ESTABLISHED CONNECTIVE MORTGAGE BROKERAGE | $160M+ ACTIVE LOAN BOOK | STRONG RECURRING TRAIL INCOME & GROWTH PLATFORM

This long-established Connective mortgage and finance brokerage represents an opportunity to acquire substantially more than a recurring trail book.

The business has a $160M+ active loan book supported by strong recurring trail commission income. The May trail payment, received in June, was $22,387.50 net ($24,626.33 including GST).

The loan book comprises a diversified mix of owner-occupied and investment lending across multiple lenders, providing diversification and reducing reliance on any individual lender or lending segment.

In addition to the existing loan book, the business has developed a substantial established client database, providing ongoing opportunities for repeat lending, refinancing, equity releases, additional property purchases and referrals. A structured six-monthly client review program supports retention and provides regular opportunities to identify further lending requirements.

The business provides residential, investment, construction and bridging finance together with commercial, business and asset finance solutions, creating opportunities for a purchaser to generate additional revenue from the existing client base.

New business is generated through a combination of the existing database, repeat clients, client referrals, professional referral relationships, digital/organic channels and established industry relationships.

Importantly, the purchaser is acquiring an established operating platform rather than simply a trail book. Mercury Nexus CRM, documented workflows, templates, digital assets and established processing and administrative support are already in place. One para-broker and one loan processing/administration team member are expected to be interested in continuing with the business under new ownership, providing valuable continuity following settlement.

The business operates predominantly through cloud-based systems and can service clients throughout Queensland and nationally without being dependent upon a particular physical location. This also provides considerable flexibility for an existing brokerage or financial-services business to integrate the operation into its existing infrastructure.

There are a number of identifiable growth opportunities available to a purchaser, including greater utilisation of the existing database, expanded asset and vehicle finance, commercial and business lending, increased referral-partner development and further automation of client retention and marketing activities.

The principal owner will provide a comprehensive handover, including introductions to key referral and professional relationships, aggregator contacts and other important business relationships, together with transitional assistance to support continuity of the client base.

The sale represents an opportunity for either an established brokerage seeking immediate scale and recurring income or an experienced broker seeking to acquire an established operating business with a substantial loan book, client database, systems, staff support and future growth opportunities.

Contact Blake Marshall

Asking $1,130,000

Ref. no. BUY2700

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.