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Mortgage Broker Business Plan Template

Written by Dave Lavinsky

mortgage broker business plan

Over the past 20+ years, we have helped thousands of mortgage brokers start and grow their businesses. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a mortgage brokerage company business plan step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What is a Mortgage Broker Business Plan?

A business plan provides a snapshot of your mortgage business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes market research to support your business plans.

Why You Need a Business Plan for a Mortgage Brokerage

If you’re looking to start a mortgage broker business, or grow your existing mortgage broker business, you need a business plan. A business plan will help you secure funding, if needed, and plan out the growth of your mortgage broker business in order to improve your chances of success. Your business plan is a living document that should be updated annually as your company grows and changes.

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How to write a business plan for a mortgage company.

If you want to start a mortgage business or expand your current one, you need a business plan. Below are links to each section of your mortgage business plan template:

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of mortgage broker business you are operating and the status. For example, are you a startup, do you have a mortgage broker business that you would like to grow, or are you operating mortgage broker businesses in multiple markets?

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the mortgage industry. Discuss the type of mortgage broker business you are operating. Detail your direct competitors. Give an overview of your target market. Provide a snapshot of your marketing and sales strategy. Identify the key members of your team. And offer an overview of your financial plan.  

Company Analysis

In your company analysis, you will detail the type of mortgage broker business you are operating.

For example, you might operate one of the following types of mortgage broker businesses:

  • Retail Mortgage Broker : this type of mortgage broker business focuses on being a broker for individuals or small businesses.
  • Business/Corporate Mortgage Broker: this type of mortgage broker interacts with and provides services for mid-size businesses and corporate entities.
  • Private Mortgage Brokers: this type of mortgage broker’s clients are wealthy individuals and families with high net-worth levels.

In addition to explaining the type of mortgage broker business you will operate, the Company Analysis section of your business plan needs to provide background on the business.

Include answers to question such as:

  • When and why did you start the business?
  • What milestones have you achieved to date? Milestones could include the number of customers served, number of positive reviews, dollar of amount of total loans, etc.
  • Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry analysis, you need to provide an overview of the mortgage industry.

While this may seem unnecessary, it serves multiple purposes.

First, researching the mortgage industry educates you. It helps you understand the market in which you are operating.

Secondly, market research can improve your strategy , particularly if your research identifies market trends.

The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your mortgage business plan:

  • How big is the mortgage industry (in dollars)?
  • Is the market declining or increasing?
  • Who are the key competitors in the market?
  • Who are the key suppliers in the market?
  • What trends are affecting the industry?
  • What is the industry’s growth forecast over the next 5 – 10 years?
  • What is the relevant market size? That is, how big is the potential market for your mortgage business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your mortgage broker business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments : prospective home buyers, families, couples and small businesses.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of mortgage brokerage you operate. Clearly, a single individual would respond to different marketing promotions than a large corporation, for example.

Try to break out your target market in terms of their demographic and psychographic profiles. With regards to demographics, including a discussion of the ages, genders, locations, and income levels of the potential customers you seek to serve.

Psychographic profiles explain the wants and needs of your target customers. The more you can understand and define these needs, the better you will do in attracting and retaining your customers.

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other mortgage broker businesses.

Indirect competitors are other options that customers have to purchase from that aren’t direct competitors. This includes real estate firms, loan officers, and bankers. You need to mention such competition as well.

mortgage brokerage competitive analysis matrix

  • What types of customers do they serve?
  • What type of mortgage brokerage are they?
  • What is their pricing (premium, low, etc.)?
  • What are they good at?
  • What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

  • Will you provide lower interest rates?
  • Will you provide services that your competitors don’t offer?
  • Will you provide better customer service?
  • Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.  

Marketing Plan

mortgage broker marketing plan diagram

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your marketing plan, you are presenting the services you offer and their prices.

Place : Place refers to the location of your mortgage company. Document your location and mention how the location will impact your success. For example, is your mortgage brokerage located in a busy retail district, a business district, a standalone office, etc. Discuss how your location might be the ideal location for your customers.

Promotions : The final part of your mortgage broker marketing plan is the promotions section. Here you will document how you will drive customers to your location(s). The following are some promotional methods you might consider:

  • Advertising in local papers and magazines
  • Reaching out to websites
  • Social media marketing
  • Local radio and television advertising
  • Other digital marketing efforts such as paid advertising and search engine optimization for you business website

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your mortgage brokerage, including marketing your services, reviewing credit history of clients, shopping amongst mortgage lenders, and gathering and completing all necessary documents to submit and have a loan approved.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to land your Xth client, or when you hope to reach $X in revenue. It could also be when you expect to expand your mortgage brokerage to a new city.  

Management Team

To demonstrate your mortgage brokerage’s ability to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company.

Ideally you and/or your team members have direct experience in managing mortgage broker businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing loan services or successfully running their own mortgage brokerage company.  

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet and cash flow statements.

mortgage brokerage sales growth

Balance Sheets : Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your mortgage broker business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement : Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt.

In developing your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a mortgage broker business:

  • Advertising and marketing
  • Cost of equipment and supplies
  • Payroll or salaries paid to staff
  • Business insurance
  • Taxes and permits
  • Legal expenses

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your office location lease or fees paid to support clients in finding the right mortgage loan.  

Putting together a business plan for your mortgage broker business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will really understand the mortgage industry, your competition, and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful mortgage broker business.  

Mortgage Broker Business Plan FAQs

What is the easiest way to complete my mortgage broker business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily complete your Mortgage Broker Business Plan.

What is the Goal of a Business Plan's Executive Summary?

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of mortgage broker business you are operating and the status; for example, are you a startup, do you have a mortgage broker business that you would like to grow, or are you operating a chain of mortgage broker businesses?

Don’t you wish there was a faster, easier way to finish your Mortgage Broker business plan?

OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.   Click here to see how Growthink’s professional business plan consulting services can create your business plan for you.

Other Helpful Business Plan Articles & Templates

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Mortgage Broker Business Plan Template

Written by Dave Lavinsky

Mortgage Broker Business Plan

You’ve come to the right place to create your Mortgage Broker business plan.

We have helped over 10,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Mortgage Broker companies.

Below is a template to help you create each section of your Mortgage Broker business plan.

Executive Summary

Business overview.

Davidson Mortgage, located in Tucson, Arizona, is a new mortgage brokerage specializing in residential mortgages. The company will operate in a professional setting, conveniently located next to several banks in the center of the shopping district. We offer a wide range of services to help our clients get a mortgage, including finding loan options, applying for the loans on the clients’ behalf, and completing all the paperwork. We strive to serve our clients with the utmost empathy to ensure they get the best mortgage for their situation.

Davidson Mortgage is headed by Harold Davidson. He is an MBA graduate from Arizona State University with 20 years of experience working in the finance industry. His passion is to help his clients qualify for their dream homes and provide them with a smooth process from start to finish.

Davidson Mortgage will focus on providing superior service to all of its clients to ensure they get the best mortgage possible. Our services include finding loan options, applying for loans on behalf of customers, and completing closing paperwork. Since customer service is our top priority, we will keep in touch with our clients after they have closed on the mortgage. Furthermore, Harold will create webinars, online courses, and other content to educate his clients and the local community on the mortgage lending process.

Customer Focus

Davidson Mortgage will primarily serve homebuyers interested in properties located in the Tucson, Arizona area. Tucson is a growing city with thousands of residents eager to purchase a new home. We expect our clientele to be equal parts first-time home buyers and existing homeowners.

Management Team

Davidson Mortgage is run by Harold Davidson. Harold has been a licensed mortgage broker for the past 20 years, working for several large firms. However, throughout his career, he desired to have a closer connection with his clients as well as have more flexibility to help them get their dream homes. He started this company in order to achieve those goals. In addition to his valuable experience, Harold also holds an MBA from Arizona State University.

Harold is joined by Bethany Peterson. She will serve as the company’s full-time assistant, who, among other things, will manage the company website, coordinate scheduling, and answer basic client questions. Bethany has experience working with C-level executives and has spent significant time as an administrator.

Success Factors

Davidson Mortgage is uniquely qualified to succeed due to the following reasons:

  • Davidson Mortgage will fill a specific market niche in the growing community we are entering. In addition, we have surveyed local realtors and homebuyers and received extremely positive feedback saying that they would consider making use of our services when launched.
  • Our location is in an economically vibrant area where new home sales are on the rise, and turnover in homes and rentals occurs often due to the upward mobility of residents.
  • The management team has a track record of success in the mortgage brokerage business.
  • The local area is currently underserved and has few independent mortgage brokers offering high customer service to homebuyers.

Financial Highlights

Davidson Mortgage is seeking a total funding of $250,000 of debt capital to open its office. The capital will be used for funding capital expenditures and location build-out, hiring initial employees, marketing expenses, and working capital.

Specifically, these funds will be used as follows:

  • Office design/build: $50,000
  • Three months of overhead expenses (payroll, rent, utilities): $100,00
  • Marketing expenses: $50,000
  • Working capital: $50,000

pro forma financial projections for Davidson Mortgage

Company Overview

Who is davidson mortgage, davidson mortgage history.

After surveying the local customer base and finding a potential office, Harold Davidson incorporated Davidson Mortgage as an S-Corporation on 1/1/2023.

The business is currently being run out of Harold’s home office, but once the lease on Davidson Mortgage’s office location is finalized, all operations will be run from there.

Since incorporation, Davidson Mortgage has achieved the following milestones:

  • Found office space and signed Letter of Intent to lease it
  • Developed the company’s name, logo, and website
  • Hired an interior designer for the decor and furniture layout
  • Determined equipment and fixture requirements

Davidson Mortgage Services

Industry analysis.

Despite the pandemic hurting several industries, the mortgage brokers industry still performed strong and is projected to continue to do so. Last year, U.S. mortgage brokerages brought in revenues of $11.7 billion and employed 47,000 people. There were just over 12,000 businesses in this market.

However, the mortgage broker industry is highly fragmented, with the top two companies accounting for just over 11% of industry revenue. Furthermore, mortgage interest rates are on the rise, as well as housing prices, preventing many people from buying houses and applying for mortgages. These two factors significantly stunt the industry at present.

Despite these challenges, the industry is still projected to increase moderately throughout the rest of the decade. Though larger firms may dominate revenue and clientele, studies and surveys show that clients don’t necessarily favor working with large firms. Providing excellent service and personal touches throughout the process can help small firms succeed in the industry.

Customer Analysis

Demographic profile of target market.

Davidson Mortgage will primarily serve the residents of Tucson, Arizona. The area we serve has a significant population of people who are searching for their first home, as well as families and individuals who need a new home.

The precise demographics for Tucson, Arizona are:

Customer Segmentation

Davidson Mortgage will primarily target the following customer segments:

  • Existing homeowners
  • First-time home buyers

Competitive Analysis

Direct and indirect competitors.

Davidson Mortgage will face competition from other companies with similar business profiles. A description of each competitor company is below.

The Loan Store

Established in 2010, The Loan Store originates, finances, and sells mortgage and non-mortgage lending products throughout the United States. It offers a range of consumer credit products, such as home loan products, home equity loans, and unsecured personal loans, as well as home and personal loan servicing. The company claims to be one of the largest private, independent retail mortgage lenders in the U.S. Its current business channels include direct lending, affinity, branch retail, and servicing.

However, agents working with The Loan Store experience high turnover, resulting in little concern for maintaining ongoing relationships with clients. Also, the agents themselves are mixed in quality, ranging from part-time brokers with little experience or sales records to full-time brokers with long-term experience. There is no systematic company method for passing on knowledge from experienced to inexperienced brokers as all are competing with each other, to a certain extent, for commissions.

Direct Loan Connection

Founded in 2006, Direct Loan Connection (DLC) employs licensed mortgage professionals who have access to multiple lending institutions, including banks, credit unions, and trust companies. This access enables the company to offer a vast array of available mortgage products – ranging from first-time homebuyer programs to financing for the self-employed to financing for those with credit blemishes. In addition, to help homebuyers and homeowners, DLC offers commercial mortgages.

Though they are a local leader in the premium end of the market, they refuse to negotiate their broker’s fees and sometimes lose potential clients because of this. Davidson Mortgage’s fees will be far more reasonable.

Supreme Mortgage

Supreme Mortgage specializes in mortgage brokering and is committed to helping homebuyers, and homeowners get the best mortgage with the lowest interest rate. The brokerage works with more than 40 lenders who compete to provide mortgages and who pay Supreme Mortgage’s fee so that clients receive the service free of charge.

Some reviews of Supreme Mortgage point out the low-quality service offered by brokers, who have little training in customer service. Furthermore, Supreme Mortgage does not attempt to maintain long-term relationships with customers who will eventually purchase another home.

Competitive Advantage

Davidson Mortgage enjoys several advantages over its competitors. These advantages include:

  • Location: Davidson Mortgage’s location is near the center of town, in the shopping district of the city. It is visible from the street, where many residents shop for both day-to-day and luxury items.
  • Client-oriented service: Davidson Mortgage will have a full-time assistant to keep in contact with clients and answer their everyday questions. Harold Davidson realizes the importance of accessibility to his clients and will further keep in touch with his clients through monthly seminars on topics of interest.
  • Management: Harold Davidson has been extremely successful working in the mortgage brokerage sector and will be able to use his previous experience to grant his clients detailed insight into the world of home loans. His unique qualifications will serve customers in a much more sophisticated manner than many of Davidson Mortgage’s competitors.
  • Relationships: Having lived in the community for 25 years, Harold Davidson knows many of the local leaders, newspapers, and other influencers.

Marketing Plan

Davidson Mortgage will use several strategies to promote its name and develop its brand. By using an integrated marketing strategy, Davidson Mortgage will win clients and develop consistent revenue streams.

Brand & Value Proposition

The Davidson Mortgage brand will focus on the company’s unique value proposition:

  • Client-focused residential mortgage brokerage services, where the company’s interests are aligned with the customer
  • Service built on long-term relationships and personal attention
  • Big-firm expertise in a small-firm environment

Promotions Strategy

The promotions strategy for Davidson Mortgage is as follows:


Davidson Mortgage will invest heavily in developing a professional website that displays all of the features and benefits of working with the mortgage broker. It will also invest heavily in SEO so the brand’s website will appear at the top of search engine results.

Social Media

Davidson Mortgage will invest heavily in a social media advertising campaign. Harold and Bethany will create the company’s social media accounts and invest in ads on all social media platforms. It will use targeted marketing to appeal to the target demographics.

Davidson Mortgage understands that the best promotion comes from satisfied customers. The company will work to partner with local realtors by providing economic or financial incentives for every new client produced. This strategy will increase in effectiveness after the business has already been established.

By offering webinars and courses on topics of interest in the office or other locations, Harold Davidson will encourage residents in the community to become comfortable with the expertise and character of Davidson Mortgage. These webinars will generally be offered free of charge as general promotion and for direct networking.

Davidson Mortgage’s pricing will rely on the standard industry rates in order to be perceived as neither a luxury nor a discount broker. The standard rate for brokering a mortgage is 1-2% of the loan amount. By seeking quality clients and maintaining long-term relationships with them, Davidson Mortgage will fend off pressure to discount their rates, even in down markets.

Operations Plan

The following will be the operations plan for Davidson Mortgage.

Operation Functions:

  • Harold Davidson is the founder and will operate as the President of the company. He will be in charge of all the general operations and executive functions within the company. Furthermore, until he hires additional staff, he will personally help all clients who agree to utilize the company’s services.
  • Harold is assisted by his long-term assistant Bethany Peterson. She will serve as the company’s full-time assistant and will manage the company website, coordinate scheduling, and answer basic client questions. Bethany has experience working with C-level executives and has spent significant time as an administrator.
  • As the business grows and Harold takes on more clients, he will hire other mortgage brokers to assist him.


The following are a series of steps that will lead to the company’s long-term success. Davidson Mortgage expects to achieve the following milestones in the next six months:

3/202X            Finalize lease agreement

4/202X            Design and build out Davidson Mortgage office

5/202X            Hire and train initial staff

6/202X            Kickoff of promotional campaign

7/202X            Reach break-even

8/202X            Reach 25 ongoing clients

Financial Plan

Key revenue & costs.

