disclosed after a Confidentiality Agreement is signed, at the broker's discretion.
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