Mortgage Broker Business Plan Template [Updated 2024]

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VIII. Management Team

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

[Company Name]’s most valuable asset is the expertise and experience of its founder, [Founder’s Name]. [First name] has been a licensed mortgage broker for the past 20 years. He has spent much of his career working at LendingTree. There he specialized in commercial loans for 5 years before moving to specialize in home mortgages for the next 10 years. [Founder’s Name] maintains his mortgage broker license in the state of [state] as well as the states of [other states].

[Company Name] will also employ an experienced assistant to help with various administrative duties around the office. [Assistant’s name] has experience working with C-level executives and has spent significant time as an administrator.

Hiring Plan

[Founder’s Name] will serve as the company CEO and president. In order to launch the business we do not need additional personnel beyond the assistant who has already been recruited, but will hire the following in the future:

  • Mortgage Brokers: Hire one additional broker every other year starting with year 2, assuming demand exists in the market
  • Administrative Assistant: Hire a second assistant in year 3
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