Mortgage broker Success Finance

Project description

Success Finance Company has been on the market since 2015. Today, the Company is engaged in credit and mortgage brokerage, additionally developing a franchise network. At the moment we are represented in 7 cities and have 12 offices.

At the end of 2019, we started the HR SF Test project — testing personnel for our team + to the foreign market. This project will allow testing personnel to identify effective personnel.

Since 2018, we have been implementing our CRM platform. And now, we rent a CRM. This CRM is specialized for credit brokers and we will also sell to the foreign market and for our franchisors.

In the initial stage, the project is for the company's agents as well as to the external and internal market.

In addition, we plan to create an online school for credit brokers.

All 4 online projects are necessary for the development of the market of credit and mortgage brokers, which will allow you to be the first not only in Russia but also in other developing countries.

There are a lot of competitors, a lot of them, but we take them by their activity and service.

Payback period of 4-5 years, of potential customers around half a million, an average check from RUB 5 to 30 thousands, the cost of up to 35% of the sales amount + income from Agency payments from insurance companies, creditors + sale of documents of the unified state register of legal entities, etc. + real estate valuation.

Investment funds will allow you to quickly implement online projects and increase the company's capitalization! It is described in more detail in the Investment plan in the investment.

For the investor, income from monthly payments from the entire project + income from the growth of business capitalization and resale of shares

Aims of this round of investment attraction:

1. Project development: HR SF test personnel testing system + customer accounting and business control system CRM SF + online broker School SF + agent platform for active customer attraction Agent SF
2. Business diversification and revenue growth (5 times)
3. Prepare the Foundation for effective scaling of the business
4. Subsequent transformation into an online Bank with a subsequent IPO