About the Business

An exclusive opportunity exists to acquire a successful residential mortgage brokerage with a proven track record and strong client loyalty built through word of mouth.
This business has been built with a focus on owner-occupied lending, particularly first-home buyers & mum and dad type home buyers, resulting in an extremely sticky loan book with long-term retention. The portfolio is predominantly residential lending, with a small exposure to SMSF & commercial lending, presenting significant untapped potential for growth in those sectors, as well as in asset finance and equipment finance.

Key Highlights

• Clean loan book with excellent compliance history
• High client retention
• Sale includes database, trail book, & business phone number
• Para broker currently working in the business
• An optional lease is available, or transition the business to a work-from-home structure.
• The current owner is retiring and is committed to a smooth transition of ownership.

This is an ideal acquisition for an existing brokerage looking to expand its footprint, diversify loan types, and unlock new revenue streams, or for an ambitious operator seeking to step into a ready-to-run, compliant, and profitable mortgage business with strong foundations.

For a detailed prospectus and more information on this not-to-be-missed opportunity, please contact Paul Smith from Yield Business Brokers at [email protected]

Details about the business for sale are confidential and will only be disclosed after a Confidentiality Agreement is signed, at the broker's discretion.
Stock photos might be utilised to represent the business without revealing its identity.
Buyers should conduct their own investigations to confirm the accuracy of the information provided.

Keywords: Mortgage Broker, Mortgage Brokerage, Finance, Lending, Online.