Davidson Mortgage’s revenues will come primarily from the commissions earned from residential mortgage sales.

The major cost drivers for the company will include employee salaries, lease payments, and marketing expenses.

Funding Requirements and Use of Funds

Key assumptions.

The following outlines the key assumptions required to achieve the revenue and cost numbers in the financials and to pay off the startup business loan.

  • Annual lease: $30,000

Financial Projections

Income statement.

FY 1FY 2FY 3FY 4FY 5
Total Revenues$360,000$793,728$875,006$964,606$1,063,382
Expenses & Costs
Cost of goods sold$64,800$142,871$157,501$173,629$191,409
Initial expenditure$10,000$0$0$0$0
Total Expenses & Costs$291,815$416,151$454,000$483,240$514,754
EBITDA$68,185 $377,577 $421,005 $481,366 $548,628
Depreciation$27,160$27,160 $27,160 $27,160 $27,160
EBIT$41,025 $350,417 $393,845$454,206$521,468
Interest$23,462$20,529 $17,596 $14,664 $11,731
PRETAX INCOME$17,563 $329,888 $376,249 $439,543 $509,737
Net Operating Loss$0$0$0$0$0
Use of Net Operating Loss$0$0$0$0$0
Taxable Income$17,563$329,888$376,249$439,543$509,737
Income Tax Expense$6,147$115,461$131,687$153,840$178,408
NET INCOME$11,416 $214,427 $244,562 $285,703 $331,329

Balance Sheet

FY 1FY 2FY 3FY 4FY 5
Accounts receivable$0$0$0$0$0
Total Current Assets$184,257$381,832$609,654$878,742$1,193,594
Fixed assets$180,950$180,950$180,950$180,950$180,950
Depreciation$27,160$54,320$81,480$108,640 $135,800
Net fixed assets$153,790 $126,630 $99,470 $72,310 $45,150
TOTAL ASSETS$338,047$508,462$709,124$951,052$1,238,744
Debt$315,831$270,713$225,594$180,475 $135,356
Accounts payable$10,800$11,906$13,125$14,469 $15,951
Total Liability$326,631 $282,618 $238,719 $194,944 $151,307
Share Capital$0$0$0$0$0
Retained earnings$11,416 $225,843 $470,405 $756,108$1,087,437
Total Equity$11,416$225,843$470,405$756,108$1,087,437
TOTAL LIABILITIES & EQUITY$338,047$508,462$709,124$951,052$1,238,744

Cash Flow Statement

FY 1FY 2FY 3FY 4FY 5
Net Income (Loss)$11,416 $214,427 $244,562 $285,703$331,329
Change in working capital($19,200)($1,966)($2,167)($2,389)($2,634)
Depreciation$27,160 $27,160 $27,160 $27,160 $27,160
Net Cash Flow from Operations$19,376 $239,621 $269,554 $310,473 $355,855
Net Cash Flow from Investments($180,950)$0$0$0$0
Cash from equity$0$0$0$0$0
Cash from debt$315,831 ($45,119)($45,119)($45,119)($45,119)
Net Cash Flow from Financing$315,831 ($45,119)($45,119)($45,119)($45,119)
Net Cash Flow$154,257$194,502 $224,436 $265,355$310,736
Cash at Beginning of Period$0$154,257$348,760$573,195$838,550
Cash at End of Period$154,257$348,760$573,195$838,550$1,149,286

Mortgage Broker Business Plan FAQs

What is a mortgage broker business plan.

A mortgage broker business plan is a plan to start and/or grow your mortgage broker business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can easily complete your Mortgage Broker business plan using our Mortgage Broker Business Plan Template here .

What are the Main Types of Mortgage Broker Businesses?

There are a number of different kinds of mortgage broker businesses , some examples include: Retail Mortgage Broker, Business/Corporate Mortgage Broker, or Private Mortgage Brokers.

How Do You Get Funding for Your Mortgage Broker Business Plan?

Mortgage Broker businesses are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start a Mortgage Broker Business?

Starting a mortgage broker business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Mortgage Broker Business Plan - The first step in starting a business is to create a detailed mortgage broker business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast. 

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your mortgage broker business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your mortgage broker business is in compliance with local laws.

3. Register Your Mortgage Broker Business - Once you have chosen a legal structure, the next step is to register your mortgage broker business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws.

4. Identify Financing Options - It’s likely that you’ll need some capital to start your mortgage broker business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms.

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations.

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events.

7. Acquire Necessary Mortgage Broker Equipment & Supplies - In order to start your mortgage broker business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation.

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your mortgage broker business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful mortgage broker business:

  • How to Start a Mortgage Broker Business

brokerage company business plan

Premier Agent Toolkit

How to create a real estate agent business plan.

In this article:

Why agents need a real estate business plan

How to write a real estate business plan, free real estate business plan template.

Every agent needs a plan to succeed. A real estate business plan keeps you accountable and on track. An optimal business plan for real estate agents includes firm goals, but it’s also fluid — you’ll want to update your real estate business plan as you grow and the market evolves.

A real estate business plan allows you to stay current with market trends and ahead of the competition. It also helps you track results over time, test lead generation strategies and develop new marketing approaches. Zillow’s Bret Calltharp, a former training leader for a large brokerage group, saw his agents’ business increase by an average of 27% when implementing a business plan for the first time.

Here’s what a good real estate agent business plan will show you:

  • Where you are today
  • Where you want to be
  • How you’ll get there
  • How to measure your performance
  • When and where to make a course correction

The benefits are clear, and you’re convinced — but where do you start? Here are our recommended steps for creating a business plan for real estate agents:

Write an executive summary

Real estate business planning should always start with a summary of who you are, what services you offer, where you operate and who you serve.

Define your mission statement

Your mission statement is the foundation that supports your entire real estate business plan. It should clearly state your guiding principles and goals.

Create a team management summary

If you’re working with a team, include all members who contribute to your success and how they help. Create a table that shows their roles, responsibilities and time frames for specific tasks.

A team management summary table for your real estate business plan.

Know your target client

Determine who your target client is and figure out their story. The more personal you can get, the better you’ll serve your clients.

Who, specifically, is your target client? This could be a first-time home buyer, a home seller, a renter — or a more specific subset like retirees or investors.

What is your target client’s story? Ask your clients specific questions and create a strategy based on their answers. Where do they want to live? What is their annual household income? What do they want from their home?

A table of your target client's story for your real estate business plan.

Outline SMART business goals

Your goals should be specific, measurable, attainable, realistic and timely — in other words, SMART . Once your real estate business goals are SMART, break down each goal into objectives. These should be the specific tasks and activities required to accomplish the goal.

Map out your keys to success

Every real estate agent business plan template should include a table that lists the top three ways to achieve business success — and more importantly, the actions required to fulfill them.

A table mapping out the keys to success for your real estate agent business plan.

Breakeven analysis

A critical part of real estate business planning is determining your breakeven point. What average commission rate do you need to achieve per unit to break even each month? How many homes must you sell at your average commission rate to break even by your target goal?

Understand your market

It’s crucial to stay on top of your target client’s market. A successful agent will know how the market has behaved in the past few years, as well as where it’s headed (and why).

Segment your market

Let’s look at a target client in a sample real estate business plan.

Suppose the target client is a first-time home buyer. How can we segment that market further to include even more detailed and relevant information? Here are two potential market segments for our first-time home buyer:

  • First-time home buyers, single family
  • First-time home buyers, multigenerational

Plan for market growth

Map out how much growth you anticipate in your market, and use it to forecast the number of potential clients over the next few years.

Track market trends in your real estate business plan with a table listing possible outcomes on the right and trends on the left.

A table showing the anticipated market growth for your real estate business plan.

Track market trends

What market trends do you foresee impacting your business and market segments? Here’s a real estate business plan sample that projects a possible outcome for a rise in multigenerational living:

A real estate business plan table for tracking market trends.

Develop a SWOT analysis

Every business plan needs a SWOT analysis: strengths, weaknesses, opportunities and threats. Some sample real estate business plan SWOT questions include:

  • What sets me apart from my competition?
  • What skills need improving?
  • Are there any opportunities I’m overlooking?

A real estate business plan table for tracking strengths, weaknesses, opportunities and threats.

Recognize your competition

Who’s your primary competition in your target market, and what makes them your primary competition? How will you outperform them?

A table showing primary competitors included in your real estate business plan template.

Create a marketing strategy

Every real estate business plan template needs a marketing strategy table. Highlight your resources and key features, like this sample:

A table of resources and key features included in your real estate business plan marketing strategy.

List ways to generate leads

Always keep a list of effective methods to generate leads , and always update the list when new strategies come up. The lead generation list in your real estate development business plan is as simple as this:

A lead generation table for tracking leads in your real estate business plan.

Project yearly sales forecast

Use market growth, trends and other real estate marketing strategies to predict your annual sales for the next three years. Here’s an example table from our real estate business plan PDF:

A real estate business plan table for projecting yearly sales over the next three years.

Outline your personnel expenses

Knowing what you’ll spend in a year will help you determine your breakeven point and set reasonable expectations for growth. A simple expense table, like this one from our free real estate business plan, allows you to project your personnel expenses through the next three years:

A table outlining personnel expenses for your real estate business plan.

Measure client experience

Keep track of all the services you offer — and measure how quickly you deliver them. This is crucial in any real estate business planning document, as it helps you build a strong client relationship and track the results over time. Here’s an example for measuring response time:

A table that measures client experience to include in your real estate business plan.

Use a client relationship management (CRM) tool

There are many CRM tools out there, so it’s easy to find one that fits your needs. Do you want to track analytics? Use it for email marketing? Keep track of property and listing details? Automate your marketing efforts?

As a Zillow Premier Agent , you can use a CRM to manage all your leads and connections, along with their progress through the real estate journey. You can prioritize leads who are actively looking, submitting offers and under contract. Jot down other tools you’re using, especially transaction management tools and their specific functions.

Calculate your business plan performance

The final step in your real estate business plan template is measuring the plan’s performance. Track performance-related questions and how you’ll measure them. Here’s a sample question and measurement example that many agents use for real estate business planning:

A table that calculates your real estate business plan performance.

Our customizable template helps you create a real estate business plan that outlines what success looks like — for you and your clients — so you can have your best year yet. This sample real estate business plan gives clear examples and allows for complete customization to your personal goals and your real estate market. Jot down your real estate business goals, clarify the state of your finances, profile your target customers and track other data that’s vital to successful real estate business planning.

Best of all — you can get started today! Just download our free real estate business plan template and add your own goals, projections, expenses and data. Don’t forget to update it regularly to accurately track your progress, evolve with the market and stay current with your target client’s needs.

brokerage company business plan

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Inside Look: Brokerage Firm Business Plan Essentials

brokerage company business plan

A Brokerage Firm Business Plan must pinpoint target markets and detail robust revenue strategies. Essential components include market analysis, regulatory compliance outlines, and a clear operational model.

Crafting a standout Business Plan for a brokerage firm is a strategic process that requires an intricate understanding of the financial services industry and its evolving landscape. Entrepreneurial brokers must outline the foundation of their business practice effectively to attract investors, secure capital, and establish a roadmap for successful operations.

This document serves as a blueprint, highlighting the firm’s value proposition, identifying potential client segments, and setting actionable goals matched with financial projections. Transparency in operational procedures, risk management, and an effective marketing strategy is crucial. A strategic brokerage business plan garners trust, ensures adherence to stringent financial regulations, and sets the stage for sustainable growth in a competitive marketplace. With a clear direction and solid financial projections, brokerage firms lay the groundwork for establishing trust and credibility in the financial sector.

Introduction To Brokerage Firms

A deep dive into the bustling world of brokerage firms uncovers the cornerstones of financial markets. Brokerage firms are the powerful engines behind the scenes. They fuel investment opportunities for individuals and organizations alike. From stocks to bonds, their vibrant palette of services colors the canvas of our financial decisions. This section illuminates the essentials of these firms’ business plans.

Defining Brokerage Firms

At their core, brokerage firms act as a bridge. They connect investors with the markets. They provide a platform to buy and sell securities. This could be stocks, bonds, or mutual funds. Imagine a marketplace buzzing with activity. Here, brokerage firms offer the stall space for transactions.

Evolution Of Brokerage Services

Brokerage services have evolved with time. Once dominated by traditional, in-person dealings, they now thrive online. Technological advances have redefined accessibility. Speed and convenience now headline the show. Services varying from self-directed accounts to full-service advisories reflect diverse investor needs .

The Role Of Brokerage Firms In Financial Markets

  • Connecting buyers and sellers: They make it easy for people to trade.
  • Providing access: They open doors to various markets.
  • Offering advice: Expert insights help clients make informed decisions.
  • Ensuring security: Safe, regulated environments protect participants.

Structuring A Brokerage Firm

An integral component of launching a successful brokerage firm lies in its structure. Careful planning and meticulous attention to detail are the building blocks to withstand the financial industry’s rigor. Structuring a brokerage firm demands an understanding of its variety, compliance with legalese, state-of-the-art technology, and a team of experts.

Deciding The Type Of Brokerage Firm

Your brokerage firm’s niche sets the foundation. Determine whether you’ll cater to stock trading, commodities, real estate, or other financial instruments . Each type demands different resources, marketing strategies, and client management systems.

Legal And Regulatory Considerations

Legal and regulatory compliance shields your firm from liabilities. Secure necessary licenses , and ensure policies adhere to financial regulations. Regular audits and transparent operations are must-haves for credibility and trust.

  • Series 7: General Securities Representative
  • Series 63: Uniform Securities Agent State Law
  • Series 65: NASAA Investment Advisors Law Exam

Technology Infrastructure For Modern Brokerages

In the digital age, brokerages need robust technology infrastructure . From client-facing platforms to backend processing, systems must be secure, reliable, and user-friendly.

  • Trading platforms
  • Customer Relationship Management (CRM) tools
  • Data analysis and security systems

Personnel And Expertise Necessary

Your team is your firm’s backbone. Hire staff with the necessary expertise and invest in continual training. Financial analysts , compliance officers, and customer service representatives are central to your firm’s operations.

Role Function
Market Research and Investment Strategies
Regulatory Oversight and Risk Management
Client Support and Issue Resolution

Business Plan Components For Brokerage Firms

Creating a robust business plan is crucial for success in the competitive world of brokerage firms. It lays out a roadmap for business operations, strategies, and financials. Let’s delve into the essential components that make up a solid business plan for brokerage firms.

Executive Summary And Company Overview

The executive summary paints a clear picture of your brokerage firm’s mission, objectives, and how you’ll achieve them. This section includes:

  • Mission statement: What your firm stands for.
  • Objectives: Short and long-term goals.
  • Vision: The future you see for your firm.

The company overview provides key details about your brokerage, such as:

  • Business history
  • Leadership team
  • Legal structure

Market Analysis And Strategy

Here, you dissect your target market and outline strategies to conquer it. Key components include:

  • Industry description and outlook
  • Target market analysis: size, growth rate, trends
  • Competitive analysis : strengths and weaknesses of competitors
  • Marketing strategies : positioning, branding, sales tactics

Operations Plan

The operations plan details your brokerage firm’s daily activities. It covers:

  • Location and facilities: Where you’ll operate, and the resources you need.
  • Technology: Tools and software to serve clients effectively.
  • Staffing: Your team’s roles and responsibilities.

Financial Projections And Funding Requirements

This section must convince readers of your firm’s financial viability. It includes:

Projected income over time.
Critical costs and overheads.
When and how cash enters and exits your business.
Capital required to start or expand.

Risk Analysis And Mitigation Strategies

In this final piece, you highlight potential risks and your plans to address them. Key areas include:

  • Identifying risks: Market changes, regulatory updates, competitive landscape.
  • Mitigation tactics: Risk management plans and insurance coverage.
  • Contingency plans: Steps to navigate unforeseen challenges.

Growth Strategies For Brokerage Firms

Are you ready to level up your brokerage firm? Let’s talk about growth strategies . A solid business plan is not complete without them. Think of them as your roadmap to success. For your brokerage firm to stand out, we’re diving into tactics that help you grow.

