This publication was published by Fast Ventures and can be reviewed on http://publications.fastventures.com/sample-business-plan-for-mortgage-broker.
Product Type
Sample Document
Product ID
BP10222002
Product Format
[PDF 84 KB]
Product Length
46 Pages
Product Price
$ 0.00
Generico Mortgage is a development stage company with the primary business objective to originate residential and commercial mortgages to borrowers, whose needs may not be met by traditional financial institutions due to traditional credit expectations.
1. Non-Disclosure Document
2. Executive Summary
2.1. Description of the Business Concept
2.2. Opportunity, Strategy & Target Markets
2.3. Competitive Advantages
2.4. Economics, Profitability & Harvest Potential
2.5. Team
2.5. Financial
3. The Industry, Our Company & Services
3.1. The Industry
3.2. Our Company & Concept
3.3. Products & Services
3.3.1. Origination of Non-Conforming Residential Mortgages
3.3.2. Origination of Non-Conforming Commercial Mortgages
3.3.3. Aquisition of Sub-Performing Commercial Mortgages
3.3.4. Loan Servicing
3.3.5. Underwriting
3.3.6. Appraisal Services
3.4. Sources of Funds
3.4.1. Borrowings
3.4.2. Other Funds
4. Market Research & Analysis
4.1. Customers
4.2. Competition & Competitive Edge
4.3. Estimated Market Share & Sales
4.4. Ongoing Market Valuation
4.5. Environment
4.6. Alternative Markets/Market Segments
4.7. Ongoing Market Evaluation
4.7.1. Any State, Any Town
4.7.1. Florida, Miami
5. Economics of the Business
5.1. Gross & Operating Margins
5.2. Profit Potential & Durability
5.3. Fixed, Variable & Semi Variable Costs
5.4. Months to Reach Positive Cash Flow
6. Marketing
6.1. Overall Marketing Strategy
6.1.1. Direct Marketing
6.1.2. Online Marketing
6.1.3. Strategic Partnerships
6.1.4. Tradeshows
6.1.5. Quality Assurance
6.1.6. Appraisal Services
6.2. Pricing
6.3. Sales
6.3.1. Broker Retail
6.3.2. Direct Retail
6.4. Advertising & Promotion
7. Management Team
7.1. Organization
7.2. Key Management
7.3. Management Compensation
7.4. Investors, Employment & Other Agreements, Stock Options & Bonuses
7.5. Board of Directors
7.6. Other Shareholders, Rights & Restrictions
7.7. Supporting Professional Advisors
8. Overall Schedule
9. Risks, Problems & Contingency Plans
10. Financial Plan
10.1. Capital Requirements
10.2. Use of Funds
10.3. Pro Forma Income Statements & Balance Sheets
10.3.1. Pro Forma Income Statements (Year 1-3)
10.3.2. Projected Cash Flow Analysis (Year 1-3)
10.3.3. Pro Forma Balance Sheet (Year 1-3)
10.4. Cost Control
10.5. Financial Highlights
11. Financial Addenda
11.1. Summary of Financial Plan
11.2. Notes to Financial Statements
12. Appendices
13. Disclaimer