Mortgage Broker Business Plan Leave a comment

Claremont Funding specializes in mortgage brokerage and serves real estate professionals, builders, and individual homebuyers. We have access and can find the right mortgage source for you.

Joan Billings (principal investor) and Maureen Shoe (main investor) have capitalized the firm. Both are licensed brokers, with over 30 years combined experience in the field.

1.1 Objectives

Claremont Funding is committed to providing comprehensive mortgage broker services. Claremont Funding will offer specialized services and personal attention to each client in order to best meet their specific needs. The primary objectives of our firm are:

• You can become a successful investor in real estate opportunities that are rapidly expanding in the old town area of the city.
• Develop a strong corporate identity in the specific target market.
• Become one of the top brokerage firms in the area by our third year of operation, or before.
• Within 12 months, you will see a positive return.

1.2 Mission

Claremont Funding can provide high-quality mortgage brokerage service to both residential customers and business clients. Our aim is to provide our customers with fair mortgage rates at reasonable prices, while keeping our clients informed and educated throughout the process. We will be mentors and friends to our customers as well. Claremont is a great place for employees. We have a creative, challenging, supportive, respectful and open-minded work environment. Claremont is able to provide excellent value for its customers and fair rewards for its owners and employees.