We are presenting a compelling opportunity to acquire a high-quality recurring trail income stream currently generating a consistent and healthy amount per month. Featuring predominantly residential mortgage services (approx. 98% residential, 2% commercial) across an established database of 1,600 contacts. A low-overhead, turnkey acquisition with strong near-term upside through client retention, portfolio optimisation, refinancing onto improved terms, cross-sell potential, and trail book growth.
Ideal for an established brokerage or an ambitious broker seeking to expand in South East Queensland’s dynamic market, this opportunity provides a high-quality trail book, loyal client base, and strong lender relationships primed for continued growth. The vendor is retiring but intends to stay involved post-sale, offering transition support to help the purchaser retain and maintain the portfolio effectively. Act now to secure this valuable, growth-oriented asset.
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.
