âAn outstanding opportunity to acquire an established boutique mortgage trail book with an active loan book exceeding $100M and strong recurring trail income. Operating successfully since 2015, the business has built a highly respected reputation through personalised service, strategic lending solutions and long-standing client relationships. Approximately 80% of business is generated through repeat clients and referrals, supported by trusted referral partners and an established database of more than 8000 contacts. The business operates with low overheads, streamlined systems and flexible work-from-anywhere capability. Offering residential, commercial and asset finance solutions. This opportunity represents significant growth potential for existing brokers, financial firms or owner operators seeking a modern, relationship-driven business with strong recurring income and future upside. Includes automated systems, strong retention strategies and transition support available.
Contact Blake Marshall [Phone Number Censored] | Anita Marshall [Phone Number Censored]
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.
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