Mortgage Broker Business Plan

Claremont Funding is a top-rated mortgage brokerage that serves builders, real estate professionals and home buyers. We have access a wide range of mortgage sources. We are committed to finding the right loan for our clients with the best rates, terms, and costs.

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 strives to provide comprehensive mortgage broker services. Claremont Funding will offer specialized services and personal attention to each client in order to best meet their specific needs. Our firm’s primary objectives are:

• You can make a profit by investing in real estate in the rapidly expanding old town section.
• Create a strong, corporate image in our target market.
• We aim to become one of top brokerage firms within the area in our third year or earlier.
• Within the first twelve months, you can see a positive ROI.

1.2 Mission

Claremont Funding offers high quality mortgage brokerage services to residential as well as business customers. Our aim is to provide our customers with fair mortgage rates at reasonable prices, while keeping our clients informed and educated throughout the process. Our customers will see us as mentors and friends, as well as service providers. Claremont is an excellent place to work, a professional environment that is challenging, rewarding, creative, and respectful of ideas and individuals. Claremont delivers excellent value to customers and fair pay to its owners, employees, and managers.