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.
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
