Mortgage Broker Business Plan

Executive Summary

Claremont Funding is an outstanding mortgage brokerage firm serving the lending needs of real estate professionals, builders and individual home buyers. We have access to a full range of mortgage sources and are dedicated to finding the right loan--with the best rates, terms and costs--to meet our clients' unique needs.

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

1.1 Objectives

Claremont Funding aims to offer comprehensive mortgage broker services. Claremont Funding will focus on providing personal and specialized services to meet each client's specific needs. The primary objectives of our firm are:

• Become profitable serving the real estate investment opportunities becoming available in the rapidly growing old town section of the city.
• Develop a solid, corporate identity in our specified target market area.
• Become one of the top brokerage firms in the area by our third year of operation, or before.
• Realize a positive return on investment within the first 12 months.

1.2 Mission

Claremont Funding offers high-quality mortgage brokerage services to residential and business customers. Our aim is to provide our customers with fair mortgage rates at reasonable prices, while keeping our clients informed and educated throughout the process.  We will become friends and mentors to our customers as well as 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 ultimately provides excellent value to its customers and fair reward to its owners and employees.