Developing A Unique Selling Proposition

A unique selling proposition (USP) is key. It’s what makes your firm different. Ask yourself, what can you offer that others don’t? Perhaps it’s exclusive market insights or unmatched customer service. Make it clear and compelling. This will attract clients.

Customer Acquisition And Retention Tactics

Gaining new clients is great, but keeping them is essential. Use these tactics:

  • Networking events: Build relationships face-to-face.
  • Referral programs: Reward clients for spreading the word.
  • Personalized service: Cater to client’s individual needs.

Focus on creating an unforgettable experience . Happy clients stay longer and refer others.

Adapting To Emerging Trends And Technologies

The brokerage world changes fast. Stay ahead by embracing new technology . Use tools that streamline trading and provide up-to-date market analysis. Keep an eye on trends like cryptocurrency and sustainable investing. Then, educate your team and clients.

Adopt tech that enhances client interactions and back-office efficiency. Examples:

Technology Benefit
Faster trades
Better client relations
Insightful market forecasts

Conclusion: Staying Competitive In The Brokerage Industry

An effective business plan marks the first step toward success in the brokerage industry. A broker must adapt and grow to stay competitive. The final analysis of any plan revolves around its execution and relevance in the face of evolving market dynamics.

The Importance Of Continuous Improvement

In a business where client trust defines success, constant enhancement is key. For brokerage firms, this means:

  • Keeping pace with technology advancements to service clients efficiently
  • Updating training programs to ensure team expertise
  • Regularly reviewing market strategies to capitalize on new opportunities

Challenges Ahead For Brokerage Firms

  • Increasing regulatory demands force firms to adapt quickly.
  • With cutting-edge fintech developments , staying relevant is tough.
  • Consumer behavior shifts constantly, pushing brokers to refine outreach and services.

Future Outlook For The Brokerage Business Model

The future shines bright for adaptable brokerage firms. Successful brokers will:

  • Embrace digital transformation to improve client interaction
  • Invest in data analysis tools for personalized services
  • Foster a culture of innovation for sustained growth

Frequently Asked Questions For Inside Look: Brokerage Firm Business Plan Essentials

What are the essential elements of a business plan.

Essential elements of a business plan include an executive summary, market analysis, company description, organization structure, product/service line, marketing & sales strategy, funding request, and financial projections .

What Four Items Must Be Set Out In The Business Plan?

A business plan typically includes an executive summary, market analysis, company description, and financial projections.

What Should Be Included In My Business Plan?

Your business plan should include an executive summary, company description, market analysis, organization structure, product line or services, marketing and sales strategy, funding requests, financial projections, and an appendix.

What Is The Business Model Of A Brokerage Firm?

A brokerage firm operates on a business model where it charges fees or commissions for executing buy and sell orders submitted by an investor.

Crafting a robust business plan is crucial for brokerage firms aiming for success. It sets a clear path for operations, growth, and profitability. Remember, a plan well-made invites stability and investor confidence. Keep refining your strategy and stay ahead in the dynamic financial market.

Start planning your firm’s future today!

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Here is a free business plan sample for a mortgage brokerage firm.

mortgage broker profitability

Embarking on a journey as a mortgage broker can be both exciting and daunting, especially if you're unsure about the first steps to take.

In the content that follows, we will present you with a comprehensive business plan tailored specifically for mortgage brokers.

As an aspiring entrepreneur in the financial sector, you're likely aware that a meticulously formulated business plan is crucial for laying the foundation of a successful practice. It serves as a roadmap, guiding you through the intricacies of the industry while setting clear objectives and strategies.

To streamline your planning process and get started on the right foot, feel free to utilize our mortgage broker business plan template. Our team of professionals is also on standby to provide a free review and fine-tuning of your plan.

business plan loan officer

How to draft a great business plan for your mortgage brokerage firm?

A good business plan for a mortgage broker must be tailored to the nuances of the mortgage industry.

To start, it's crucial to provide a comprehensive overview of the mortgage market. This includes up-to-date statistics and an analysis of emerging trends in the industry, similar to what we've included in our mortgage broker business plan template .

Your business plan should articulate your vision clearly. Define your target market (such as first-time homebuyers, property investors, or those refinancing) and your unique value proposition (expertise in specific loan types, personalized service, etc.).

Market analysis is a key component. You need to understand the competitive landscape, regulatory environment, and the needs and behaviors of potential clients.

For a mortgage broker, it's important to outline the range of mortgage products and services you plan to offer. Describe how these will cater to the diverse needs of your clientele, such as fixed-rate mortgages, adjustable-rate mortgages, government-backed loans, and refinancing options.

The operational plan should detail your brokerage's structure, including your office location, the technology you will use for loan processing, your network of lenders, and your approach to client consultations and application processing.

Compliance with financial regulations and maintaining a high standard of ethical practices should be emphasized in your plan.

Discuss your marketing and client acquisition strategies. How will you build trust and establish a reputation in the market? Consider your approach to networking, partnerships, online marketing, and customer service excellence.

Incorporating digital strategies, such as a professional website, online application tools, and a social media presence, is vital in the modern marketplace.

The financial section is critical. It should include your startup costs, revenue projections, operating expenses, and the point at which you expect to become profitable.

As a mortgage broker, understanding your commission structures and potential volume bonuses is essential for accurate financial forecasting. For assistance, you can refer to our financial forecast for a mortgage brokerage .

Compared to other business plans, a mortgage broker's plan must pay special attention to industry-specific regulations, the importance of building strong relationships with lenders, and strategies for maintaining a steady flow of clients.

A well-crafted business plan will not only help you clarify your strategies and goals but also serve as a tool to attract investors or secure lines of credit.

Lenders and investors will look for a thorough market analysis, realistic financial projections, and a clear plan for client engagement and compliance.

By presenting a detailed and substantiated business plan, you showcase your professionalism and dedication to the success of your brokerage.

To achieve these goals efficiently, you can fill out our mortgage broker business plan template .

business plan mortgage brokerage firm

A free example of business plan for a mortgage brokerage firm

Here, we will provide a concise and illustrative example of a business plan for a specific project.

This example aims to provide an overview of the essential components of a business plan. It is important to note that this version is only a summary. As it stands, this business plan is not sufficiently developed to support a profitability strategy or convince a bank to provide financing.

To be effective, the business plan should be significantly more detailed, including up-to-date market data, more persuasive arguments, a thorough market study, a three-year action plan, as well as detailed financial tables such as a projected income statement, projected balance sheet, cash flow budget, and break-even analysis.

All these elements have been thoroughly included by our experts in the business plan template they have designed for a mortgage broker .

Here, we will follow the same structure as in our business plan template.

business plan mortgage brokerage firm

Market Opportunity

Market data and figures.

The mortgage brokerage industry is a vital component of the real estate sector, facilitating a significant volume of home loans every year.

Recent data indicates that the mortgage brokerage market in the United States is robust, with mortgage brokers originating approximately 15% of all residential mortgages. This translates to billions of dollars in home loans, showcasing the critical role mortgage brokers play in the housing market.

With a growing population and a steady demand for housing, the mortgage brokerage industry is poised for continued growth, emphasizing the need for professional and reliable brokerage services.

The mortgage industry is experiencing several key trends that are shaping the future of home financing.

Technology is playing an increasingly important role, with the rise of online mortgage platforms and digital loan processing. This shift towards digital services is streamlining the application process and improving the customer experience.

There is also a growing demand for more flexible and tailored mortgage products, as consumers seek options that fit their unique financial situations.

Regulatory changes continue to influence the industry, with brokers needing to stay informed and compliant with the latest laws and guidelines to protect consumers.

Sustainability is becoming a consideration for borrowers, with green mortgages and incentives for energy-efficient homes gaining traction.

Lastly, the importance of financial education is being recognized, as brokers increasingly provide valuable advice and guidance to help clients make informed decisions.

Success Factors

Several factors contribute to the success of a mortgage brokerage.

Trustworthiness and transparency are paramount in building long-term relationships with clients. A broker who consistently acts in the best interest of their clients is more likely to secure repeat business and referrals.

Expertise in the mortgage industry is essential. A broker with a deep understanding of various loan products, regulations, and market conditions can provide superior service and advice.

Networking and partnerships with lenders and real estate professionals can greatly enhance a broker's ability to offer competitive rates and diverse loan options.

Customer service is also a critical component. Prompt and clear communication, personalized attention, and a commitment to guiding clients through the entire loan process can set a brokerage apart.

Finally, effective marketing strategies and a strong online presence are important for attracting new clients in a digital age where many consumers begin their search for mortgage information online.

The Project

Project presentation.

Our mortgage brokerage project is designed to address the needs of a diverse clientele seeking reliable and personalized mortgage solutions. Strategically located in an area with a booming real estate market, our brokerage will offer a comprehensive range of mortgage services, including first-time homebuyer loans, refinancing options, and investment property financing. We will work with a variety of lenders to ensure competitive rates and terms tailored to each client's unique financial situation.

The emphasis will be on transparency, trust, and tailored advice to ensure clients make informed decisions about their mortgage options.

This mortgage brokerage aims to become a trusted advisor in the community, guiding clients through the complexities of the mortgage process and helping them achieve their property ownership or investment goals.

Value Proposition

The value proposition of our mortgage brokerage project is centered on providing expert, unbiased mortgage advice and facilitating access to a wide range of financing options. Our commitment to personalized service ensures that each client receives a mortgage plan that aligns with their financial objectives and lifestyle.

We are dedicated to simplifying the mortgage process, offering clarity and support at every step, and building long-term relationships with our clients based on trust and integrity.

Our brokerage aspires to empower clients with the knowledge and resources they need to make confident mortgage decisions, contributing to their financial stability and peace of mind.

Project Owner

The project owner is a seasoned mortgage broker with a comprehensive understanding of the real estate and finance industries.

With a track record of successful client relationships and a deep knowledge of mortgage products, the owner is committed to establishing a brokerage that stands out for its dedication to client success, ethical practices, and market expertise.

Driven by a vision of financial empowerment and education, the owner is determined to offer tailored mortgage solutions that support the community's homeownership dreams and investment strategies.

His commitment to professionalism and his passion for helping others navigate the mortgage landscape make him the driving force behind this project, aiming to enhance the financial well-being of clients and contribute to the growth of the local economy.

The Market Study

Market segments.

The market segments for a mortgage brokerage are diverse and can be categorized as follows:

Firstly, there are first-time homebuyers who are navigating the complex process of purchasing their initial property and require guidance and financing options.

Next, existing homeowners looking to refinance their mortgages to take advantage of lower interest rates or to consolidate debt form another significant segment.

Investors who are interested in purchasing properties for rental or resale purposes also represent a key market segment for mortgage brokers.

Lastly, real estate agents and financial advisors can be influential by referring clients who are in need of mortgage financing expertise.

SWOT Analysis

A SWOT analysis of the mortgage brokerage business reveals several key points:

Strengths include a deep understanding of the mortgage industry, strong relationships with various lenders, and the ability to offer a wide range of mortgage products to clients.

Weaknesses might involve the highly competitive nature of the mortgage industry and the sensitivity to interest rate fluctuations and economic cycles.

Opportunities can be found in the growing housing market, the potential to leverage technology for improved customer service, and the ability to specialize in niche markets such as eco-friendly or sustainable housing loans.

Threats include regulatory changes that could affect lending practices, the entry of new fintech competitors in the mortgage space, and the potential for economic downturns which can impact the housing market.

Competitor Analysis

Competitor analysis in the mortgage brokerage industry indicates a crowded and competitive landscape.

Direct competitors include other local and national mortgage brokers, banks, credit unions, and online lending platforms.

These entities compete on interest rates, customer service, speed of processing, and the diversity of their loan products.

Key competitive advantages may include personalized customer service, a wide network of lender relationships, expertise in specific types of loans, and advanced technology for efficient processing.

Understanding the strengths and weaknesses of competitors is crucial for carving out a unique value proposition and for client acquisition and retention strategies.

Competitive Advantages

Our mortgage brokerage's competitive advantages lie in our personalized approach to client service and our commitment to finding the best financial solutions for our clients.

We offer a comprehensive suite of mortgage products, including conventional loans, government-backed loans, and innovative financing options for unique property types.

Our expertise in navigating complex financial situations and our dedication to educating our clients on their mortgage options set us apart in the industry.

We also pride ourselves on our agility in adapting to market changes and our use of cutting-edge technology to streamline the mortgage application and approval process, enhancing the overall customer experience.

You can also read our articles about: - how to become a mortgage broker: a complete guide - the customer segments of a mortgage brokerage firm - the competition study for a mortgage brokerage firm

The Strategy

Development plan.

Our three-year development plan for the mortgage brokerage firm is designed to establish us as a trusted leader in the industry.

In the first year, we will concentrate on building a strong client base by offering personalized mortgage solutions and exceptional customer service.

The second year will focus on expanding our services to include refinancing options, debt consolidation, and financial advisory services to provide comprehensive financial solutions to our clients.

In the third year, we aim to form strategic alliances with real estate agencies and financial institutions to broaden our service offerings and enhance our market reach.

Throughout this period, we will remain dedicated to maintaining the highest standards of integrity, transparency, and professionalism to meet the evolving needs of our clients and secure a dominant position in the market.

Business Model Canvas

The Business Model Canvas for our mortgage brokerage firm targets individuals and families looking to purchase or refinance their homes, as well as real estate investors.

Our value proposition is centered on providing expert mortgage advice, competitive rates, and a seamless application process.

We offer our services through our office, online platforms, and mobile consultations, utilizing key resources such as our industry knowledge and network of lending partners.

Key activities include client consultations, loan application processing, and market analysis.

Our revenue streams are generated from commissions on successful mortgage placements, consultation fees, and potential partnerships with financial institutions.

Find a complete and editable real Business Model Canvas in our business plan template .

Marketing Strategy

Our marketing strategy is built on trust and expertise.

We aim to educate potential clients on the mortgage process and the benefits of working with a broker. Our strategy includes online educational content, mortgage calculators, and workshops on home buying and financing.

We will also establish referral programs with real estate agents and previous clients to expand our network.

Additionally, we plan to leverage social media, search engine optimization, and targeted advertising to reach a wider audience and showcase our success stories and client testimonials.

Risk Policy

The risk policy of our mortgage brokerage firm is to minimize financial and operational risks.

We adhere to strict compliance with industry regulations and ethical standards, ensuring all loan options presented to clients are in their best interest.

We conduct thorough risk assessments on loan products and maintain a diversified portfolio to mitigate market volatility.

Prudent financial management and a contingency plan are in place to safeguard against economic downturns.

Additionally, we carry professional indemnity insurance to protect against potential legal claims. Our priority is to provide secure and reliable mortgage brokerage services while ensuring client satisfaction.

Why Our Project is Viable

We are committed to establishing a mortgage brokerage firm that addresses the needs of homebuyers and investors in a changing financial landscape.

With our focus on customer-centric services, market expertise, and strategic partnerships, we are poised for success in the competitive mortgage industry.

We are enthusiastic about empowering our clients to make informed financial decisions and are prepared to adapt to market changes to achieve our objectives.

We look forward to the promising future of our mortgage brokerage firm and the opportunity to serve our community.

You can also read our articles about: - the Business Model Canvas of a mortgage brokerage firm - the marketing strategy for a mortgage brokerage firm

The Financial Plan

Of course, the text presented below is far from sufficient to serve as a solid and credible financial analysis for a bank or potential investor. They expect specific numbers, financial statements, and charts demonstrating the profitability of your project.

All these elements are available in our business plan template for a mortgage broker and our financial plan for a mortgage broker .

Initial expenses for our mortgage brokerage include securing a professional office space, obtaining the necessary licenses and certifications, investing in industry-specific software for loan processing and customer relationship management, as well as costs related to brand creation and launching targeted marketing campaigns to reach potential homebuyers and those looking to refinance.

Our revenue assumptions are based on a thorough analysis of the local housing market, interest rate trends, and the demand for mortgage advisory services, considering the growing need for personalized mortgage solutions.

