Business Development

Supporting You All The Way

Once your initial training is completed and your business operational we provide you a dedicated Business Development Manager and the support of our Case Management team. Valuable and experienced resources available to you to discuss and provide support on all new business opportunities and to provide advice and guidance on the qualification and underwriting of your cases and how the opportunity can be quickly submitted for approval.

Your Business Development Manager will provide ongoing product training and business updates as necessary and will help plan and deliver a Professional Business Marketing and Lead Generation campaign as detailed below.

Marketing and Business Lead Generation

The Brokerplan business proposition includes a comprehensive range of lead generation and marketing resources. These support services are available to all Partners to ensure that a pipeline of business opportunities are generated quickly and efficiently once you have completed training and your business is launched.

Your brokerplan-business-trainingown Marketing and Business Development Plan will includes the following as standard:

  • Customised Business Branding design
  • Professional Business Web Site including Hosting
  • Web Domain, E-Mail Accounts
  • Comprehensive suite of Business Documentation and Enquiry Forms
  • Set up and advice on the operation of your E-Mail Marketing Platform
  • Professional production of regular E-Newsletters*
  • Customised Business Brochure designs
  • Marketing Banners for Business and Trade Shows
  • Business Cards and Business Stationery Design
  • Direct Mail Shots *
  • Professional Social Media Support*
  • Comprehensive Business Administration Module

* Additional third party charges may apply.

Brokerplan Business Owner Package – Shared Opportunity Support

In the early stages of the development of your new business as a Brokerplan Business Owner, and in addition to normal business support provided, we offer you the option of a Shared Opportunity Support service (SOS). The business case you are dealing with may be complex, outside of your comfort level and you may feel you require guidance to underwrite the opportunity and see the case through to full completion. In such situations our experienced underwriting team will fully mange the case on your behalf allowing you to learn and benefit from their experience in each step of the process.

In should be stressed that in all SOS cases you retain ownership of the client relationship throughout the entire process but have the added benefit of the Brokerplan team working and supporting you as your Specialist Partner. In all SOS cases the net fee income generated from the case ( commission and client fees ) is split between the Business Owner and Brokerplan on an agreed 50:50 basis.

Executive Business Support and Mentorship

As a standard deliverable all Brokerplan Packages provide Business Development support and professional Mentorship to the Network Partner for the life of the business relationship. For Brokerplan Business Owners the support includes a secondary period of 2 full days of dedicated business support which is generally delivered within 4 – 6 weeks of completion of initial business training and launch. This will help to ensure that your business gains the necessary momentum right from the start and will greatly assist in dealing with the normal issues encountered on business start up.

Mentorship will be provided by an experienced member of our management team who will give guidance on all aspects of establishing and building your business. Particular emphasis will be focused on new Business Development, Opportunity Management, Case Underwriting and building strong strategic relationships with Lender Partners.

To understand more about the Brokerplan Business Support Package and how this can provide you with a competitive advantage then please get in touch with our Business Development Team as below or submit an enquiry form and we will be in touch.

Contact :   John Kent :  01757 600519 / 07540 013165


Complete on-line enquiry form