Mortgage Broker Business Plan
Claremont Funding specializes in mortgage brokerage and serves real estate professionals, builders, and individual homebuyers. We have access to a full range of mortgage sources and are dedicated to finding the right loan–with the best rates, terms and costs–to meet our clients’ unique needs.
This firm is capitalized by two principal investors, Joan Billings and Maureen Shoe. Both are licensed brokers, with over 30 years combined experience in the field.
1.1 Objectives
Claremont Funding’s goal is to offer comprehensive mortgage brokerage services. Claremont Funding is committed to providing specialized, personal services to suit each client’s needs. Our firm’s primary objectives are:
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You can become a successful investor in real estate opportunities that are rapidly expanding in the old town area of the city.
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Develop a strong corporate identity in the specific target market.
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We aim to become one of top brokerage firms within the area in our third year or earlier.
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You will get a positive return on your investment in the first 12 months.
1.2 Mission
Claremont Funding is a high-quality brokerage company that offers mortgage brokerage services to both residential and business customers. Our mission is to provide fair mortgage rates for customers at reasonable prices. We also strive to keep clients informed and educated during the entire process. We will become mentors and friends for our customers, as well quality service providers. Claremont has a wonderful work environment. It’s a place that is creative, challenging, rewarding and respectful of people and ideas. Claremont offers its customers excellent value and fair compensation to its employees and owners.