We anticipate progressively increasing client acquisition, starting modestly and growing as the reputation of our mortgage brokerage develops.

The projected income statement indicates expected revenues from our service fees, commission from lenders, and potential consulting services, minus the operating expenses (office rent, marketing, salaries, etc.), and the cost of maintaining our professional credentials.

This results in a forecasted net profit crucial for evaluating the profitability of our business over time.

The projected balance sheet reflects assets specific to our business, such as office equipment, software, and liabilities including debts and anticipated operating expenses.

It shows the overall financial health of our mortgage brokerage at the end of each period.

Our projected cash flow budget details incoming and outgoing cash flows, allowing us to anticipate our cash needs at any given time. This will help us effectively manage our finances and avoid cash flow problems.

The projected financing plan lists the specific financing sources we plan to use to cover our startup expenses, such as business loans or investor capital.

The working capital requirement for our mortgage brokerage will be closely monitored to ensure we have the necessary liquidity to finance our daily operations, including office expenses, marketing initiatives, and salary payments.

The break-even point specific to our project is the level of transactions needed to cover all our costs, including startup expenses, and start making a profit.

It will indicate when our business will be financially sustainable.

Performance indicators we will track include the conversion rate of leads to closed loans, the average commission per transaction, the liquidity ratio to assess our ability to cover financial obligations, and the return on investment to measure the effectiveness of our capital invested in the project.

These indicators will help us evaluate the financial health and overall success of our mortgage brokerage.

If you want to know more about the financial analysis of this type of activity, please read our article about the financial plan for a mortgage brokerage firm .

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Mortgage Broker Business Plan

Executive summary image

A mortgage broker firm can be profitable. Mortgage brokers frequently receive compensation from the loans they assist their clients in obtaining. A mortgage broker can establish a successful firm and earn a sizable income with the correct tactics and abilities.

So, planning to start or grow your mortgage broker firm? You will need precise planning too with good knowledge.

Need help writing a business plan for your mortgage broker business? You’re at the right place. Our mortgage broker business plan template will help you get started.

sample business plan

Free Business Plan Template

Download our free mortgage broker business plan template now and pave the way to success. Let’s turn your vision into an actionable strategy!

  • Fill in the blanks – Outline
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How to Write a mortgage broker Business Plan?

Writing a mortgage broker business plan is a crucial step toward the success of your business. Here are the key steps to consider when writing a business plan:

1. Executive Summary

An executive summary is the first section planned to offer an overview of the entire business plan. However, it is written after the entire business plan is ready and summarizes each section of your plan.

Here are a few key components to include in your executive summary:

  • Introduce your business: Start your executive summary by briefly introducing your business to your readers.
  • This section may include the name of your mortgage broker business, its location, when it was founded, the type of mortgage broker business (E.g., traditional mortgage firm, online mortgage firm.), etc.
  • Market opportunity: Summarize your market research, including market size, growth potential, and marketing trends. Highlight the opportunities in the market and how your business will fit in to fill the gap.
  • Mortgage services: Highlight the mortgage broker services you offer your clients. The USPs and differentiators you offer are always a plus.
  • For instance, you may include loan orientation, loan processing, and real-estate consultancy as some of your services.
  • Marketing & sales strategies: Outline your sales and marketing strategies—what marketing platforms you use, how you plan on acquiring customers, etc.
  • Financial highlights: Briefly summarize your financial projections for the initial years of business operations. Include any capital or investment requirements, associated startup costs, projected revenues, and profit forecasts.
  • Call to action: Summarize your executive summary section with a clear CTA, for example, inviting angel investors to discuss the potential business investment.

Ensure your executive summary is clear, concise, easy to understand, and jargon-free.

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2. Business Overview

The business overview section of your business plan offers detailed information about your company. The details you add will depend on how important they are to your business. Yet, business name, location, business history, and future goals are some of the foundational elements you must consider adding to this section:

  • Business description: Describe your business in this section by providing all the basic information:
  • Traditional mortgage broker: They work with a variety of lenders and offer the best to their clients.
  • Niche mortgage broker: These firms specialize in a certain type of mortgage or market segment
  • Wholesale mortgage broker: They frequently have access to a variety of loan lenders and can assist brokers in locating the most affordable rates and conditions.
  • Mortgage lender-brokerage firm: These companies are mortgage loan originators and brokers. They have loan officers that work with clients to acquire loans, but if they don’t have an appropriate product or rate for the client, they may also broker loans to other lenders.
  • Describe the legal structure of your mortgage broker company, whether it is a sole proprietorship, LLC, partnership, or others.
  • Mission statement: Summarize your business’ objective, core principles, and values in your mission statement. This statement needs to be memorable, clear, and brief.
  • Business history: If you’re an established mortgage broker service provider, briefly describe your business history, like—when it was founded, how it evolved over time, etc.
  • Additionally, If you have received any awards or recognition for excellent work, describe them.
  • Future goal: It’s crucial to convey your aspirations and vision. Mention your short-term and long-term goals; they can be specific targets for revenue, market share, or expanding your services.

This section should provide a thorough understanding of your business, its history, and its future plans. Keep this section engaging, precise, and to the point.

3. Market Analysis

The market analysis section of your business plan should offer a thorough understanding of the industry with the target market, competitors, and growth opportunities. You should include the following components in this section.

  • Target market: Start this section by describing your target market. Define your ideal customer and explain what types of services they prefer. Creating a buyer persona will help you easily define your target market to your readers.
  • For instance, first-time homebuyers, real estate investors, and self-employed borrowers can be your target market.
  • Market size and growth potential: Describe your market size and growth potential and whether you will target a niche or a much broader market.
  • Competitive analysis: Identify and analyze your direct and indirect competitors. Identify their strengths and weaknesses, and describe what differentiates your mortgage broker services from them. Point out how you have a competitive edge in the market.
  • Market trends: Analyse emerging trends in the industry, such as technology disruptions, changes in customer behavior or preferences, etc. Explain how your business will cope with all the trends.
  • For instance, the use of online portals to collect client information, using digital signatures to sign documents and usage of online tools is increasing, so how do you plan on coping with the trends?
  • Regulatory environment: List regulations and licensing requirements that may affect your mortgage broker company, such as business registration, licensing, fiduciary duty, etc.

Here are a few tips for writing the market analysis section of your mortgage business plan:

  • Conduct market research, industry reports, and surveys to gather data.
  • Provide specific and detailed information whenever possible.
  • Illustrate your points with charts and graphs.
  • Write your business plan keeping your target audience in mind.

4. Products And Services

The product and services section should describe the specific services and products that will be offered to customers. To write this section should include the following:

  • Mortgage services: Mention the mortgage broker services your business will offer. This list may include services like,
  • Fixed-rate mortgages
  • Adjustable rates mortgages
  • Government-backed loans
  • Describe each service: Next, give a more thorough explanation of the particular services your company will offer. It can include support with pre-qualification and pre-approval, rate comparisons for mortgages, and aid with filling out loan applications.

In short, this section of your mortgage broker plan must be informative, precise, and client-focused. By providing a clear and compelling description of your offerings, you can help potential investors and readers understand the value of your business.

5. Sales And Marketing Strategies

Writing the sales and marketing strategies section means a list of strategies you will use to attract and retain your clients. Here are some key elements to include in your sales & marketing plan:

  • Unique selling proposition (USP): Define your business’s USPs depending on the market you serve, the equipment you use, and the unique services you provide. Identifying USPs will help you plan your marketing strategies.
  • For example, it can include any particular services you provide, such as personalized support during the mortgage application process or access to niche lending programs.
  • Pricing strategy: Describe your pricing strategy—how you plan to price your services and stay competitive in the local market. You can mention any discounts you plan on offering to attract new customers.
  • Marketing strategies: Discuss your marketing strategies to market your services. You may include some of these marketing strategies in your business plan—social media marketing, Google ads, brochures, and print marketing.
  • Sales strategies: Outline the strategies you’ll implement to maximize your sales. Your sales strategies may include direct sales calls, partnering with other businesses, offering referral programs, etc.
  • Customer retention: Describe your customer retention strategies and how you plan to execute them. For instance, introducing loyalty programs, personalized service, etc.

Overall, this section of your mortgage broker business plan should focus on customer acquisition and retention.

Have a specific, realistic, and data-driven approach while planning sales and marketing strategies for your mortgage broker business, and be prepared to adapt or make strategic changes in your strategies based on feedback and results.

6. Operations Plan

The operations plan section of your business plan should outline the processes and procedures involved in your business operations, such as staffing requirements and operational processes. Here are a few components to add to your operations plan:

  • Staffing & training: Mention your business’s staffing requirements, including the number of employees, licensed loan officers, underwriters, processors, and administrative staff to support the day-to-day operations of your business. Include their qualifications, the training required, and the duties they will perform.
  • Operational process: Outline how your company will collaborate with customers to obtain a mortgage. It can contain information on how you will gather client data, compare mortgage rates, and assist clients in selecting the best mortgage choice for their requirements.
  • Equipment & software: Include the list of equipment and machinery required for a mortgage broker, such as software, computer & office equipment, office supplies, etc.

Adding these components to your operations plan will help you lay out your business operations, which will eventually help you manage your business effectively.

7. Management Team

The management team section provides an overview of your mortgage broker business’s management team. This section should provide a detailed description of each manager’s experience and qualifications, as well as their responsibilities and roles.

  • Founder/CEO: Mention the founders and CEO of your mortgage broker company, and describe their roles and responsibilities in successfully running the business.
  • Key managers: Introduce your management and key members of your team, and explain their roles and responsibilities.
  • It should include, key executives(e.g. COO, CMO.), senior management, and other department managers (e.g. operations manager, sales manager.) involved in the mortgage broker business operations, including their education, professional background, and any relevant experience in the industry.
  • Organizational structure: Explain the organizational structure of your management team. Include the reporting line and decision-making hierarchy.
  • Compensation plan: Describe your compensation plan for the management and staff. Include their salaries, incentives, and other benefits.
  • Advisors/consultants: Mentioning advisors or consultants in your business plans adds credibility to your business idea.
  • So, if you have any advisors or consultants, include them with their names and brief information consisting of roles and years of experience.

This section should describe the key personnel for your mortgage broker services, highlighting how you have the perfect team to succeed.

8. Financial Plan

Your financial plan section should provide a summary of your business’s financial projections for the first few years. Here are some key elements to include in your financial plan:

  • Profit & loss statement: Describe details such as projected revenue, operational costs, and service costs in your projected profit and loss statement. Make sure to include your business’s expected net profit or loss.
  • Cash flow statement: The cash flow for the first few years of your operation should be estimated and described in this section. This may include billing invoices, payment receipts, loan payments, and any other cash flow statements.
  • Balance sheet: Create a projected balance sheet documenting your mortgage broker business’s assets, liabilities, and equity.
  • Break-even point: Determine and mention your business’s break-even point—the point at which your business costs and revenue will be equal.
  • This exercise will help you understand how much revenue you need to generate to sustain or be profitable.
  • Financing needs: Calculate costs associated with starting a mortgage broker business, and estimate your financing needs and how much capital you need to raise to operate your business. Be specific about your short-term and long-term financing requirements, such as investment capital or loans.

Be realistic with your financial projections, and make sure you offer relevant information and evidence to support your estimates.

9. Appendix

The appendix section of your plan should include any additional information supporting your business plan’s main content, such as market research, legal documentation, financial statements, and other relevant information.

  • Add a table of contents for the appendix section to help readers easily find specific information or sections.
  • In addition to your financial statements, provide additional financial documents like tax returns, a list of assets within the business, credit history, and more. These statements must be the latest and offer financial projections for at least the first three or five years of business operations.
  • Provide data derived from market research, including stats about the industry, user demographics, and industry trends.
  • Include any legal documents such as permits, licenses, and contracts.
  • Include any additional documentation related to your business plan, such as product brochures, marketing materials, operational procedures, etc.

Use clear headings and labels for each section of the appendix so that readers can easily find the necessary information.

Remember, the appendix section of your mortgage company business plan should only include relevant and important information supporting your plan’s main content.

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This sample mortgage broker business plan will provide an idea for writing a successful mortgage broker plan, including all the essential components of your business.

After this, if you still need clarification about writing an investment-ready business plan to impress your audience, download our mortgage broker business plan pdf .

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Frequently asked questions, why do you need a mortgage broker business plan.

A business plan is an essential tool for anyone looking to start or run a successful mortgage broker business. It helps to get clarity in your business, secures funding, and identifies potential challenges while starting and growing your business.

Overall, a well-written plan can help you make informed decisions, which can contribute to the long-term success of your mortgage broker company.

How to get funding for your mortgage broker business?

There are several ways to get funding for your mortgage broker business, but self-funding is one of the most efficient and speedy funding options. Other options for funding are:

Small Business Administration (SBA) loan

Crowdfunding, angel investors.

Apart from all these options, there are small business grants available, check for the same in your location and you can apply for it.

Where to find business plan writers for your mortgage broker business?

There are many business plan writers available, but no one knows your business and ideas better than you, so we recommend you write your mortgage broker business plan and outline your vision as you have in your mind.

What is the easiest way to write your mortgage broker business plan?

A lot of research is necessary for writing a business plan, but you can write your plan most efficiently with the help of any mortgage broker business plan example and edit it as per your need. You can also quickly finish your plan in just a few hours or less with the help of our business plan software.

About the Author

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Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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Table of contents, developing your brokerage business plan.

  • 6 April, 2024

brokerage business plan

Planning Your Brokerage Business

Before diving into the world of brokerage, it is essential to have a well-thought-out plan. This section will explore two vital aspects of planning your brokerage business: market research essentials and defining your business concept.

Market Research Essentials

Conducting thorough market research and analysis is crucial for the success of your brokerage firm. By understanding the current market conditions, trends, and customer preferences, you can make informed decisions that will set your business apart from competitors ( Source ).

Market research involves gathering and analyzing data related to your target market, including demographics, financial trends, and customer behavior. This information will help you identify potential opportunities, assess risks, and develop effective strategies to reach your target audience.

Here are some key components of market research essentials for a brokerage business:

Industry Analysis: Gain a deep understanding of the brokerage industry, including its size, growth rate, and competitive landscape. Stay updated on the latest industry trends, regulations, and technological advancements that may impact your business.

Target Market Analysis: Identify your target market, such as individual investors, institutional clients, or specific industries. Analyze their needs, preferences, and pain points to tailor your services and marketing efforts accordingly.

Competitor Analysis: Study your competitors to identify their strengths, weaknesses, and unique selling propositions. This analysis will help you differentiate your brokerage firm and develop strategies to gain a competitive edge.

Financial Analysis: Evaluate the financial aspects of the brokerage industry, including revenue sources, cost structures, and profit margins. This analysis will provide insights into the financial feasibility and potential profitability of your business.

Defining Your Business Concept

Defining a clear and compelling business concept is a crucial step in creating a successful brokerage firm. Your business concept should reflect your unique value proposition and outline the core pillars of your brokerage services ( Source ).

Consider the following elements when defining your business concept:

Mission and Vision: Clearly articulate your brokerage firm’s mission and vision statements. These statements should encapsulate the purpose and long-term aspirations of your business.

Service Offerings: Define the range of services your brokerage firm will provide. This may include investment advisory, portfolio management, trading execution, financial planning, or specialized services catering to specific client needs.

Differentiation Strategy: Identify how your brokerage firm will differentiate itself from competitors. This could be through innovative technology, personalized customer service, unique investment strategies, or a niche market focus.

Brand Identity: Develop a strong brand identity that communicates your brokerage firm’s values, culture, and positioning. Consistency in branding across all touchpoints will help build trust and recognition among your target audience.

By conducting thorough market research and defining your business concept, you will lay the foundation for a successful brokerage firm. These steps will guide your decision-making process and help you develop a comprehensive business plan that aligns with your goals and targets the needs of your target market.

Building a Solid Business Model

To establish a successful brokerage business, it is important to build a solid business model that lays the foundation for growth and success. This section will explore two key aspects of building a business model: legal requirements and licenses, and long-term strategies for success.

