Mortgage Broker Business Plan

Mortgage Broker Business Plan

Claremont Funding, a leading mortgage brokerage firm, serves the needs of builders and real estate professionals. We have access to many mortgage sources. Our goal is to find the right loan with the best terms, costs and rates to meet the needs of our clients.

Joan Billings, and Maureen Shoe are the principal investors in this firm. Both are licensed brokers with a combined experience of over 30 years in the industry.

1.1 Objectives

Claremont Funding is committed to providing comprehensive mortgage broker services. Claremont Funding is committed to providing specialized, personal services to suit each client’s needs. The primary objectives of our firm are:

  • Profitable real estate investments are available in the fast-growing old town section.
  • Develop a strong corporate identity in the specific target market.
  • By our third year, or before, you will be one the best brokerage firms in your area.
  • You will get a positive return on your investment in the first 12 months.

1.2 Mission

Claremont Funding can provide high-quality mortgage brokerage service to both residential customers and business clients. Our mission is not to give our customers high-quality mortgage rates at low prices but to educate our clients about the process. We will become mentors and friends for our customers, as well quality service providers. Claremont is an excellent place to work, a professional environment that is challenging, rewarding, creative, and respectful of ideas and individuals. Claremont delivers excellent value to customers and fair pay to its owners, employees, and managers.

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