Marketing & Automation Technology Company (Real Estate & Mortgage)

4 Years Old • High-Margin • AI-Powered • Priced to Sell Fast at ~1× EBITDA

This is a rare chance to acquire a high-performing, automation-powered marketing technology company serving one of the most evergreen, recession-resistant segments of the U.S. economy: mortgage loan originators, brokers, and real estate professionals. With four years of operating history, this business has matured into a streamlined, systemized, and highly profitable operation supported by documented SOPs, lean staffing, and a robust proprietary automation engine. Priced at roughly 1× EBITDA, it represents one of the strongest value-driven acquisition opportunities on the market and is positioned to sell extremely fast.

The Company’s fully built acquisition framework combines Meta and Google paid media, multi-step funnel systems, automated nurturing, AI-driven SMS, email and voice follow-up, pipeline advancement, lead classification, and human SDR-style communication. This comprehensive model far surpasses traditional agency offerings and dramatically improves client retention and lifetime value. The business has already proven its ability to scale, demonstrating $30K–$110K+ per month in revenue, including multiple six-figure months when a full sales team was active. Current stabilized performance averages ~$35K per month with consistent 40–45% profit margins.

Ideal for a semi-absentee owner, investor, or strategic buyer, the company operates efficiently with a seasoned fulfillment team that includes a media buyer, automation specialist, operations manager, and multiple account managers. The owner typically spends ~2 hours per day thanks to automation, well-structured processes, and efficient team operations. A buyer with existing sales infrastructure—or the ability to re-staff the previous four-person sales team—can realistically return the business to its historical six-figure monthly performance.

Key Strengths & Competitive Advantages

• Four-year operating history with refined SOPs, predictable performance, and stable demand
• AI-driven automation engine powering follow-up, lead scoring, pipeline movement, and omnichannel communication
• High margins resulting from automation leverage and lean staffing
• Evergreen client demand—mortgage and real estate professionals require constant pipeline generation
• Full-service delivery model spanning ads, funnels, nurturing, calling systems, and SDR support
• Strong retention and measurable ROI, driving repeat clients and long-term relationships
• Documented pathways to scaling, validated by prior six-figure months

Historical Financial Overview

• Revenue Range: $30K–$110K+ per month
• Long-Term Average: ~$50K per month
• Current Run Rate: ~$35K per month
• Profit Margins: 40–45%
• Peak Revenue: Over $100K per month
• Asking Price: ~1× EBITDA

Growth Opportunities

• Rebuild or expand the front-end sales team to unlock historical revenue highs
• Increase paid media investment to scale client acquisition volume
• Add high-demand service lines such as AI ISA teams, CRM retainers, and automation packages
• Build referral programs with mortgage networks, real estate coaching companies, and SaaS platforms
• License or white-label automation systems or convert workflow engine into SaaS

Why This Business Will Not Last Long

A four-year-old, high-margin, automation-enabled, tech-forward marketing company priced at only 1× EBITDA is almost unheard of. Comparable companies in this space regularly trade at 2.5×–4.5× EBITDA, often without the proven infrastructure, automation tech, or documented six-figure months this business offers. Serious buyers will immediately recognize the strength of the systems, the clarity of the growth path, and the significant value at this price

This listing is structured for a fast sale and will not remain available long. Interested buyers should inquire immediately to access the Unredacted CIM and begin next steps.