Trail Book Acquisitions
Are you a seasoned mortgage broker standing at a crossroads, contemplating your next steps in the industry?
Perhaps you’re mulling over your exit strategy after years of dedicated service.
Maybe the constant calls and the weight of compliance, processing, and ongoing support are taking their toll.
Or perhaps you’re ready for a new adventure but need financial support to make the transition.
In Financial Services, with over two decades of experience, has earned a reputation as one of the top-rated mortgage brokers in the Maitland, Hunter Valley, and Newcastle areas. Our commitment to delivering exceptional service and going above and beyond for our clients is reflected in our numerous 5-star reviews.
Conveniently located in Dick Street, Newcastle West, and Bulwer Street, Maitland, our offices offer easy access for face-to-face consultations, ensuring personalized service at locations convenient for you.
As part of our expansion plans, we’re eager to acquire loan books. If you’ve ever considered selling, transitioning out of mortgage broking, or downsizing your operation, we’re here to explore how we can facilitate that process.
When considering selling your mortgage trail, several questions may arise:
- What is my mortgage trail worth?
We understand the dedication it took to build your business and your loan book. Rest assured, we’re committed to offering a price that you deem fair and reasonable. - Will my clients still receive 5-star service?
Client satisfaction is paramount to us. Our mission is to ensure that the service excellence you’ve nurtured continues seamlessly.
We focus on local acquisitions to maintain our commitment to delivering top-tier service, backed by investments in client education and loyalty programs. - Should I keep my book but step back?
Transitioning into retirement while maintaining your book is a viable option.
We’re here to support you in this journey by taking over ongoing responsibilities while you scale back your involvement. Let’s collaborate to tailor a solution that aligns with your goals.
You may also be wondering about the selling process itself and whether it will be lengthy and complicated. Rest assured, we’re cash buyers for the right loan books and are committed to making the transition as seamless and hassle-free as possible for you.
Our interest in acquiring loan books is an ongoing strategy, so even if you’re not ready to sell at this time, simply having a conversation could be beneficial for the future.
If you’d like to discuss this further, please schedule a meeting at your convenience.
What information will be needed to start the process?
– Last trail statement
– Last year’s same months trail statement (for comparison)
- Cheyenne Antoniou 1 month agoBen has gone above and beyond with helping us buy our first ever house. He is responsive, understanding and friendly and nothing was a hassle. I would 100% recommend Ben as he has made our experience easy and stress free throughout the process! We couldn’t thank Ben and his team at In Financial Services enough!read moreread less
- Timothy Jones 1 month agoInFinancial Services exceeds expectations with their unparalleled commitment to excellence. From their comprehensive financial solutions to their exceptional customer service, they set the standard in the industry. Their team of experts (looking at you Jill Danfield) demonstrates a deep understanding of clients' needs, providing personalized strategies that drive success. With InFinancial Services, you're not just a client; you're a valued partner on the journey to financial freedom. I highly recommend them to anyone seeking top-tier financial advice and services.read moreread lessThomas Badman 1 month agoJill and her team were just amazing with helping myself and my partner secure finance for our first home. She helped us understand and choose the best financing package that suited our needs and wants. Couldn’t recommend them enough to help guide you through your big purchase decisions.read moreread less
- Susan Manning 3 months agoThe ladies have helped us for over 15 years to build a prosperous property portfolio which has allowed us to retire early. They have always been available to speak with us and answer our questions knowledgeably. We trust them completely and can't recommend them highly enough.read moreread lessbrandon mcmahon 4 months agoI would like to say thank you to Jill and Christy for helping me out with the refinance of our home loan, this is not the first time we have asked for help from Jill in regards to finding the right lender for us. I would highly recommend Jill to anyone. Thank youread moreread less
- jacqueline russell 4 months agoI had an exceptional experience with Jill Danfield and her team. Their expertise and dedication made the entire process seamless. Jill patiently explained every detail, secured a great rate, and ensured a timely closing. I highly recommend their services for an stress-free home financing journey.read moreread less
- kiyarna meehan 5 months agoThank you to Janine and her team for being an amazing adviser and highly professional. She has made the challenging journey of purchasing a property become achievable with her guidance, knowledge and support. Highly recommend their services for an easy and no stress process. Thank you again!read moreread lessAleasha Self 1 year agoJanine is amazing, she is very knowledgeable and was happy to answer all our questions. Being self employed made it very daunting looking for a broker, Janine and her team were so accommodating, they went above and beyond to get us where we needed to be. Our finances were complicated but it did not deter Janine from helping us in every way she could to get us the best outcome possible. We can’t thank her enough and will certainly use her services again in the future.read moreread less
