About the Business

The brokerage has developed a recognised brand in the market, supported by consistent online visibility and content, which continues to drive inbound enquiry and repeat business. Importantly, the business is not reliant on a single lead source and benefits from diversified enquiry channels.

Established mortgage brokerage (founded 2021).

Strong, recognisable brand with digital presence.

Systemised operations with documented processes and workflows.

Scalable business model with expansion opportunities.

Diversified client base across multiple borrower segments.

Experienced owner willing to provide warm email handover to the database.

The owner is actively involved in the business as the mortgage broker providing client consultations, loan structuring, lender selection, compliance oversight and management. There is one full time support team member in the business. Importantly, systems and processes have been implemented to support delegation, efficiency and scalability to support future growth.

The business utilises modern CRM and workflow systems to manage client records, documentation, compliance and follow-ups. Automation and templates are used extensively to ensure consistency, speed and accuracy across applications.


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.