About the Business

Established in 2016, this is an exciting opportunity, not to be missed.

A multi-award-winning, premium online mortgage broker business in Sydney with a proprietary online platform. Featuring both an automated front-end customer application/loan-search process and a comprehensive back-end broker/administration system that streamlines and systemises the entire loan application process, with the ability to tailor documentation to the customer’s needs.

Ideal bolt-on to an existing brokerage looking to rapidly grow, as this can be rolled out across a larger team, provides access to the existing customer database and trail book, and can target clients across Australia and beyond.

In addition to a significant opportunity for bolt-on, also represents a significant cross-sell opportunity to other professional service industries since the client base is predominantly high net worth / high income earning.

Key Facts

• Significant trail book sitting at approx. $335 million and growing
• Trail book generates approx. $38,000 a month in revenue or $456,000 per annum
• Monthly settlements continue to increase, monthly settlements consistently strong around $20 million per month
• Revenue has rapidly risen in the 5 years since inception and the business has a trail book that generates $38,000 a month and growing
• The business is based around an online broker platform that automates and streamlines the process, end-to-end
• The online software provides customers with access to over 50 lenders and a broad range of home loans
• The business has a team of both brokers and admin/operations staff who are able to guide customers through the process and tailor solutions to the client
• The back-end of the platform allows the brokers to manage client accounts, access forms, meet compliance requirements and work to efficiently manage and track loan applications
• The platform has been specifically developed for the business and has never been licensed out to any other business - this is exclusive, carefully developed IP
• Almost 200 combined five-star reviews on Product Review and Google. No reviews are under 5 stars.
• Multi-award-winning business!

Get in touch with Paul Smith on 0420 550 433