- Nigel Jackson 1 year agoIn Financial Services are the best, Ben Harris is the best person that you could possibly request to assist with any financial matters. Great communication from start to finish, didn’t matter how big or small our questions were Ben was always on the other end of the phone, email or Txt messages, didn’t matter if it was day time, night time or a weekend at times, extremely proactive and gets the job done extremely fast / efficient and the desired outcome that we required. 10 out of 10 would highly recommend Ben Harris from In Financial Services.read moreread less
- Nata Sha 1 year agoMrs Kelly Robert is very reliable, trusted and legit when it comes to forex and cryptocurrency trading. A friend recommended Mrs Kelly Robert to be one of the best forex and cryptocurrency trader and she’s very good at what she does by earning me $9000 weekly with $2000
Contact her on Email: kellyrobert11009@gmail.com
WhatsApp + 1 (925) 414‑5596.read moreread less - Laura McKee 2 years agoJill was such an amazing Mortgage broker. She stepped us through the process and helped us apply for and achieve our goal. Her communication was amazing and she spoke with us or answered our questions promptly. After so much previous disappointment, Jill really helped our dreams come true! She was trust worthy, professional, knowledgeable and honest. We will be forever grateful. THANKYOUread moreread less
- Elise Maree 2 years agoJill was extremely helpful and patient during the process of my partner and I purchasing our first home. She was reliable and very informative. I never had to worry about chasing up responses from her, she would always reply to emails promptly. We highly recommend having Jill as your broker.read moreread lessRyan Pittman 2 years agoIn Financial Services initially set up my home loan & have also refinanced my current home loan. I appreciate the work the ladies do to make my mortgage process easier including regular communication over the whole duration of my home loan. The staff go above efforts as I have contacted them out of hours for urgent matters & always have the time for any advice that may not concern my home loan. Thanks ladies.Ryan.read moreread less
- Madeline Vicary 2 years agoJill was amazing to work with. I am a first time home buyer and there was never a question too dumb to ask Jill about the process. She had all the answers and supported me through the whole decision making process to gaining final loan approval. I will be back to Jill if I ever decide to refinance.read moreread less
- Sam Myers 2 years agoWe have refinanced recently with the team at In financial services.We were so impressed with there efforts and customer care from the whole team.We were in constant contact as the they were pushing this through for us.
We are now in a comfortable position and are very happy with the result.
We highly recommend 👏👏👏
Thanks againread moreread less - Garth and Jodie Tuckey 3 years agoWe have been clients ofJanine and her team for around 15 years. We have always found them to be efficient, reliable and professional. We have saved money and time and they have excelled at keeping us informed during the loan process. We would highly recommend iNFINANCiAL services.Garth and Jodie Tuckeyread moreread lessCarles Group 3 years agoJill has been our family Mortgage Broker for many years. In that time Jill has mortgaged us up on many occasions always happy to go that extra mile. Thanks Jill, we really appreciate all your help over the years & hope that you get a few more over the line for us in the near future.Thanks David & Kim xxread moreread less
- James eckford 3 years agoJanine and the team at In Financial Services were amazing to work with. I wasn’t sure where to begin when looking for a home loan and they helped me every step of the way. All my options were displayed clearly so I could see what worked best for me. I wouldn’t be a home owner without their helpread moreread less
- Nikki 3 years agoJanine and her team were a delight to work with, they made the loan approval process effortless! They were responsive to my needs and guided me throughout the whole process and beyond. Due to In Financial my home buying experience has been stress free. Thank you ladies.read moreread lessJP Printer 3 years agoJill has been our family Mortgage Broker for many years. In that time Jill has mortgaged us up on many occasions always happy to go that extra mile. Thanks Jill, we really appreciate all your help over the years & hope that you get a few more over the line for us in the near future.Thanks David & Kim xxread moreread less
- Sally Crane 3 years agoJill, Christy, and the team did an amazing job in helping us refinance our loan to access a far lower interest rate, saving us over $5000 a year with the added bonus of a surprise $4000 cashback from the bank just for switching banks. I wouldn't hesitate to refer anyone to inFinancial Services for assistance with their lending.read moreread less
- Car Nut 3 years agoIf you’re looking at the market for a first home or construction I couldn’t recommend more highly the services provided by Janine and the team at iNFINANCIAL Services. From day one looking at concept ideas all the way through to full finance approval your services are making what I didn’t formally think possible a reality, thank you! D.Oread moreread less
- Melinda Sams 3 years agoThank you Janine & In Financial Services team for all their help & effort securing our 3rd home loan. Always professional, friendly & knowledgeable, nothing is ever a problem. 11 years ago we met Janine & she helped us secure our 1st home loan since then we have used this service & will always continue to use In Financial Services. Highly recommend. Thanks again Janine.