Legal Requirements and Licenses

Before starting a brokerage firm, it is crucial to understand the legal requirements and necessary licenses involved in the brokerage industry. Compliance with regulatory authorities is essential to ensure the legitimacy and credibility of the business. Requirements may vary depending on the jurisdiction and the type of brokerage services offered.

Obtaining the appropriate licenses and registrations is a crucial step in starting a brokerage business. These licenses may include securities licenses, such as the Series 7 or Series 63 licenses in the United States, or licenses specific to the financial products and services offered by the brokerage. It is important to consult with legal professionals or regulatory authorities to ensure compliance with all necessary licensing requirements. For more information on brokerage business registration, visit our article on starting a brokerage firm .

Long-Term Strategies for Success

Developing long-term strategies is vital for the sustained success of a brokerage firm. It involves setting goals and identifying the necessary resources to achieve those goals. When creating a business plan, consider factors such as whether you want to work independently, join a larger company, or build a startup with the intention of selling it in the future. These goals will shape your strategies and guide your decision-making processes.

Long-term strategies should also involve market analysis and understanding the competitive landscape. Conducting thorough market research, as mentioned in our previous section on market research essentials , is crucial for identifying opportunities and developing strategies to capitalize on them.

Additionally, consider the resources required to achieve your goals. This may include tools for product creation, advertising methods, technology solutions, and human resources. Assessing and acquiring the necessary resources early on will help position your brokerage firm for success.

By building a solid business model that addresses legal requirements and licenses, as well as long-term strategies for success, you can lay the groundwork for a thriving brokerage business.

In the next section, we will explore the importance of conducting a SWOT analysis and setting specific goals in developing a comprehensive real estate business plan.

Developing a Real Estate Business Plan

To ensure the success of your brokerage business, it is essential to develop a comprehensive real estate business plan. This plan will serve as a roadmap to guide your business towards its goals and objectives. Two key components of a real estate business plan are the SWOT analysis and setting specific goals.

SWOT Analysis Importance

A SWOT analysis, which stands for strengths, weaknesses, opportunities, and threats, is a critical component of a real estate business plan. It helps evaluate both the agent and the overall business, providing valuable insights to make informed decisions.

Conducting a SWOT analysis involves assessing internal factors such as strengths and weaknesses, as well as external factors like opportunities and threats within the local market. By analyzing strengths, you can identify areas where you excel and leverage them to gain a competitive advantage. Weaknesses can be addressed and improved upon to enhance your business performance.

Opportunities in the market can be identified through a thorough analysis of market trends, customer demands, and emerging technologies. By recognizing these opportunities, you can develop strategies to capitalize on them and expand your business. Additionally, assessing potential threats helps you understand the challenges and risks that may impact your business. This enables you to develop contingency plans and implement risk management strategies.

A SWOT analysis provides a comprehensive understanding of your business, helping you make informed decisions, set realistic goals, and develop effective strategies. For more guidance on conducting a SWOT analysis, refer to our article on how to start a brokerage business .

Setting Specific Goals

Once you have conducted a SWOT analysis, it is crucial to set specific goals for your brokerage business. Specific goals provide clarity, direction, and a clear vision for the future of your business. By setting specific goals, you can measure progress and track achievements.

When setting goals, it is essential to make them SMART: specific, measurable, achievable, relevant, and time-bound. Specific goals clearly define what you want to achieve. Measurable goals allow you to track progress and evaluate success. Achievable goals are realistic and within your capabilities. Relevant goals align with your business objectives and contribute to overall growth. Time-bound goals have a defined timeline for completion.

For example, a specific and measurable goal could be to increase the number of closed transactions by 20% within the next year. This goal is achievable if you have identified opportunities in the market and developed strategies to capitalize on them. It is relevant to your business growth and has a specific timeframe for completion.

Setting specific goals helps you stay focused and motivated, providing a roadmap for your business success. Regularly review and revise your goals as needed to adapt to changing market conditions and business dynamics.

By conducting a SWOT analysis and setting specific goals, you can develop a robust real estate business plan that aligns with your objectives and guides your brokerage business towards prosperity. Remember to regularly revisit and update your business plan to ensure its relevance and effectiveness in an ever-evolving industry.

Strategic Planning for Success

To ensure the success of your brokerage business, strategic planning plays a crucial role. This involves identifying your target audience and implementing effective systems and policies. Let’s explore these two key elements in more detail.

Target Audience Identification

Defining your target audience is a vital component of your real estate business plan . Understanding the specific demographics and needs of your target customers allows you to align your market strategies with your business goals. For example, you may focus on commercial properties or cater to luxury home buyers, families relocating, or other niche markets. By identifying your target audience, you can tailor your services and marketing efforts to effectively meet their needs and stand out from the competition ( LinkedIn ).

Implementing Systems and Policies

Implementing efficient systems and policies is essential for a successful brokerage business. They provide structure and standardization, allowing for streamlined operations and effective decision-making. By establishing clear processes for various aspects of your business, such as client management, property listings, and transactions, you can ensure consistency and maximize productivity. This is especially important as your business grows, as systems and policies lay the groundwork for scaling and facilitating future expansion ( BiggerPockets ).

Building systems and policies should be an ongoing process that evolves alongside your business. It’s not a one-time task but rather a continuous effort to improve and adapt as your brokerage firm expands. As you grow, revisit and update your systems and policies to accommodate changing needs and ensure they remain effective ( BiggerPockets ).

To learn more about building effective systems and policies, there are several recommended books for business owners in the real estate industry. These include “The E-Myth Revisited” by Michael Gerber, “The Checklist Manifesto” by Atul Gawande, “Traction” by Gino Wickman, and “Scaling Up” by Verne Harnish. These resources provide valuable insights and strategies for creating and improving systems in various aspects of your brokerage business.

Standardizing processes and materials can also contribute to the efficiency of your business. For example, using consistent paint colors, vinyl, countertops, and appliances for property rehabs and turnovers can simplify operations, make repairs easier, and reduce costs.

By identifying your target audience and implementing effective systems and policies, you can position your brokerage business for success. These strategic planning elements provide a solid foundation for growth, scalability, and efficient operations.

Key Performance Indicators (KPIs)

Tracking the performance of your brokerage business is essential for monitoring progress and identifying areas for improvement. Key Performance Indicators (KPIs) provide valuable insights into various aspects of your business and help set goals to drive success.

Tracking Business Performance

Developing KPIs for each major area of your brokerage business allows you to measure performance and make data-driven decisions. By tracking specific metrics, you can gain a deeper understanding of how your business is progressing and identify areas that require attention and improvement. Some common KPIs in the real estate industry include acquisition metrics, turnover metrics, property management metrics, and maintenance metrics ( BiggerPockets ).

To effectively track business performance, it is essential to establish clear benchmarks and set measurable goals. Regularly reviewing your KPIs and comparing them against your targets will provide valuable insights into the overall health and growth of your brokerage. This data-driven approach allows you to identify trends, make informed decisions, and adjust strategies accordingly.

Factors for Success

Several factors contribute to the success of a brokerage business. By understanding and focusing on these factors, you can optimize your operations and enhance your chances of achieving your goals.

Lead Generation: Lead generation is a crucial component of a successful brokerage business. Developing effective lead generation strategies tailored to your target market is vital. This involves diversifying lead sources among different areas to ensure a steady flow of potential clients. It is recommended to incorporate lead generation activities into your daily or weekly schedule and track your efforts consistently ( Iowa C21 Career ).

Budgeting and Expense Management: Proper budgeting and expense management are essential for the financial health of your brokerage business. Creating a budget that categorizes expenses, such as administration, lead generation, education, marketing, and general expenses, helps you allocate resources effectively. It is also crucial to track and review expenses regularly to ensure financial stability and profitability. Additionally, monitoring personal expenses is important since your business income supports your personal finances.

Marketing and Branding: A well-defined marketing plan is crucial for building your brand, reaching your target audience, showcasing listings, and building relationships. Tracking your marketing efforts on a monthly and annual basis allows you to evaluate the return on investment (ROI) of each tactic and make adjustments to maximize your marketing impact ( Iowa C21 Career ).

By regularly monitoring these key factors and using them as part of your KPIs, you can gain valuable insights into the performance of your brokerage business. This data-driven approach helps you make informed decisions, implement effective strategies, and ultimately drive the success of your brokerage.

Risk Management Strategies

When developing your brokerage business plan, it’s crucial to consider risk management strategies to protect your firm and ensure its long-term success. Two significant risks that brokerage businesses commonly face are liquidity provider issues and technology provider problems.

Liquidity Provider Issues

Liquidity provider issues can have a significant impact on the operations of a brokerage firm. To mitigate this risk, it is essential to ensure that your brokerage has multiple liquidity providers. Relying on a single provider can leave your business vulnerable to disruptions in liquidity supply. By working with at least two liquidity providers, you can minimize the impact of any issues that may arise with one provider.

Having multiple liquidity providers offers several advantages. It reduces the risk of downtime or delays in executing trades, ensuring that your clients can access the liquidity they need promptly. Additionally, it allows for competitive pricing and better order execution, enhancing the overall trading experience for your clients.

Technology Provider Problems

In today’s digital age, technology plays a crucial role in the success of brokerage businesses. However, relying on technology providers can also introduce risks. It is crucial to be diligent in the selection process when choosing a technology provider for your brokerage. Thoroughly evaluate their track record, reliability, and customer support capabilities.

To mitigate the risk of technology provider problems, it is essential to thoroughly test any potential changes or new solutions before implementation. This testing process ensures that the technology functions as intended and is compatible with your brokerage’s operations. By conducting thorough testing, you can identify and address any issues before they impact your business and clients.

Furthermore, it is crucial to maintain a good working relationship with your technology provider. Regular communication and periodic assessments of their performance can help identify and address any potential problems proactively. This approach allows you to stay ahead of any technology-related issues and make changes swiftly if needed.

By implementing risk management strategies for liquidity provider issues and technology provider problems, you can safeguard your brokerage business and maintain a high level of service for your clients. Remember, risk management is an ongoing process, and it’s essential to regularly review and update your strategies as your brokerage evolves. For more information on starting and scaling a brokerage firm, be sure to check out our articles on starting a brokerage firm and scaling a brokerage firm .

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How to Write a Business Plan: Your Step-by-Step Guide

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So, you’ve got an idea and you want to start a business —great! Before you do anything else, like seek funding or build out a team, you'll need to know how to write a business plan. This plan will serve as the foundation of your company while also giving investors and future employees a clear idea of your purpose.

Below, Lauren Cobello, Founder and CEO of Leverage with Media PR , gives her best advice on how to make a business plan for your company.

Build your dream business with the help of a high-paying job—browse open jobs on The Muse »

What is a business plan, and when do you need one?

According to Cobello, a business plan is a document that contains the mission of the business and a brief overview of it, as well as the objectives, strategies, and financial plans of the founder. A business plan comes into play very early on in the process of starting a company—more or less before you do anything else.

“You should start a company with a business plan in mind—especially if you plan to get funding for the company,” Cobello says. “You’re going to need it.”

Whether that funding comes from a loan, an investor, or crowdsourcing, a business plan is imperative to secure the capital, says the U.S. Small Business Administration . Anyone who’s considering giving you money is going to want to review your business plan before doing so. That means before you head into any meeting, make sure you have physical copies of your business plan to share.

Different types of business plans

The four main types of business plans are:

Startup Business Plans

Internal business plans, strategic business plans, one-page business plans.

Let's break down each one:

If you're wondering how to write a business plan for a startup, Cobello has advice for you. Startup business plans are the most common type, she says, and they are a critical tool for new business ventures that want funding. A startup is defined as a company that’s in its first stages of operations, founded by an entrepreneur who has a product or service idea.

Most startups begin with very little money, so they need a strong business plan to convince family, friends, banks, and/or venture capitalists to invest in the new company.

Internal business plans “are for internal use only,” says Cobello. This kind of document is not public-facing, only company-facing, and it contains an outline of the company’s business strategy, financial goals and budgets, and performance data.

Internal business plans aren’t used to secure funding, but rather to set goals and get everyone working there tracking towards them.

As the name implies, strategic business plans are geared more towards strategy and they include an assessment of the current business landscape, notes Jérôme Côté, a Business Advisor at BDC Advisory Services .

Unlike a traditional business plan, Cobello adds, strategic plans include a SWOT analysis (which stands for strengths, weaknesses, opportunities, and threats) and an in-depth action plan for the next six to 12 months. Strategic plans are action-based and take into account the state of the company and the industry in which it exists.

Although a typical business plan falls between 15 to 30 pages, some companies opt for the much shorter One-Page Business Plan. A one-page business plan is a simplified version of the larger business plan, and it focuses on the problem your product or service is solving, the solution (your product), and your business model (how you’ll make money).

A one-page plan is hyper-direct and easy to read, making it an effective tool for businesses of all sizes, at any stage.

How to create a business plan in 7 steps

Every business plan is different, and the steps you take to complete yours will depend on what type and format you choose. That said, if you need a place to start and appreciate a roadmap, here’s what Cobello recommends:

1. Conduct your research

Before writing your business plan, you’ll want to do a thorough investigation of what’s out there. Who will be the competitors for your product or service? Who is included in the target market? What industry trends are you capitalizing on, or rebuking? You want to figure out where you sit in the market and what your company’s value propositions are. What makes you different—and better?

2. Define your purpose for the business plan

The purpose of your business plan will determine which kind of plan you choose to create. Are you trying to drum up funding, or get the company employees focused on specific goals? (For the former, you’d want a startup business plan, while an internal plan would satisfy the latter.) Also, consider your audience. An investment firm that sees hundreds of potential business plans a day may prefer to see a one-pager upfront and, if they’re interested, a longer plan later.

3. Write your company description

Every business plan needs a company description—aka a summary of the company’s purpose, what they do/offer, and what makes it unique. Company descriptions should be clear and concise, avoiding the use of jargon, Cobello says. Ideally, descriptions should be a few paragraphs at most.

4. Explain and show how the company will make money

A business plan should be centered around the company’s goals, and it should clearly explain how the company will generate revenue. To do this, Cobello recommends using actual numbers and details, as opposed to just projections.

For instance, if the company is already making money, show how much and at what cost (e.g. what was the net profit). If it hasn’t generated revenue yet, outline the plan for how it will—including what the product/service will cost to produce and how much it will cost the consumer.

5. Outline your marketing strategy

How will you promote the business? Through what channels will you be promoting it? How are you going to reach and appeal to your target market? The more specific and thorough you can be with your plans here, the better, Cobello says.

6. Explain how you’ll spend your funding

What will you do with the money you raise? What are the first steps you plan to take? As a founder, you want to instill confidence in your investors and show them that the instant you receive their money, you’ll be taking smart actions that grow the company.

7. Include supporting documents

Creating a business plan is in some ways akin to building a legal case, but for your business. “You want to tell a story, and to be as thorough as possible, while keeping your plan succinct, clear, interesting, and visually appealing,” Cobello says. “Supporting documents could include financial projects, a competitive analysis of the market you’re entering into, and even any licenses, patents, or permits you’ve secured.”

A business plan is an individualized document—it’s ultimately up to you what information to include and what story you tell. But above all, Cobello says, your business plan should have a clear focus and goal in mind, because everything else will build off this cornerstone.

“Many people don’t realize how important business plans are for the health of their company,” she says. “Set aside time to make this a priority for your business, and make sure to keep it updated as you grow.”

brokerage company business plan


The Leading Source of Insights On Business Model Strategy & Tech Business Models


The Brokerage Business Model In A Nutshell

Businesses employing the brokerage business model make money via brokerage services. This means they are involved with the facilitation, negotiation, or arbitration of a transaction between a buyer and a seller. The brokerage business model involves a business connecting buyers with sellers to collect a commission on the resultant transaction. Therefore, acting as a middleman within a transaction.

