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)