DIVERSIFIED MORTGAGE BROKER WITH ABILITY TO SERVICE CLIENTS IN FOUR STATES.

Southeast and Midwest USA
Real Estate, Lodging & Leisure
Client Code: BN000033519
Revenue (Tax Returns): $1,097,970
EBITDA (Tax Returns): $346,816

A residential mortgage brokerage company that offers various mortgage-related services for new home buyers and existing homeowners.

Key Aspects
  • Seasoned staff of mortgage industry professionals
  • Access to customers in four geographic markets (Kentucky, Indiana, Florida and Wisconsin)
  • Brand awareness, especially in the Kentucky market
  • Strong referral program
Opportunities
  • Expand scope of services to include commercial loan originations
  • Increase online advertising to expand leads
  • Expand network with Realtors
  • Implement new technologies to streamline operations
Headquartered

Southeast United States

Real Estate

The company operates from a 1,450 sq. ft. office building that is owned by an affiliated entity. The owner is willing to entertain a long-term lease.