Kind Regards,
Jeremy & Melindaread moreread lessMelinda Sams 3 years agoThank you Janine & In Financial Services team for all their help & effort securing our 3rd home loan. Always professional, friendly & knowledgeable, nothing is ever a problem. 11 years ago we met Janine & she helped us secure our 1st home loan since then we have used this service & will always continue to use In Financial Services. Highly recommend. Thanks again Janine. Kind Regards, Jeremy & Melindaread moreread less - Brandon Michaelis 4 years agoJanine & Kylie at In Financial Services are amazing and I highly recommend them. They were thorough in explaining everything from start to finish and making sure we understood. They were always available to contact when we had any questions and always kept us updated with everything. Would definitely recommend to everyone!read moreread lessBrandon Michaelis 4 years agoJanine & Kylie at In Financial Services are amazing and I highly recommend them. They were thorough in explaining everything from start to finish and making sure we understood. They were always available to contact when we had any questions and always kept us updated with everything. Would definitely recommend to everyone!read moreread less
- Sam Belcher 4 years agoWe highly recommend Janine , Kylie and the team from In Financial services . This is our second experience with Janine and it has been made so easy by their organisation and follow up . This has been a highly enjoyable experience thanks to In Financial Services . They truely are the experts in their field !read moreread less
- Sam Belcher 4 years agoWe highly recommend Janine , Kylie and the team from In Financial services . This is our second experience with Janine and it has been made so easy by their organisation and follow up . This has been a highly enjoyable experience thanks to In Financial Services . They truely are the experts in their field !read moreread lessNat Dunn 4 years agoI can’t speak highly enough of the service we received from Jill . She is a very professional and caring person to your needs. Jill made our home Loan experience so easy and stress free. The In Financial team really care and they still care after you’ve moved in too your new home. Thanks Jill you’re wonderful.read moreread less
- mellissa smith 4 years agoThanks so much to the team at In Financial Services, I can't recommend them enough, Janine and Kylie were amazing and so helpful we couldn't be happier with there service, they make something that can be quite daunting to some people so easy and highly recommend talking to them... Thanks againread moreread less
- Ann Bartlett 4 years agoWow! What a team! Janine Jill and Kylie make everything flow smoothly, The service that you receive makes the whole process stress free. They keep you informed throughout and make sure that you get the loan to suit your individual needs. Don't waste your time going anywhere else.read moreread less
- Amy Harris 4 years agoI have been lucky enough to work with Janine, Jill, Kylie and their team recently organising an amazing experience for their clients at the Lux Lounge. If you are looking for a business that not only offers an amazing service but also takes a real interest in their clients and their future, In Financial Services is the business for you. Thank you for caring so much 🙂read moreread less
- Angie Primmer 4 years agoWe are so impressed with the service that we have received from Jill and the team. We had an initial consultation with Jill who became familiar with our financial position and gave us advice on what would be required for us to be approved for our home loan. She supported us through every step of the process which made the whole experience less stressful. I can't recommend her services highly enough and will definitely continue to use In Financial Services in future.read moreread less
- Chris Lange 4 years agoJanine and Kylie are awesome! I have used initially Janine and then both of them for about 15 years now and they have been so helpful in many lending processes as well as saved me a lot of time and money. I wouldn't go anywhere else. Thanks heaps for your expertise and help!read moreread less
- Elizabeth Carroll 4 years agoWe have been using the in financial team to help secure our first acreage block. We are that happy with the professionalism In Financial Services brings to the table that we are also doing a seperate construction loan with them. Everything has been a breeze with the team behind us 100% of the way, and no question is too silly to ask. Would recommend this business to anyone!!read moreread less
- Elizabeth Stokes 4 years agoWe have been using the in financial team to help secure our first acreage block. We are that happy with the professionalism In Financial Services brings to the table that we are also doing a seperate construction loan with them. Everything has been a breeze with the team behind us 100% of the way, and no question is too silly to ask. Would recommend this business to anyone!!read moreread lessRyan Pittman 5 years agoI used in Finacial services (Jill & Kylie) to service my home loan & a couple of extra top up re mortgage loans.
I can’t recommend these ladies enough for the quality & loyalty of work when I have dealt with them over a few occasions..
I love it when I receive my annual check up phone calls just to make sure everything is going ok.
I have used them over & over again when I decide to gain legal / financial advice.
I find that seeing the experts in the field in financial services, are better than asking for financial advise straight from the bank itself.