A is a type of business model where a company or individual acts as an intermediary or broker between buyers and sellers of goods, services, or assets. Brokers facilitate transactions and earn a fee, commission, or spread for their services. This model is prevalent in various industries, including real estate, finance, e-commerce, and more.
– : Brokers play a crucial intermediary role, connecting buyers and sellers who may not have direct access to each other. – : Brokers earn revenue through commissions, fees, or spreads on transactions they facilitate. – : Successful brokers often have deep market knowledge and expertise in their respective industries. – : Building trust and a positive reputation are vital for attracting clients in the brokerage business.
– : Real estate agents and brokers connect property buyers and sellers, earning a commission on the sale. – : Stockbrokers facilitate the buying and selling of stocks and securities for investors, charging a commission per trade. – : Insurance brokers help individuals and businesses find suitable insurance coverage and earn a commission from insurers. – : Freight brokers match shippers with carriers and charge a fee for arranging transportation. – : Art brokers connect art buyers and sellers, earning a commission on art sales.
– : Brokerages are integral to financial markets, enabling individuals and institutions to trade stocks, bonds, commodities, and currencies. – : Real estate brokerages assist in buying, selling, and renting properties. – : Online marketplaces often operate on a brokerage model, connecting buyers and sellers of various products. – : Import/export brokers facilitate international trade by connecting buyers and sellers across borders.
– : Brokerage industries can be highly competitive, with many players vying for clients. – : Some brokerage sectors, like finance, are subject to strict regulatory frameworks. Compliance is essential. – : Economic and market fluctuations can impact brokerage businesses, affecting transaction volumes and revenue. – : Establishing trust and credibility with clients is crucial in the brokerage business.
– : Specializing in a niche market can help brokers stand out and attract clients looking for expertise. – : Embracing technology can improve efficiency, reduce costs, and enhance the client experience. – : Staying informed about industry regulations and complying with them is essential. – : Providing exceptional customer service can build trust and loyalty.
Brokerage business models illustrate the significance of intermediaries in facilitating trade and transactions in various industries. They also highlight the role of trust and expertise in these relationships.
Brokerage business models serve as essential intermediaries, connecting buyers and sellers across diverse industries. They thrive on market expertise, trust, and the ability to efficiently match parties to transactions. While competitive and subject to challenges, brokerages continue to play a vital role in global commerce.

Table of Contents

Understanding the brokerage business model

Brokerage businesses usually charge a commission or fee to one or both parties in exchange for services rendered.

Many such companies have also adopted a zero-commission policy, instead of making money from investments and the difference in price between what they charge buyers and what they charge sellers.

Advances in eCommerce have allowed the brokerage business model to thrive since virtually any product or service can now be ordered online.

Brokerage businesses are common in the real estate, finance, retail, travel, and online marketplace industries, to name a few. 

Seven types of brokerage business model

In truth, there are many brokerage business model types across B2B and B2C businesses – although some types are more suited to one or the other.


With that said, we have taken the liberty to list seven of the most common below:

  • Buy/sell match model

Where brokers concentrate on the fulfillment of buy/sell transactions.

This model is routinely used by financial brokers, insurance brokers, travel agents, and brick-and-mortar businesses with an online presence.


  • Buyer-aggregator model

Here, brokers bring together a group of buyers who share the common goal of receiving discounts on goods and services.

Merchants pay the broker a small percentage for each sale, which is often percentage-based.

  • Classified-advertiser model

These brokers charge a fee to an advertiser based on the time, location, size, or nature of an advertisement.

They may also offer search and rating services.

For example, the online classified platform Craigslist charges users for brokering sales of apartments, commercial real estate, cars, trucks, and furniture.


  • Virtual mall model

In this case, the broker creates a website and rents out virtual space to online retailers.

The broker may also offer advertising, marketing , search facilities, and business advice.

Online marketplaces such as Amazon and eBay are the most obvious examples.


  • Virtual mall intermediary model

A more bespoke version of the virtual mall model, where the broker locates multiple product suppliers and sells their products in a single online store sorted by department.

The broker also acts as an intermediary by taking care of billing, shipping, order tracking, and credit card authorization.

Brokers charge product suppliers a fee for setting up and maintaining their storefronts.

Chinese B2C platform Tmall is one example of a virtual mall intermediary broker.

  • Auction and reverse auction model

An auction broker offers goods and services from multiple resellers and receives a fee for every successful sale.

In a reverse auction, buyers name their price and the broker secures a seller who can facilitate a sale.

  • Directory and evaluator model

These brokers offer a directory listing for goods and services, evaluate relevant businesses, and offer value awards to companies based on consumer feedback.

Consumers themselves may also be rewarded with certain incentives for purchasing from broker recommendations.

For example, Nerdwallet is a consumer finance platform reviewing credit cards, bank accounts, personal loans, insurance, mortgages, and investment products. 


Case studies

Example 1: job recruitment agencies.

Brokerage Mechanism: Recruitment agencies connect job seekers with companies looking to hire. They earn a commission either from the company once a candidate is placed or sometimes from the candidate’s first salary.

Example 2: Online Dating Platforms

Brokerage Mechanism: Platforms like or eHarmony connect individuals looking for romantic relationships. They might earn revenue through subscription fees or from premium features that enhance users’ chances of finding a match.

Example 3: Real Estate Rental Platforms

Brokerage Mechanism: Websites like Airbnb or Vrbo connect property owners with travelers looking for short-term rentals. The platforms earn a commission from each booking.

Example 4: Ticket Reselling Platforms

Brokerage Mechanism: Websites like StubHub or Ticketmaster Resale connect ticket sellers with buyers, charging a fee on each transaction.

Example 5: Peer-to-Peer Lending Platforms

Brokerage Mechanism: Platforms like Prosper or LendingClub connect individuals who want to lend money with those who want to borrow, earning a fee on each loan facilitated.

Example 6: Stock Photo Websites

Brokerage Mechanism: Websites like Shutterstock or Getty Images connect photographers with businesses or individuals looking to purchase stock photos. Photographers earn royalties, and the platform takes a commission.

Example 7: Online Art Marketplaces

Brokerage Mechanism: Platforms like Artfinder or Saatchi Art connect artists with art enthusiasts and collectors. Artists get a platform to showcase and sell their work, while the platform earns a commission on each sale.

Example 8: Freight Brokers

Brokerage Mechanism: These brokers connect shippers with transportation services. They negotiate rates with both parties and earn a fee for facilitating the shipment of goods.

Example 9: Business Brokers

Brokerage Mechanism: These brokers assist in the buying and selling of businesses. They help evaluate the value of a business, find buyers or sellers, and earn a commission once the business is sold.

Example 10: Insurance Brokers

Brokerage Mechanism: Insurance brokers help individuals or businesses find the best insurance policies for their needs. They earn a commission from insurance companies for each policy sold.

Key takeaways

  • The brokerage business model involves a business connecting buyers with sellers to collect a commission on the resultant transaction.
  • Advances in eCommerce have allowed the brokerage business model to thrive since virtually any product or service can now be ordered online. The model is common in the real estate, travel, finance, and retail industries. 
  • There are many brokerage business model types in the B2B and B2C space. Some of the more common include the buy/sell match model, buyer-aggregator model, classified-advertiser model, virtual mall model, auction and reverse auction model, and directory and evaluator model.

Key Highlights

  • The Brokerage Business Model: Businesses employing the brokerage business model generate revenue by facilitating, negotiating, or arbitrating transactions between buyers and sellers. Acting as intermediaries, brokerage companies connect buyers with sellers and earn a commission on the resulting transactions.
  • Commission-based Revenue: Brokerage businesses typically charge a commission or fee to one or both parties involved in the transaction in exchange for their services. Some brokerage companies have adopted a zero-commission policy and instead earn revenue from investments and price differences between buyers and sellers.
  • Thriving in eCommerce: With the advancement of eCommerce, the brokerage business model has flourished as virtually any product or service can be ordered online. Brokerage businesses are common in various industries, including real estate, finance, retail, travel, and online marketplaces.
  • Buy/Sell Match Model: Brokers focus on facilitating buy/sell transactions. This model is used by financial brokers, insurance brokers, travel agents, and brick-and-mortar businesses with an online presence.
  • Buyer-Aggregator Model: Brokers bring together a group of buyers seeking discounts on goods and services. Merchants pay a percentage-based fee for each sale.
  • Classified-Advertiser Model: Brokers charge advertisers based on advertisement attributes, such as time, location, size, or nature. Some may offer search and rating services.
  • Virtual Mall Model: Brokers create a website and rent virtual space to online retailers. They may provide advertising, marketing , search facilities, and business advice. Examples include Amazon and eBay.
  • Virtual Mall Intermediary Model: A bespoke version of the virtual mall model where the broker locates multiple product suppliers and sells their products in a single online store. The broker handles billing, shipping, order tracking, and credit card authorization, charging product suppliers for storefront setup and maintenance. Chinese B2C platform Tmall is an example.
  • Auction and Reverse Auction Model: An auction broker offers goods and services from multiple resellers and receives a fee for successful sales. In reverse auctions, buyers name their price, and the broker finds a seller to facilitate the sale.
  • Directory and Evaluator Model: Brokers offer directory listings for goods and services, evaluate businesses, and give value awards based on consumer feedback. Consumers may also be rewarded for purchasing from broker-recommended companies. Nerdwallet is an example in the consumer finance sector.
Related ConceptsDescriptionWhen to Apply
The is a business model where a company acts as an intermediary or middleman between buyers and sellers, facilitating transactions or interactions in exchange for a fee, commission, or other form of compensation. Brokers provide value by connecting parties, providing market insights or expertise, and managing transaction logistics, enabling efficient and secure exchanges in various industries, such as real estate, finance, insurance, and e-commerce. The brokerage business model relies on network effects, trust, and reputation to attract clients and generate revenue through transaction fees, subscriptions, or commissions.– When or in markets with asymmetric information or complex transactions. – Particularly in understanding the dynamics of the brokerage business model, such as value proposition, revenue streams, and market positioning, and in exploring techniques to optimize brokerage operations, such as market segmentation, network effects, and digital platforms, to enhance transaction efficiency, mitigate conflicts of interest, and drive revenue growth in brokerage businesses or intermediary services.
refer to activities or functions performed by intermediaries, such as brokers, agents, or middlemen, to facilitate transactions, negotiations, or exchanges between parties. Intermediaries add value by reducing search costs, providing market information, and managing transactional risks, enabling efficient and reliable interactions in complex or fragmented markets. Intermediary services play a crucial role in various industries, including finance, real estate, logistics, and digital platforms, where trust, expertise, and coordination are essential for successful transactions.– When or in industries with multiple stakeholders or complex value chains. – Particularly in understanding the role of intermediary services in value creation, risk mitigation, and market efficiency, and in exploring techniques to enhance intermediary services, such as digital platforms, smart contracts, and ecosystem partnerships, to optimize transactional processes, improve customer experiences, and capture value in intermediary businesses or platform-based ecosystems.
The is a business model where a platform or intermediary facilitates transactions between multiple buyers and sellers, creating a virtual marketplace for goods, services, or information exchange. Marketplaces provide a centralized platform for participants to discover, transact, and interact with each other, offering benefits such as increased market reach, transparency, and efficiency. Marketplace models can be found in various sectors, including e-commerce, sharing economy, gig economy, and digital platforms, where network effects, reputation systems, and trust mechanisms are critical for fostering peer-to-peer transactions and ecosystem growth.– When or to connect buyers and sellers across multiple sectors or industries. – Particularly in understanding the dynamics of the marketplace model, such as platform governance, network effects, and monetization strategies, and in exploring techniques to develop successful marketplaces, such as user segmentation, community building, and platform scalability, to foster trust, stimulate transactions, and drive ecosystem growth in platform-based businesses or online marketplaces.
is a specialized brokerage business model focused on facilitating transactions related to buying, selling, or leasing real property. Real estate brokers act as intermediaries between property owners and prospective buyers or tenants, providing services such as property valuation, market analysis, negotiation, and transaction management. Real estate brokerage firms earn commissions or fees based on the value of transactions, typically calculated as a percentage of the property’s sale or lease price, and may specialize in residential, commercial, or investment properties.– When or in property transactions. – Particularly in understanding the role of real estate brokerage in property markets, such as market dynamics, legal regulations, and industry trends, and in exploring techniques to optimize real estate brokerage services, such as client acquisition, listing optimization, and transaction coordination, to maximize property value, minimize transaction risks, and achieve successful outcomes in real estate transactions or property investments.
is a type of brokerage business model focused on facilitating transactions or providing advisory services in financial markets, such as stocks, bonds, commodities, currencies, or derivatives. Financial brokers act as intermediaries between investors and financial markets, executing trades, managing investment portfolios, and offering financial advice or analysis. Financial brokerage firms may operate as full-service brokers, discount brokers, or online trading platforms, catering to different investor needs and preferences. Financial brokers generate revenue through transaction fees, asset management fees, or advisory fees, depending on the services offered and the client’s investment objectives.– When or from financial professionals. – Particularly in understanding the role of financial brokerage in investment management, such as portfolio diversification, risk mitigation, and wealth preservation, and in exploring techniques to optimize financial brokerage services, such as asset allocation, risk assessment, and investment strategy, to achieve financial goals, maximize returns, and minimize investment risks in securities trading or wealth management.
is a brokerage business model focused on facilitating insurance transactions between policyholders and insurance companies. Insurance brokers act as intermediaries, helping individuals, businesses, or organizations find suitable insurance coverage, compare policies, and negotiate terms and premiums with insurance providers. Insurance brokerage firms provide expertise in risk assessment, policy selection, and claims management, assisting clients in securing adequate insurance protection for their needs and circumstances. Insurance brokers earn commissions or fees from insurance companies based on the volume or value of insurance policies sold, representing the interests of policyholders in the insurance marketplace.– When or for personal or business risk management. – Particularly in understanding the role of insurance brokerage in insurance markets, such as underwriting processes, coverage options, and claims settlement, and in exploring techniques to optimize insurance brokerage services, such as risk analysis, coverage customization, and claims advocacy, to mitigate insurance risks, optimize coverage, and enhance financial resilience in insurance planning or risk management strategies.
The is a brokerage business model focused on facilitating travel-related transactions, such as booking flights, accommodations, transportation, or activities, for individuals or groups. Travel agencies act as intermediaries between travelers and travel suppliers, offering services such as itinerary planning, reservation management, and travel assistance. Travel agency business models may vary from traditional brick-and-mortar agencies to online travel agencies (OTAs) or hybrid models, catering to different customer segments and travel preferences. Travel agencies earn commissions, service fees, or markups from travel suppliers based on the volume or value of travel bookings, providing convenience, expertise, and personalized service to travelers.– When or for personal or business trips. – Particularly in understanding the role of travel agencies in the travel industry, such as supplier relationships, distribution channels, and customer experiences, and in exploring techniques to optimize travel agency services, such as destination expertise, package customization, and customer support, to enhance travel experiences, streamline booking processes, and maximize value for travelers in leisure travel, corporate travel, or group tours.
is a brokerage business model focused on facilitating transactions or trades in commodity markets, such as agricultural products, energy resources, metals, or financial instruments. Commodity brokers act as intermediaries between buyers and sellers of commodities, providing services such as market analysis, price hedging, and trade execution. Commodity brokerage firms may specialize in specific commodity categories or offer diversified brokerage services across multiple markets, catering to commodity producers, consumers, traders, and investors. Commodity brokers earn commissions or fees from clients based on the volume or value of commodity transactions, helping participants manage price risks, optimize supply chains, and access global commodity markets.– When or in agricultural, energy, or financial markets. – Particularly in understanding the role of commodity brokerage in commodity trading, such as market dynamics, price discovery, and contract negotiation, and in exploring techniques to optimize commodity brokerage services, such as risk management, market intelligence, and trading strategies, to capture value, mitigate risks, and achieve trading objectives in commodity markets or supply chain management.
An is a digital platform or application that enables individuals or institutions to trade securities, commodities, currencies, or other financial instruments online. Online brokerage platforms provide user-friendly interfaces, real-time market data, and self-service tools for executing trades, managing investment portfolios, and accessing financial markets from anywhere with internet connectivity. Online brokerage platforms may offer various features, such as commission-free trading, research tools, educational resources, and customer support, catering to different investor preferences and trading styles. Online brokerage platforms generate revenue through commission fees, account fees, margin interest, or premium services, attracting investors with competitive pricing, convenience, and accessibility.– When or through online platforms or mobile apps. – Particularly in understanding the features of online brokerage platforms, such as trading functionality, account types, and pricing models, and in exploring techniques to optimize online brokerage experiences, such as user interface design, mobile optimization, and security measures, to attract investors, enhance user engagement, and differentiate platform offerings in the competitive online brokerage industry or fintech ecosystem.
is a brokerage business model focused on facilitating freight transportation services between shippers and carriers. Freight brokers act as intermediaries, matching freight shipments with available transportation capacity, negotiating rates, and managing logistics for moving goods from origin to destination. Freight brokerage firms provide services such as freight booking, load optimization, carrier selection, and shipment tracking, offering efficiency, flexibility, and cost savings to shippers and carriers. Freight brokers earn commissions, service fees, or markups from shippers or carriers based on the volume or value of freight transactions, helping participants optimize supply chain operations, reduce transportation costs, and improve freight efficiency.– When or for shipping goods or cargo. – Particularly in understanding the role of freight brokerage in logistics management, such as freight matching, capacity optimization, and route planning, and in exploring techniques to optimize freight brokerage services, such as load consolidation, carrier vetting, and shipment visibility, to streamline supply chain operations, reduce shipping costs, and enhance freight efficiency in transportation management or logistics outsourcing.

