Highly established mortgage brokerage with over 25 years of continuous operations and a strong reputation for compliance, stability, and lender relationships. The company is fully licensed across multiple states and holds active wholesale agreements with 25+ national and regional wholesale lenders.

We are approved to originate across virtually all major product categories, including:
Non-QM, Conforming / Conventional, Jumbo, FHA / VA, Reverse Mortgages

This is a turnkey, plug-and-play platform ideal for a buyer seeking immediate production capability, established lender access, and seasoned operational infrastructure.

Ideal Buyer Profiles
• Real Estate Brokerages / Agencies - Perfect add-on for firms seeking vertical integration to keep mortgage, title, and referral income in-house. A ready-made mortgage arm with instant lender access and licensing.

• Regional Mortgage Companies or Correspondent Lenders: Great opportunity to expand into a broker channel and leverage existing multistate licensing and long-standing lender relationships.

• New Market Entrants / Tech-Enabled Brokerages - Attractive for startups wanting an established brand, compliance framework, LOS/CRM integrations, and a smooth regulatory path without starting from scratch.

Included Highlights: over 25-year operating history with brand credibility, 25 lender contracts across all major loan types, Multistate licensing, ability to expand into other states, Experienced operations/management available to stay on
Turnkey LOS and CRM systems
Fast transition timeline if buyer desires continuity
Owner Role & Transition Options
Seller is willing to remain on board to run in-house sales, onboarding, compliance oversight, and training through a consulting or employment agreement.
Suggested compensation structure for post-sale involvement: To be discussed
This ensures alignment during ramp-up and provides the buyer with operational leadership from day one.
Buyer Requirements
Capital infusion commitment (processor hiring, marketing budget, and staffing) to ensure production scale
Agreement on regulatory responsibility while seller’s name remains on record
Indemnities and liability caps protecting the seller from actions outside their control
Confirmation that lender contracts are assignable / have clear novation paths
Optional escrow or holdback (6–12 months) to cover any undisclosed liabilities
Reason for Sale: Owner is open to a strategic exit or partnership with the right group that can capitalize on the platform’s licensing, lender network, and fully developed operations. Ideal for a buyer looking to scale quickly or integrate mortgage services into an existing real estate or lending organization.

Next Steps
Serious, qualified buyers only. NDA required for financials, licensing details, and lender agreement summaries.