Acquire a remote mortgage brokerage operating across nine states through a specialist community network and established referral relationships. Founded in 2019, the business is NMLS-licensed and holds National LGBTQ Chamber of Commerce certification, which the owner reports as an important source of introductions and repeat activity.
Offered at $811,000, the brokerage reports revenue of $334,229 and adjusted cash flow of $289,758. The two owners handle origination and operations without employees or a physical office requirement.
Approximately 75% of revenue comes from repeat clients, past-client referrals and LGBTQ community partnerships, with realtors and organic online search contributing the balance. The business received a national Mortgage Broker of the Year award in 2022. A deliberate reduction in headcount and expenses has supported improving adjusted cash flow.
The seller identifies an existing client book with further refinancing potential as market conditions and individual borrower needs change. The owners are retiring and offer a thorough transition, including introductions to their realtor network and handover of client history and processes.
Enquire for the state coverage, referral network, licensing and certification transfer requirements, and transition options
