Mortgage Trail Book for sale

Established Mortgage Revenue Stream – Passive Income Opportunity

Looking for a hands-off income source in the financial services space? This listing is for a trail book of $143m with consistent monthly revenue of $9,100 per month.
The business is generated from a well-established Auckland mortgage book. Perfect for an advisor who wants to scale up their revenue and client database.

All business is with Sovereign (now ASB), simplifying servicing and commission tracking. The clients are well-settled, with strong retention and minimal ongoing servicing required. Whether you're looking to expand your existing book or start your journey with solid recurring income, this is a rare and tidy opportunity.

This is a revenue-only acquisition. You’ll receive full details on the client base, commission structure, and transition support to ensure a smooth handover.

You will need to be an accredited Mortgage Broker, with your Level 5 in Financial Services.

Please contact me if you would like further information.