What are the types of brokerage business models?

The main types of brokerage business models comprise:

What's an example of Classified-advertiser model?

A great example is Craigslist , which charges users for brokering sales of apartments, commercial real estate, cars, trucks, and furniture. Craigslist is a local posting website that enables people to post classifieds on the platform, primarily for free, except for some categories of ads and vehicle advertising on the website. Therefore, craigslist monetizes based on some premium categories of listings (like job postings or apartment rentals).

What's an example of Virtual mall model?

Examples of virtual mall models comprise marketplaces  such as  Amazon  and  eBay , with various goods in many categories, convenient pricing, and many offerings throughout the year. They replicate a real-world mall in the digital world.

Connected Business Model Types And Frameworks

What’s A Business Model


Business Model Innovation


Level of Digitalization


Digital Business Model


Tech Business Model


Platform Business Model


AI Business Model


Blockchain Business Model


Asymmetric Business Models


Attention Merchant Business Model


Open-Core Business Model


Cloud Business Models


Open Source Business Model


Freemium Business Model


Freeterprise Business Model


Marketplace Business Models


B2B vs B2C Business Model

B2B2C Business Model


D2C Business Model


C2C Business Model


Retail Business Model

Wholesale Business Model


Crowdsourcing Business Model


Franchising Business Model


Brokerage Business Model


Dropshipping Business Model


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  • Business Strategy
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  • Digital Business Models
  • Distribution Channels
  • Marketing Strategy
  • Platform Business Models
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Writing an Effective One-Page Business Plan: What You Need to Know (+ Free Template)

By Homebase Team

Person writing in a notebook

If you’ve started—or are starting—a small business, you’ve probably heard the words ‘business plan’ thrown around. That’s because a business plan is an important document with important information! Even a one-page business plan can help you address key questions early in the planning process.

That’s right—we said  one page. In many cases, there’s no need for a supermassive document that takes ages to create. In this article, we walk you through what a good business plan needs—and what a business plan one-pager should contain. 

Whether you’re writing your business plan for the first time or giving your existing plan a refresh, we’ve got your back. We’ve even got a free, downloadable business plan template to help you get started. Let’s get into it!

Why do you need a business plan?

A business plan is a blueprint for your business. It outlines everything your business needs, from goals to market to the steps you need to implement.

Business plans serve two main purposes:

  • To help you set your business up for success. As you put together your business plan, you’ll be forced to think strategically about all your business goals and activities . Are they realistic? Is something likely to go wrong? What haven’t you thought of? The goal is for you to walk away feeling confident in the future of your business.
  • To communicate the value of your business to others. It’s rare that entrepreneurs like yourself will go it 100% alone. You’ll likely work with partners, investors, or vendors to bring your small business to life. A business plan gives your collaborators confidence in you and your business and helps them support you in the best way possible.

Taking the time to create a business plan can feel like you’re wasting all-too-precious time, but it can help keep you focused and increase efficiency down the road. It’ll also help you make better business decisions off the bat so you can grow your small business quickly and wisely. 

What are the 7 main points in a business plan?

Every business plan is unique, which is part of the reason writing one can feel a tad overwhelming. You can’t just copy and paste the plan from another business—instead, you need to assess your business’s idea within its niche.

Luckily, the skeleton of every plan is usually very similar. Whether you’re creating a plan for a neighborhood daycare or that cool new bar down the street , here are a few main points to put into any comprehensive business plan.

1. Executive summary

Your executive summary is an overview of your business plan. 

Think about this section like a TL;DR or too long, don’t read . If someone wants to understand the gist of your business plan in just a few minutes, what information would they need to know?

If you find yourself just sharing your executive summary with your business’s interested parties, it may be that your business plan is too long! Consider a one-page business plan as your business’s elevator pitch, or a longer executive summary.

2. Company overview and description

In this section, you should introduce your business to the reader. By the time they finish reading this section, they should have a good idea of who you are, what you do, and what you sell—in other words, your business’s niche.

Don’t be afraid to dive into your own background and why you decided to start this business. Building a small business is personal, and your story can go a long way in giving the reader some context.

3. Market and competitive analysis

Every business needs customers. Here’s where you’ll detail who they are and the potential target market of your business, including your ideal customer.

You’ll also want to take note of potential competitors that may impact your business. These might be direct competitors, but could also be similar businesses that may compete for your customers’ time and money. For example, if you’re opening a cycling studio, you might consider any other type of fitness studio to be a competitor.

Competition isn’t a bad thing, but being aware of your competition is one way to ensure your business stands out from the crowd. 

4. Business offerings

Here’s where you’ll outline what products or services your business will offer in more detail. It doesn’t have to be a complete laundry list, but it should give readers a general idea and show a certain degree of forethought and attention to details.

For example, if you’re opening a bakery , this might be a sample of your menu. Or if you’re an HVAC repair company , you might share an overview of the services you’ll offer your customers. This section might even mention the products or services you won’t offer and why, especially if it helps clarify how your business is unique.

5. Management and operational plan

From managing employees and inventory to securing equipment and a lease, there’s a lot that happens behind the scenes to keep things running smoothly. Every business plan should touch on how you’ll manage the day-to-day of your business.

This is also a great place to indicate key milestones and timelines so you know that you’re on track for a successful grand opening. 

6. Sales, marketing, and PR strategy

Now that you’ve got all the research and operational plans in place , it’s time to start attracting customers and securing those sales. Even with the best products or services in town, every business can use a little marketing boost. Feel free to get creative. From social media to paid ads, there are tons of ways you can spread the word about your budding business . 

7. Financial forecast and budget

No one loves to crunch financials, but when it comes to business, money talks. And a strong financial plan is key to the long-term success of your business.

This final section of your business plan should estimate the costs, revenue, and profits of your business in the short and long term. How do you plan to finance your business? What costs will you incur before opening day ? What are the ongoing costs?

Not only will this give your vendors and investors confidence in your business, but it helps you make sure that your business is profitable in the long run.

What is a one-page business plan?

A one-page business plan is essentially a condensed version of a full business plan.  

It covers all the core information about your business without overwhelming the reader with details. The goal is to summarize your business plan for yourself and potential stakeholders so they can understand your business at a glance.

Depending on your business needs, this concise document may even be all you need to get your business off the ground. Or it could serve as a stepping stone to a more robust plan in the future. 

Top benefits of a one-page business plan.

Bigger isn’t always better—and one-page business plans are here to prove it.

Here are some benefits and reasons why you might opt for a one-page business plan:

  • To kickstart your business planning: A full business plan can be incredibly daunting. A one-page business plan gives you a place to start without feeling overwhelmed with the nitty gritty. 
  • To share and distribute: Sometimes potential vendors, partners, or investors want to get more information about your business before they sign on officially. Instead of leaving them with a massive document, a one-page business plan helps you share the relevant need-to-know information easily.
  • To focus on the key details: If you’re early on in the business ideation process and want to make sure you have all the important information, a one-page business plan can help you easily validate your business plan.
  • To save time: In the long term, you may still expect to put together a full business plan at some point. However, if you’re in a time crunch, a one-page plan can help you get the important insights without the time commitment.
  • To easily edit: In an ever-changing business environment, a one-page business plan is much easier to keep updated. 

Key details to include in a one-page business plan.

Above, we outlined the key components of any business plan. The key with a one-pager is to keep it brief without losing any of those important details. 

Let’s look at the sections of a business plan one-pager and dig into how you can adapt them to cover all the details of your business—all on one page. 

Summary and overview

Start your one-page plan by sharing the name of your business, what you do, and your main value proposition.

The problem—and your solution

In a few sentences, share the problem that your business solves and how you solve it. This clarifies why your business should exist, so it’s an important section!

Depending on your business, you may also want to share a few of your team members to help readers put a face to your business. Great examples include the executive chef for a restaurant, or the lead veterinarian for your vet clinic.

Target market

Briefly describe who you expect to be a customer and their characteristics. This could be in the form of a short “ideal customer” profile.

Competitor overview

Here, you’ll touch on potential competitors and what makes your business stand out.

Business timeline

Share the key milestones for your business. For example, pitch when you’ll start marketing your business, when you’ll hire employees , and when you expect to open.

Sales and marketing plan

Here, you’ll quickly highlight the key marketing activities that you’ll use to drive new customers to your business. Try to stick to the most interesting or high-value stuff, like a website or social media .

Financial projections

Outline your expected revenue , expenses, and profits to give the reader an idea of your financial future.

Our tips for creating a one-page business plan.

If you’ve ever written something with a limited word count, you know that sometimes keeping things concise can be easier said than done.

As you get writing your one-page business plan, here are some of our top tips so you can make the most of that one page.

  • Focus on the need-to-know information.
  • Avoid fluff and keep your sentences short.
  • Link out to additional resources and material if more information is necessary.
  • Don’t be afraid to strategically incorporate visuals to emphasize the important points.
  • Feel free to up sections or have different versions of your one-page business plan based on who’s reading it. 
  • Get creative with formatting to keep information organized.

One-page business plan example.

If you’re skeptical that all that information can fit on one page—we have proof!  Here’s an example that you can use to start thinking about your business plan.

Example of business plan

Download our free one-page business plan template.

A one-page business plan is one of the most important pages you’ll write for your business. While there’s a lot to think about, it’s worth the effort to give both you and your partners peace of mind.

The good news is that we’ve done the heavy lifting for you! If the above one-pager looks good to you, we’ve pulled it together as a download for you. All that’s left for you to customize it for your unique business, fill in the sections, and get ready to launch your business.

Download your one-page business plan template PDF

As you think about starting your business, think about how you’re going to keep track of your team! Get your business on track with one app to manage everything from employee scheduling to team communication.

Get your team in sync with our easy-to-use, all-in-one employee app.

One-page business plan FAQs

Why should you create a business plan.

There are several reasons you should create a business plan, such as:

  • Improving your decision-making as you start and grow your business.
  • Setting realistic goals and timelines.
  • Attracting top-notch suppliers, investors, and even employees.
  • Keeping your business profitable and your financials in order.

What types of companies need a business plan?

From brand-new small businesses to established corporations, companies of all shapes and sizes need a business plan. It’s a key part of setting your business up for success and improving your business trajectory.

Even if you already have a business plan in place, revisiting it from time to time can help you stay on track with your goals and adapt as your business changes.

Can a business plan be one page?

Yes, in many cases a business page can be one page. The trick to creating an effective one-page business plan is making sure that you’re covering the most important pieces of information. 

Our top tips? Keep it as concise and organized as possible, so you can effectively communicate the value of your business to your audience.

Writing a one-page business plan is simple. You can create a business plan from scratch or use a free template like the one above to stay on track, but generally, the steps to writing a one-page business plan include:

  • Start with a short executive summary and value proposition to introduce your business.
  • Share the problem your business solves and your solution.
  • Give an outline of top competitors and how your business compares.
  • Create a timeline of key milestones.
  • Outline your sales and marketing plan for attracting customers.
  • Summarize your financial projections and funding plans.

Remember:  This is not legal advice. If you have questions about your particular situation, please consult a lawyer, CPA, or other appropriate professional advisor or agency.

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Customs Brokerage Business Plan Template & Guidebook

How to write a customs brokerage business plan in 7 steps:, 1. describe the purpose of your customs brokerage business..

It also helps to include a vision statement so that readers can understand what type of company you want to build.

2. Products & Services Offered by Your Customs Brokerage Business.

When you think about the products and services that you offer, it's helpful to ask yourself the following questions:

3. Build a Creative Marketing Stratgey.

If you don't have a marketing plan for your customs brokerage business, it's time to write one. Your marketing plan should be part of your business plan and be a roadmap to your goals. 

Target market

Customer base , product or service description, competitive analysis, marketing channels, form an llc in your state, 4. write your operational plan., what equipment, supplies, or permits are needed to run a customs brokerage business.

To run a customs brokerage business, you will need a team of trained and certified customs brokers, as well as a network of contacts and connections in the customs and import/export industry. You will also need a computer and other office equipment for managing your business and communicating with clients. In addition to these items, you may also need the following equipment and supplies:

5. Management & Organization of Your Customs Brokerage Business.

The second part of your customs brokerage business plan is to develop a management and organization section.

6. Customs Brokerage Business Startup Expenses & Captial Needed.

Startup costs are typically the first expenses you will incur when beginning an enterprise. These include legal fees, accounting expenses, and other costs associated with getting your business off the ground. The amount of money needed to start a customs brokerage business varies based on many different variables, but below are a few different types of startup costs for a customs brokerage business.

You should include any costs associated with marketing and sales, such as advertising and promotions, website design or maintenance. Also, consider any additional expenses that may be incurred if you decide to launch a new product or service line. For example, if your customs brokerage business has an existing website that needs an upgrade in order to sell more products or services, then this should be listed here.

7. Financial Plan & Projections

Here are some steps you can follow to devise a financial plan for your customs brokerage business plan:

Frequently Asked Questions About Customs Brokerage Business Plans:

Why do you need a business plan for a customs brokerage business, how to write a business plan for your customs brokerage business).

To build a business plan for your customs brokerage business, start by researching your industry, competitors, and target market. Use this information to define your business's goals and objectives, as well as the strategies and tactics that you will use to achieve those goals. Next, create a financial plan that outlines your projected income, expenses, and profit. This should include a projected income statement, cash flow statement, and balance sheet. Once you have all of this information, you can use it to create a comprehensive business plan that outlines the goals and objectives of your business, as well as the strategies and tactics that you will use to achieve those goals. A well-written customs brokerage business plan contains the following sections: Purpose, Products & Services, Marketing Plan (including Marketing Strategy), Operations/Management Plan (including Operations/Management Strategy), Financial Plan (including Financial Forecasts), and Appendixes.

Can you write a customs brokerage business plan yourself?

Related business plans, home inventory business plan template & guidebook, home inspection business plan template & guidebook, home decor business plan template & guidebook, health and wellness business plan template & guidebook, hauling business plan template & guidebook, hardware business plan template & guidebook, handyman business plan template & guidebook, hair extension business plan template & guidebook, handbag business plan template & guidebook.

I'm Nick, co-founder of, dedicated to helping aspiring entrepreneurs succeed. As a small business owner with over five years of experience, I have garnered valuable knowledge and insights across a diverse range of industries. My passion for entrepreneurship drives me to share my expertise with aspiring entrepreneurs, empowering them to turn their business dreams into reality.

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550+ Free Sample Business Plans

550+ Business Plan Examples to Launch Your Business

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Example business plan format

Before you start exploring our library of business plan examples, it's worth taking the time to understand the traditional business plan format . You'll find that the business plan samples in this library and most investor-approved business plans will include the following sections:

Executive summary

The executive summary is an overview of your business and your plans. It comes first in your business plan and is ideally only one to two pages. You should also plan to write this section last after you've written your full business plan.

