Business Training

Business Training and Launch Workshop

Fundamental to each of the Brokerplan Network Packages is a comprehensive Training and Business Launch Package designed to ensure your business is established , functioning and generating new business opportunities as quickly as possible.

The Brokerplan Partner initial Business Training is delivered over 2 or 4 days ( dependent on chosen package ) and will cover in detail the following core subjects:

  • FCA Regulatory and Compliance requirements when working as a Commercial Finance Brokerbrokerplan-business-training
  • Business Set Up, Preliminaries and Pre- Launch Procedures
  • Business Administration Essentials
  • Training on all the Core Commercial Products you will be offering clients.
  • Marketing ,Web Site and Brand Development
  • The Consultancy Approach – Ensuring Income on all Business Cases
  • Lead Generation and Business Development Essentials
  • Lender Partner Directory − How and Where we Secure Funds
  • Fundamentals of Successful Case Underwriting
  • Business Support and Efficient Case Management
  • Developing Ancillary / Additional Revenue Streams
  • Business Launch − Making It Happen
  • Business Planning, Forecasting and Budgeting
  • Daily  Business Support Process

Comprehensive Business Administration Package 

A comprehensive business administration package contains all business forms, fact find documents, invoice templates, marketing letters etc. plus access to our comprehensive Lender Partner Directory containing over 250 sources of Business Finance for your clients – In fact everything you might need to establish your business and generate opportunties from day 1.

Commercial Finance Web Site,

We provide all Brokerplan Network Partners with a Professionally produced, fully configured and customised Commercial Finance web site with all Content, Enquiry Forms, Lead Capture and RSS news feeds in-built. For Partners on the Business Owner, Business Partner and Accountant Plus packages the Web Site is fully customised to your Business branding and trading style and comes with Domain name and Web Site Hosting included under the modest business support fee.

Partner Support Portal , Case Management and CRM Software

All Brokerplan Network Partners are provided with access to our cloud based Partner Support Portal which houses a comprehensive range of business support resources, Key Lender information and document management facilities. In addition we provide access to our central ‘ Commercial Keeper ‘ Case Management software, a proprietary system which simplifies the case tracking processes and storage of case documents in a wholly compliant manner.

Quarterly Product Training Seminars

In addition to the Initial Business Training workshop we also deliver Product and Service Training for our Partners on a quarterly basis. These are open to all Network Partners, are CPD accredited and involve Seminars and Presentations from a broad cross section of our Key Partner Lenders.

Brokerplan Business Training Dates and Venues

Brokerplan Partner Initial Business Training Workshops are held on a regular basis at our in-house Training facility at Selby, North Yorkshire. All delegate costs, materials and refreshments are covered in the Business fee paid including accommodation on a B+B basis at a good quality local Hotel.

For information on the next scheduled training dates please call the Brokerplan Business Development Team on 0845 519 3671 / 01757 600519 or complete the enquiry form below.

 Complete on-line enquiry form