Mortgage Broker Business Plan Template [Updated 2024]

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VII. Operations

You can download our Mortgage Broker Business Plan Template (including a full, customizable financial model) to your computer here.

[Company Name] will carry out its day-to-day operations primarily on an appointment basis. Prospective homebuyers will make appointments to begin the preapproval process and to discuss their needs. These will primarily occur via telephone or email, although some discussions may be held in the office’s meeting room.

[Founder’s Name] will work on an as-needed basis. This includes weekends, which are a prime time for real estate transactions, and will generally take days off on weekdays. The company will also employ an administrative assistant who will also support marketing and client relationship development efforts and will be present on weekdays on a regular 9 AM – 5 PM schedule.


Company name]’s long term goal is to become the number-one name in residential mortgage brokering in terms of the right balance of mortgage options, rates, and customer service quality. We seek to do this by ensuring customer satisfaction and developing a loyal and trusting clientele.

The following are a series of steps that will lead to this long-term success. [Company Name] expects to achieve the following milestones in the following [xyz] months:

[Date 1]Finalize lease agreement
[Date 2]Design and build out [Company Name] office
[Date 3]Hire and train initial staff
[Date 4]Kickoff of promotional campaign
[Date 5]Reach break-even
[Date 6]Reach XXX ongoing clients
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