Now available, and expected to sell quickly, is a well-established, referral-driven mortgage brokerage built on integrity, relationships, and client-first service. Founded in 2020 by a former banker, this business has grown through trust, personal connection, and an unwavering commitment to putting clients' needs first.
Based in Western Sydney, the business operates flexibly, meeting clients mostly via video or in person. With 80% of business generated from repeat clients and referrals, it's a model built on loyalty and reputation, backed by extremely low clawback rates and consistent word-of-mouth growth.
This is a residential-focused brokerage, some SMSF and the occasional commercial deal, leaving room for future expansion into asset finance and higher volumes of commercial lending.
A dependable team is in place, including a full-time offshore VA handling loan processing and communications with banks, and a highly experienced local permanent part-time team member providing daily Para broking and support.
Key Features:
Trail book, client database, phone numbers, email, and website domain included.
Efficient, flexible operating model with minimal overheads.
CRM and systems in place via Sales Trekker.
Excellent client retention and high satisfaction ratings.
Established local referral relationships, including school sponsorships.
Warm email-based client handover included.
Our Vendor is open to remaining with the business post-sale.
This is a perfect acquisition for a growing brokerage, a solo entrepreneur entering a ready-to-go business, or a strategic buyer looking for a well-managed operation with a rich legacy, strong community ties, and a solid foundation for growth.
Move quickly, this opportunity will not be available for long.
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
