Highly established mortgage brokerage with over 35 years of continuous operations and a strong reputation for compliance, stability, and lender relationships. The company is fully licensed across 3 states, NY,NJ, & FL with opportunity for expansion into other states. The company holds active wholesale agreements with 25+ national and regional lenders. 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 to expand additional profit centers. A ready-made mortgage arm with instant lender access and licensing. If your real estate agency can generate 10 plus loans a month in referrals, you can be making great margins on originations.

Loan originators who are volume producing agents and want higher margins on loans and want to hire other loan officers.
Savvy internet marketers who know how to generate quality mortgage leads. 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 35-year operating history with brand credibility
25+ lender contracts across all major loan types
Multistate licensing
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 options for post-sale involvement by owner can be discussed based on goals and required input from owner.
Owner will ensure alignment during ramp-up and provide 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.
Optional escrow or holdback (6–12 months) to cover any undisclosed liabilities

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