Your executive summary should include a summary of the problem you are solving, a description of your product or service, an overview of your target market, a brief description of your team, a summary of your financials, and your funding requirements (if you are raising money).

Products & services

The products & services chapter of your business plan is where the real meat of your plan lives. It includes information about the problem that you're solving, your solution, and any traction that proves that it truly meets the need you identified.

This is your chance to explain why you're in business and that people care about what you offer. It needs to go beyond a simple product or service description and get to the heart of why your business works and benefits your customers.

Market analysis

Conducting a market analysis ensures that you fully understand the market that you're entering and who you'll be selling to. This section is where you will showcase all of the information about your potential customers. You'll cover your target market as well as information about the growth of your market and your industry. Focus on outlining why the market you're entering is viable and creating a realistic persona for your ideal customer base.


Part of defining your opportunity is determining what your competitive advantage may be. To do this effectively you need to get to know your competitors just as well as your target customers. Every business will have competition, if you don't then you're either in a very young industry or there's a good reason no one is pursuing this specific venture.

To succeed, you want to be sure you know who your competitors are, how they operate, necessary financial benchmarks, and how your business will be positioned. Start by identifying who your competitors are or will be during your market research. Then leverage competitive analysis tools like the competitive matrix and positioning map to solidify where your business stands in relation to the competition.

Marketing & sales

The marketing and sales plan section of your business plan details how you plan to reach your target market segments. You'll address how you plan on selling to those target markets, what your pricing plan is, and what types of activities and partnerships you need to make your business a success.

The operations section in our business plan examples covers the day-to-day workflows for your business to deliver your product or service. What's included here fully depends on the type of business. Typically you can expect to add details on your business location, sourcing and fulfillment, use of technology, and any partnerships or agreements that are in place.

Milestones & metrics

The milestones section is where you lay out strategic milestones to reach your business goals.

A good milestone clearly lays out the parameters of the task at hand and sets expectations for its execution. You'll want to include a description of the task, a proposed due date, who is responsible, and eventually a budget that's attached. You don't need extensive project planning in this section, just key milestones that you want to hit and when you plan to hit them.

You should also discuss key metrics, which are the numbers you will track to determine your success. Some common data points worth tracking include conversion rates, customer acquisition costs, profit, etc.

Company & team

Use this section of your business plan to describe your current team and who you need to hire. If you intend to pursue funding, you'll need to highlight the relevant experience of your team members. Basically, this is where you prove that this is the right team to successfully start and grow the business. You will also need to provide a quick overview of your legal structure and history if you're already up and running.

Financial projections

Your financial plan should include a sales and revenue forecast, profit and loss statement, cash flow statement, and a balance sheet. You may not have established financials of any kind at this stage. Not to worry, rather than getting all of the details ironed out, focus on making projections and strategic forecasts for your business. You can always update your financial statements as you begin operations and start bringing in actual accounting data.

Now, if you intend to pitch to investors or submit a loan application, you'll also need a "use of funds" report in this business plan section. This outlines how you intend to leverage any funding for your business and how much you're looking to acquire. Like the rest of your financials, this can always be updated later on.

The appendix isn't a required element of your business plan. However, it is a useful place to add any charts, tables, definitions, legal notes, or other critical information that supports your business plan. These are often lengthier or out-of-place information that simply didn't work naturally into the structure of your plan. You'll notice that in these business plan examples, the appendix mainly includes extended financial statements.

Types of business plans explained

While all business plans cover similar categories, the style and function fully depend on how you intend to use your plan. To get the most out of your business plan, it's best to find a format that suits your needs. Here are a few common business plan types worth considering.

Traditional business plan

The tried-and-true traditional business plan is a formal document meant to be used for external purposes. Typically this is the type of plan you'll need when applying for funding or pitching to investors. It can also be used when training or hiring employees, working with vendors, or in any other situation where the full details of your business must be understood by another individual.

Business model canvas

The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea.

The structure ditches a linear format in favor of a cell-based template. It encourages you to build connections between every element of your business. It's faster to write out and update, and much easier for you, your team, and anyone else to visualize your business operations.

One-page business plan

The true middle ground between the business model canvas and a traditional business plan is the one-page business plan . This format is a simplified version of the traditional plan that focuses on the core aspects of your business.

By starting with a one-page plan , you give yourself a minimal document to build from. You'll typically stick with bullet points and single sentences making it much easier to elaborate or expand sections into a longer-form business plan.

Growth planning

Growth planning is more than a specific type of business plan. It's a methodology. It takes the simplicity and styling of the one-page business plan and turns it into a process for you to continuously plan, forecast, review, and refine based on your performance.

It holds all of the benefits of the single-page plan, including the potential to complete it in as little as 27 minutes . However, it's even easier to convert into a more detailed business plan thanks to how heavily it's tied to your financials. The overall goal of growth planning isn't to just produce documents that you use once and shelve. Instead, the growth planning process helps you build a healthier company that thrives in times of growth and remains stable through times of crisis.

It's faster, keeps your plan concise, and ensures that your business plan is always up-to-date.

Download a free sample business plan template

Ready to start writing your own business plan but aren't sure where to start? Download our free business plan template that's been updated for 2024.

This simple, modern, investor-approved business plan sample is designed to make planning easy. It's a proven format that has helped over 1 million businesses write business plans for bank loans, funding pitches, business expansion, and even business sales. It includes additional instructions for how to write each section and is formatted to be SBA-lender approved. All you need to do is fill in the blanks.

How to use an example business plan to help you write your own

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How do you know what elements need to be included in your business plan, especially if you've never written one before? Looking at business plan examples can help you visualize what a full, traditional plan looks like, so you know what you're aiming for before you get started. Here's how to get the most out of a business plan sample.

Choose a business plan example from a similar type of company

You don't need to find an example of a business plan that's an exact fit for your business. Your business location, target market, and even your particular product or service may not match up exactly with the business plans in our gallery. But, you don't need an exact match for it to be helpful. Instead, look for a business plan sample that's related to the type of business you're starting.

For example, if you want to start a vegetarian restaurant, a plan for a steakhouse can be a great match. While the specifics of your actual startup will differ, the elements you'd want to include in your restaurant's business plan are likely to be very similar.

Use a business plan example as a guide

Every startup and small business is unique, so you'll want to avoid copying an example of a business plan word for word. It just won't be as helpful, since each business is unique. You want your business plan to be a useful tool for starting a business —and getting funding if you need it.

One of the key benefits of writing a business plan is simply going through the process. When you sit down to write, you'll naturally think through important pieces, like your startup costs, your target market , and any market analysis or research you'll need to do to be successful.

You'll also look at where you stand among your competition (and everyone has competition), and lay out your goals and the milestones you'll need to meet. Looking at an example of a business plan's financials section can be helpful because you can see what should be included, but take them with a grain of salt. Don't assume that financial projections for a sample company will fit your own small business.

If you're looking for more resources to help you get started, our business planning guide is a good place to start. You can also download our free business plan template .

Think of business planning as a process, instead of a document

Think about business planning as something you do often , rather than a document you create once and never look at again. If you take the time to write a plan that really fits your own company, it will be a better, more useful tool to grow your business. It should also make it easier to share your vision and strategy so everyone on your team is on the same page.

Adjust your business plan regularly to use it as a business management tool

Keep in mind that businesses that use their business plan as a management tool to help run their business grow 30 percent faster than those businesses that don't. For that to be true for your company, you'll think of a part of your business planning process as tracking your actual results against your financial forecast on a regular basis.

If things are going well, your business plan will help you think about how you can re-invest in your business. If you find that you're not meeting goals, you might need to adjust your budgets or your sales forecast. Either way, tracking your progress compared to your plan can help you adjust quickly when you identify challenges and opportunities—it's one of the most powerful things you can do to grow your business.

Prepare to pitch your business

If you're planning to pitch your business to investors or seek out any funding, you'll need a pitch deck to accompany your business plan. A pitch deck is designed to inform people about your business. You want your pitch deck to be short and easy to follow, so it's best to keep your presentation under 20 slides.

Your pitch deck and pitch presentation are likely some of the first things that an investor will see to learn more about your company. So, you need to be informative and pique their interest. Luckily we have a round-up of real-world pitch deck examples used by successful startups that you can review and reference as you build your pitch.

For more resources, check out our full Business Pitch Guide .

Ready to get started?

Now that you know how to use an example of a business plan to help you write a plan for your business, it's time to find the right one.

Use the search bar below to get started and find the right business plan example for your business idea.

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  1. Real Estate Brokerage Business Plan Example

    Explore a real-world real estate brokerage business plan example and download a free template with this information to start writing your own business plan. ... Broker Sales - 100% To Company: $10,837 : $40,500 : $40,500 : Photo Service - 100% To Company: $440 : $440 : $440 : Referrals - 25% Agent/25% Company: $330 : $400 :

  2. Brokerage Business Plans

    Real Estate Brokerage Business Plan. RJ Wagner and Associates is a real estate brokerage company. Before you start writing a business plan, take a look at a few sample business plans for real estate related businesses to get guidance and inspiration. Explore our library of Brokerage Business Plan Templates and find inspiration for your own ...

  3. Mortgage Broker Business Plan Template & Guide [Updated 2024]

    Mortgage Broker Business Plan Template. Over the past 20+ years, we have helped thousands of mortgage brokers start and grow their businesses. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a mortgage brokerage company business plan step-by-step so ...

  4. Mortgage Broker Business Plan Template (2024)

    PlanBuildr's Mortgage Broker business plan template will help you to quickly and easily complete your Mortgage Broker business plan. ... located in Tucson, Arizona, is a new mortgage brokerage specializing in residential mortgages. The company will operate in a professional setting, conveniently located next to several banks in the center of ...

  5. Mortgage Broker Business Plan Example

    Explore a real-world mortgage broker business plan example and download a free template with this information to start writing your own business plan. ... 2.1 Company Ownership. The owners and brokers of Claremont Funding are Joan Billings and Maureen Shoe. 2.2 Start-up Summary.

  6. Real Estate Agent Business Plan

    A real estate business plan allows you to stay current with market trends and ahead of the competition. It also helps you track results over time, test lead generation strategies and develop new marketing approaches. Zillow's Bret Calltharp, a former training leader for a large brokerage group, saw his agents' business increase by an ...

  7. How to Write a Real Estate Business Plan (+ Free Template)

    This multipage business plan contains eye-catching graphics and detailed company financial information for real estate agents and brokers seeking funding from outside investors. One of the last sections of the business plan is a financial planning section geared toward showing how viable your business is through your provided income statements ...

  8. 8-step Guide to Starting a Real Estate Brokerage

    Developing a real estate business plan for your new brokerage is a crucial step to starting a real estate brokerage. This business plan will help you identify your goals, predict any challenges that may occur, and determine where the business opportunities are. ... These statements outline your company's purpose, values, and long-term goals.

  9. Inside Look: Brokerage Firm Business Plan Essentials

    A Brokerage Firm Business Plan must pinpoint target markets and detail robust revenue strategies. Essential components include market analysis, regulatory compliance outlines, and a clear operational model. Crafting a standout Business Plan for a brokerage firm is a strategic process that requires an intricate understanding of the financial ...

  10. Mortgage Brokerage Firm Business Plan Sample (Free)

    A free example of business plan for a mortgage brokerage firm. Here, we will provide a concise and illustrative example of a business plan for a specific project. This example aims to provide an overview of the essential components of a business plan. It is important to note that this version is only a summary.

  11. 6 Steps to Starting a Real Estate Brokerage

    Use these tips to help make your real estate brokerage business a reality. 1. Draft a business plan for your real estate brokerage. A well-thought business plan can guide you through the launch process and ensure that every aspect of your real estate firm is budgeted for. Your business plan can be as extensive or simple as you feel is needed ...

  12. Mortgage Broker Business Plan Template (2024)

    Here are the key steps to consider when writing a business plan: 1. Executive Summary. An executive summary is the first section planned to offer an overview of the entire business plan. However, it is written after the entire business plan is ready and summarizes each section of your plan.

  13. The Roadmap to Prosperity: Developing Your Brokerage Business Plan

    To ensure the success of your brokerage business, it is essential to develop a comprehensive real estate business plan. This plan will serve as a roadmap to guide your business towards its goals and objectives. Two key components of a real estate business plan are the SWOT analysis and setting specific goals.

  14. One Page Financial Advisor Business Plan Template

    Creating a business plan gives you a blueprint to follow as you grow your advisory practice. You may need to tweak your plan as time goes by and your business evolves. For simplicity's sake, you might opt for a one-page business plan that you can easily adjust. An example template can make it easier to develop a business plan for your ...

  15. How to Write a Business Plan: Step-by-Step Guide

    Every business plan needs a company description—aka a summary of the company's purpose, what they do/offer, and what makes it unique. Company descriptions should be clear and concise, avoiding the use of jargon, Cobello says. Ideally, descriptions should be a few paragraphs at most. 4. Explain and show how the company will make money

  16. Real Estate Broker Business Plan Example

    The start-up costs are to be financed by direct owner investment. The assumptions are shown in the following table and chart. Lease office space averages $1.10-1.60 per square foot to equal an approximate of $1,500 per month, plus utilities, for efficient leased office space.

  17. Brokerage Business Plan

    Brokerage Business Plan - Free download as Word Doc (.doc / .docx), PDF File (.pdf), Text File (.txt) or read online for free. This business plan is for a broker dealer seeking $100,000 in financing. It will provide brokering of stocks and financial instruments as well as financial advice. The broker dealer's main revenue will come from fees on trades and advisory fees based on assets under ...

  18. The Brokerage Business Model In A Nutshell

    Aspect Explanation; Brokerage Business Model: A Brokerage Business Model is a type of business model where a company or individual acts as an intermediary or broker between buyers and sellers of goods, services, or assets. Brokers facilitate transactions and earn a fee, commission, or spread for their services. This model is prevalent in various industries, including real estate, finance, e ...

  19. Writing an Effective One-Page Business Plan: What You Need ...

    2. Company overview and description. In this section, you should introduce your business to the reader. By the time they finish reading this section, they should have a good idea of who you are, what you do, and what you sell—in other words, your business's niche.

  20. Customs Brokerage Business Plan Template & Guidebook

    Learn how to write a business plan for your customs brokerage business in just 7 steps. Also, download your business plan guides & templates needed. Start. ... newfounderz is a modern day business media company that helps entrepreneurs build successful businesses across the globe. 867 Boylston St 5th floor, Boston, MA 02116. Start.

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    Compare the best companies in Auto chemistry category. Buy complete list of 5.083 Auto chemistry in 繝サ邉ク繩、. Price $0.20 per leads, including contact person and email.

  22. Heat-ex

    Heat-ex is located in Elektrostal. Heat-ex is working in General contractors, Heating installation and repair activities. You can contact the company at 8 (495) 505-21-45. You can find more information about Heat-ex at

  23. Joint venture Flagler Mas AJP plans four MedSquare Florida projects

    The South Florida locations slated to start construction later this year are 3500 S.W. 107th Ave. in the Westchester area in Miami-Dade County and 10301 Hagen Ranch Road near Boynton Beach.

  24. Freight Brokerage Business Plan Example

    Silicon Freight Brokers (SFB) is a specialized freight broker service located in Hood River, OR. The company has been set up as an Oregon C Corporation by the owner, Steve Tookarefol. SFB's objective is to become the premier silicon chip freight broker, increasing their client base by 20% a year. Freight Brokers and Silicon Chips.

  25. State Housing Inspectorate of the Moscow Region

    State Housing Inspectorate of the Moscow Region is located in Elektrostal. State Housing Inspectorate of the Moscow Region is working in Public administration activities. You can contact the company at 8 (496) 575-02-20. You can find more information about State Housing Inspectorate of the Moscow Region at

  26. 550+ Sample Business Plan Examples to Inspire Your Own

    The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea. The structure ditches a linear format in favor of a cell-based template.

  27. Black Raptor Pro

    Black Raptor Pro is located in Elektrostal. Black Raptor Pro is working in Construction of buildings, Shopping other, Manufacture of minerals and metals activities. You can contact the company at 8 (915) 269-29-39. You can find more information about Black Raptor Pro at