Established Mortgage Brokerage | $325m+ Active Loan Book | Strong Recurring Trail Income

Net trail is $50,465.98 per month and annualised figure is $605591.76, An exceptional opportunity to acquire a substantial Melbourne-based mortgage brokerage with an active loan book exceeding $325 million. The portfolio comprises 597 active loans and is supported by an established database of 593 clients, predominantly located within Victoria. The lending portfolio is well diversified across residential (62%) and commercial (38%) lending, servicing a broad market that includes SME, professional and self-employed clients. The brokerage demonstrated increased lending activity throughout FY2026, further supporting the strength and ongoing performance of the portfolio. Approximately 97% of active clients are located in Victoria, providing an established and concentrated local client base. The sale is being undertaken as the vendors shift their focus toward a separate commercial referral platform business, providing an opportunity to acquire a sizeable, diversified and established mortgage lending portfolio with significant scale in the Melbourne market. Please note the net profit in this ad is actually the trail amount. This listing is being sold on a multiple of the trail income.

Contact Anita Marshall XXXXXXXXXX | Blake Marshall XXXXXXXXXX

Asking Price $2,530,000

Ref. no. BUY2718

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.