Now available is a relationship-focused mortgage brokerage with strong systems, loyal clients, and scalable infrastructure—perfectly positioned for continued growth.
This business was created with a clear mission: to help Australian families not just secure their homes, but build long-term financial futures. Known for its values-driven approach, the brokerage blends technology with a deeply personal service model. Most clients are repeat or referral-based, supported by a low clawback rate and exceptional client retention.
Approximately 80% of leads come via marketing and brand activity, while the remainder is fuelled by existing client referrals and five active referral partners. Services include 90% residential lending, 10 % of other finance types, including SMSF, asset finance, and commercial deals — presenting further opportunity for expansion in under-utilised areas.
A highly capable support team is in place, including a mix of local and offshore staff covering parabroking, admin, loan processing, marketing, and compliance tasks. Systems and workflows are fully documented and automated via Broker Engine, ensuring a smooth handover for the incoming buyer.
Key Features:
Full trail book database PLUS full CRM database, domain, phone numbers, and email addresses included.
Efficient internal processes using the aggregator and Broker Engine with automated workflows and templates.
Monthly client email newsletters and marketing campaigns through Your Client Matters.
Strong client loyalty and exceptional Google reviews.
Experienced team of local parabrokers and offshore VA support staff.
Very low clawback rate and steady growth metrics.
Primarily video-based client engagement, offering location flexibility.
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 thriving business.
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
