MORTGAGE BROKERAGE BUSINESS & BOOK – SOUTH EAST QUEENSLAND – BROKER RETIRING!!

Mortgage brokerage business based in South East Queensland being sold with the database, trail income, full contact list, email address, website plus a warm handover from the owner to the database. The owner of the business is retiring with plans to travel, however is also happy to stay on in an admin role up to 10 hours a week working remotely if the buyer wishes. The business has been in operation since 2012. This brokerage has a competent, permanent part time VA.

The book is predominately residential lending with a mix of owner occupied and investment clients. The clients are a good mix of self employed and PAYG. There is amazing potential for a buyer to market cross sales into asset, car & commercial lending. The broker has kept excellent records of all clients who have enquired about finance so there are 1408 clients on the database. 830 have loans in place. The broker has set up full automations and templates within the aggregator software. Almost all business comes from repeat or referral work directly from the database. Suitable for a broker with any aggregation group to purchase.

Contact Anita Marshall

Asking $500,000

Ref. no. BUY2578

DISCLAIMER:
The information contained in this advertisement and any other material provided in connection with the sale of this business has been supplied by the seller and other sources deemed reliable. While every care has been taken to verify the accuracy of the information, Business Classifieds Pty Ltd ATF Business Classifieds Trust and its agents make no representations or warranties (express or implied) as to the accuracy, completeness, or currency of the information provided.

Prospective purchasers must make their own independent enquiries, investigations, and assessments and should seek professional advice from their accountant, solicitor, and/or other relevant advisors.

No reliance should be placed on any statement, forecast, or representation as to future matters, including profitability, performance, or growth potential, which are inherently subject to business, market, and economic risks.

Business Classifieds Pty Ltd ATF Business Classifieds Trust and its representatives do not accept liability for any loss, cost, or damage arising directly or indirectly from any decision made based on the information provided.

This advertisement and any other material provided in connection with the sale of this business does not constitute legal, financial, or business advice and is not a substitute for a full due diligence investigation. The sale of this business is subject to contract and the final approval of the seller.

For more details, please email broker or call agents.