- Categories: Professional
Established in 2016, this is an exciting opportunity, not to be missed.
A multi-award-winning, premium online mortgage broker business in Sydney with a proprietary online platform. Featuring both an automated front-end customer application/loan-search process and a comprehensive back-end broker/administration system that streamlines and systemises the entire loan application process, with the ability to tailor documentation to the customer's needs.
Ideal bolt-on to an existing brokerage looking to rapidly grow, as this can be rolled out across a larger team, provides access to the existing customer database and trail book, and can target clients across Australia and beyond.
In addition to a significant opportunity for bolt-on, also represents a significant cross-sell opportunity to other professional service industries since the client base is predominantly high net worth / high income earning.
Key Facts
* Significant trail book sitting at approx. $335 million and growing
* Trail book generates approx. $38,000 a month in revenue or $456,000 per annum
* Monthly settlements continue to increase, monthly settlements consistently strong around $20 million per month
* Revenue has rapidly risen in the 5 years since inception and the business has a trail book that generates $38,000 a month and growing
* The business is based around an online broker platform that automates and streamlines the process, end-to-end
* The online software provides customers with access to over 50 lenders and a broad range of home loans
* The business has a team of both brokers and admin/operations staff who are able to guide customers through the process and tailor solutions to the client
* The back-end of the platform allows the brokers to manage client accounts, access forms, meet compliance requirements and work to efficiently manage and track loan applications
* The platform has been specifically developed for the business and has never been licensed out to any other business this is exclusive, carefully developed IP
* Almost 200 combined five-star reviews on Product Review and Google. No reviews are under 5 stars.
* Multi-award-winning business!
Get in touch with Paul Smith on ---- --- ---
