Mortgage Business Plan

Mortgage Business Plan-11
v) Build a unique referral that is sustained by well served customers.

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SUMMARY OF MARKET ANALYSIS Recently there has been a recovery in the collapsed state of the economy; this is great news.

It has been the market awakened in many industries especially the housing and estate sector.

The organization is composed of, in the following hierarchy, the Board of directors, Senior Management, Mortgage Brokers, Mortgage bankers, and Sales Agent.

MISSION We are looking at providing our customers with the fairest of loan services obtainable; and in the nearest future, we look to dominate the investment market, in such a way that we would be keenly involved in the shaping of the market.

In this view, we have segmented the market into two categories: • Current Home-owners • First-Time Home-owners The former category is those that seek out advising services, as well as refinancing services.

They look at loans that would aid them in renovation and remodeling purposes.VISION We see a 5-year-future in which QMT would have grown into a million company, a mentor to other financial bodies, as well as a hope for firms that are stuck between the Nile and hungry business lions.BUSINESS OBJECTIVES QMT Finance is a goal-oriented company that has its eyes set on a number of objectives since its inception.Total Sales Revenues within a year 3, 700 Permits and Licenses , 300 Monthly Revenue Break-Even , 340 Cash Flow In Flow Out Flow 0, 530 1, 330 This financial plan clearly indicates progress of the QMT Finance company.We are not done yet; we are still pursuing the mark of a greater achievement. You can pattern your own in this style and save yourself so much energy, and very importantly secure investments.FINANCIAL PLAN Assumptions Made: • At the end of each month, all small debts would be settled.• The returns on mortgage portfolios would be at a rate of 4% each year on the assets.The services and products include: • We offer Mortgage advice. • Mortgage products include fixed rate, jumbos, Home equity lines of credit, adjustable rate, and refinance.SWOT ANALYSIS Strength: We are confident in the success of our business as we have a lot of services and product options to offer under our brand name, our staffs are highly professional at what they do, and we mostly setup a product at low cost.Marketing automation enables mortgage brokers to create automated messages based on individual client needs and feedback in order to implement mortgage marketing ideas.Let's look at a few ideas that are all about engaging clients and boosting loyalty, while also reducing your workload. If you're not active on social media, you're missing out on the opportunity to connect with new potential clients.


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