Following our Vendor’s instruction, the asking price has been slashed!
A mortgage loan book for sale, comprising both residential and commercial loans, predominantly serving clients in Melbourne. The portfolio offers immediate refinance opportunities, providing clear, near-term strategic upside for the astute acquirer.
Key Highlights:
• Immediate refinance potential from loans now due for review/reset.
• Aggregated under a leading national aggregator, providing access to a broad lender panel, advanced tech platforms, and robust compliance/operational support.
• Strong Melbourne concentration for efficient local servicing and retention in Victoria’s vibrant market.
• Email redirection included for seamless transition and immediate communication continuity.
• Fully motivated vendor scaling down broking to focus on wealth management/private lending, ensuring cooperative handover.
Ideal for a seasoned brokerage or ambitious broker looking to scale in Melbourne’s dynamic market, this opportunity delivers a diversified loan book, strong aggregator backing, and significant built-in upside from refinancing existing facilities, cross-sell opportunities (insurance, wealth, additional lending), and organic expansion through new business. Seize this prime asset to capture value and drive growth.
For a detailed prospectus and more information on this not-to-be-missed opportunity, please contact Paul Smith from 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, Online.
