Sample Business Plan for Mortgage Broker

Table of Contents

           
            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

 

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