Thank you once again
Ryan Pittmanread moreread less - Ryan Pittman 5 years agoI used in Finacial services (Jill & Kylie) to service my home loan & a couple of extra top up re mortgage loans. I can’t recommend these ladies enough for the quality & loyalty of work when I have dealt with them over a few occasions.. I love it when I receive my annual check up phone calls just to make sure everything is going ok. I have used them over & over again when I decide to gain legal / financial advice. I find that seeing the experts in the field in financial services, are better than asking for financial advise straight from the bank itself. Thank you once again Ryan Pittmanread moreread lessandrew lange 5 years agoAs a first home buyer, I can’t thank Janine and Kylie enough for how much they have done for me. From initially obtaining pre-approval to purchasing has felt like a simple process. They have kept me informed every step of the way and have been easy to get in contact with. I cannot thank them enough and would highly recommend other first home buyers to get in contact with them as they have been great to deal with and are the experts for everything finance!read moreread less
- Michael Brown 5 years agoI have dealt with In Financial services now for a number of years. They have provided me with finance for a number of investment properties as well as recently a very difficult finance issue with a property purchase my mother has made. Their knowledge is 1st class on all aspects of finance and property related issues and I cannot thank them enough for their help.I cannot rate highly enough the knowledge and help that Janine and Kylie provide it is of the highest qualityI would not use any other financial service provider and highly recommend them to anyone who is thinking of using their servicesread moreread less
- Huddos Plumbing Service 5 years agoIn Financial Services helped Natalie & Myself buy our dream holiday house , their service was second to none !!!Janine & her Team were so helpful , swift with their background checks & Jill even turned on her computer to get going asap on a SUNDAY!!! , just so we could secure the property !!!You know some things you just go with your gut , this place felt right so we did it !!! we bought it !!!! & the same thing goes with our partners in crime !!! "IN FINANCIAL" are our go to buddies to get our financials sorted & accross the line !!! It's just a great fit for us ....We have used Janine & the Team several times & once again , another smooth experience. Thanks Team.A big Thanks to Jill !!! you know how happy we were , you went beyond & are very grateful for your efforts !!!See you on the next venture..Natalie & Scott Hudson.read moreread less
- Jackson Plant And Transport Repairs 5 years agoJill and the team at In Financial offered more advice and simplified the process of getting commercial finance so much better than anyone we have ever dealt with. Nothing is a problem for them and they're service levels are over and above anything we've ever experienced in the financial industry. We'll be returning customers for sure.read moreread less
- Tayla Grazules 6 years agoThanks to Jill, she was fantastic, there for us every step of the way to help out with out loan and advice on what not to do (We had no idea). She also helped our guarantors understand 100% what they were getting into. The process was so easy with her being so prompt and available anytime we needed. Would definitely recommend In Finance.read moreread less
- The Grange Vet Clinic 6 years agoOne of the best things my financial planner ever did for me was to recommend Janine Harris of In Financial Services. I had been advised to purchase an investment property for a couple of years, but the whole process seemed very daunting and rather impossible. Then I met Janine , and before I knew it, I had a loan approved, a property purchased and I was finally on my way to a more secure future. There is no way I could have accomplished it all on my own in such a short time and such an efficient, worry -free manner. From start to finish, both Janine and Kylie were there for me, answering questions, dealing with any of my concerns and keeping me from becoming a nervous wreck. And their excellent, caring service continues with regular contact and support whenever I need it.With In Financial Services, not only are you dealt with in an excellent and highly professional manner, but you also always receive personal and friendly service. It's always a pleasure dealing with them and they are only a phone call away. Don't put off securing your future any longer, do yourself a favour and call them.You won't regret it.read moreread lessPatrick Mears 6 years agoI have used In Financial Services for both business and personal services. I purchased a new office vehicle and asked the dealership for a finance quote and In Financial Services came in over $60.00 cheaper per month which worked out to be a saving of over 1.5 months repayment!When it came time to sort finance for a new build, I went straight back to them and was once again very happy with the level of service.Would highly recommend you get a second opinion from In Financial Services.read moreread less
- Toni Davies-Roe 6 years agoIn Financial Services, a local one stop shop with prompt, professional and friendly advice. Janine and Kylie master the art, of personalising your specific needs, and no request is to big or small.Make your appointment today with In Financial Services for all your financial needs, I guarantee you won't be disappointed.Totally satisfied 👍read moreread lessPat Mears 7 years agoI recently purchased a new office vehicle. I asked the dealership for a finance quote and In Financial Services came in over $60.00 cheaper per month which worked out to be a saving of over 1.5 months repayment! Would highly recommend you get a second opinion from In Financial Services.read moreread less