What we do
Our range of services will help every broker manage their portfolio, whether you just need help tracking all the data, are taking a break and need your portfolio in good hands or are looking to retire.
For brokers preparing to sell
Sales Readiness Program
We manage the loan book for 12 – 18 months to maximise the quality of the book for sale. Also includes loan book diagnostics and scanning of files (if required).
Ideal for brokers considering selling their loan book who would like assistance in positioning their portfolio to attract the highest multiple.
What if you could just do the parts of your job you enjoy?
For retiring loan book owners
Trail Book Management as an alternative retirement option
Outright sale
Upfront cash, but payments received from outright book sales, if reinvested still don’t match the trail cash flow
Vesting of shareholding
Staff member identified; client relationship transfer is managed; ownership is relinquished (5yr lead time)
- Retain ownership & control of the trail book
- Extend the customer & loan life
- Improve long term value
additional services available
We assist mortgage brokers with buying & selling mortgage trail books [the asset only] by conducting due diligence on the historical trail commission statements.
Collection, consolidation, verification and reporting of one (1) or more trail books per month. To provide appropriate insights, the last six (6) months are required.