2024 Network Conference

News – 26/09/2024 2024 Network Conference ⭐ Click on photos to enlarge ⭐ Registration Welcome, Speakers + Q&A Expo Evening Meal & Entertainment

Shortlisted – Commercial Broker Network of the Year 2024

News – 23/07/2024 Shortlisted – Commercial Broker Network of the Year 2024 White Rose Finance/Brokerplan are delighted to have been shortlisted in the NACFB’s Commercial Broker Awards, in the category ‘Commercial Broker Network of the Year 2024’

Commercial Investment in Kent

Commercial Investment in Kent Brokerplan Partner: Özgen Halil of Acumen Finance Chosen Lender: Together Loan amount: £79,000 Loan type: Commercial Investment The client required funds quickly to remortgage a bridging loan on a tenanted commercial property in Kent. As this was a remortgage, no solicitor was required to be instructed. The case was protracted by the tenant not being available for the valuation with the surveyor not being able to access the property, so an additional charge was incurred. It was then made more difficult by a pending lease registered with the Land Registry that the client was unaware of, which had to be expedited. The bridging funder was keen to start repossession proceedings and due to the unforeseen delays Ozgen kept them in the loop by negotiating a short-term extension between the funder and the Borrower to allow enough time to complete. Want to Start Funding Deals Like These? The Brokerplan Academy is a compelling opportunity for professionals looking to generate significant income from the Financial Services Industry. Established in 2004, our experienced team bring decades of collective experience from across the sector, we provide all the tools you need to succeed. With our support and wide range of broker packages, there is an option for everyone from complete beginners to experts. Speak to our business development team to find out more! Book a Call View Upcoming Events

The Franchise Marketing Show

The Franchise Marketing Show MD John Kent speaks with Steph Gutmann of Coconut Marketing on The Franchise Marketing Show! Recorded live at The British & International Franchise Show, held at Olympia London last month. Video Length 10:53 https://youtu.be/4SrjtoI2PYw?si=9AC1zbgghn8RSdFY Join us for one of our upcoming events! View Upcoming Events

Brokerplan in less than 5 minutes

Get to Know Brokerplan in less than 5 minutes… Want an overview of the entire Brokerplan opportunity in less than 5 minutes? This video will cover what you need to know… Video Length 04:21 https://youtu.be/BieVGrlBCLU Join us for one of our upcoming events! View Upcoming Events

Partner Earns £100k on a Single Deal!

Partner Earns £100k on a Single Deal! Deal Type: Development Finance Loan Amount: £10 Million Partner Commission: £100,000 Despite quoting on a development that didn’t progress, a locum Finance Director (FD) had been so impressed with terms secured by White Rose that the same FD asked us to quote for their latest client. The relationship with this FD was managed by one of our Appointed Representative (AR) partners from his home in Spain, whilst the FD’s newest client was a family firm who had expanded from retail businesses into operating an extensive property portfolio. This expansion of the family firm had been going on for many years, to the extent that the client now held almost £100m in commercial investments with the dividends paid out to a large number of family members. David Fine Relationship Manager The family was in the pleasant position of having very little debt on current properties and so wanted to build, rather than buy, more commercial properties to generate more income for the family. A loan of £5m for development became £10m and like a lot of corporate clients do, rather than borrowing short-term debt on the development, it was decided borrowing long-term on the currently portfolio was cheaper and less stressful – so £20m of property was found to be used as security for a sub 50% LTV loan. Good clients, blue-chip tenants and good industrial properties in Chichester, Reading and Christchurch made this a Tier 1 deal at the corporate level of a prime bank. This level of lend is just at the cusp where standard “boiler plate” loan agreements become more bespoke and the client was adamant on what they wanted from rental and tenant covenants. As a corporate deal the bank engaged in the majority of these discussions on swaps and caps albeit the negotiation went on for longer than expected. Ultimately however a term sheet delivered on what the client wanted and the loan completed in two tranches. The combination of support from David Fine at head office worked well whilst the AR was based overseas, and the bank paid out £65,000 on the entire £10m facility day 1. In addition the AR had negotiated a broker agreement that took the total fee income up to 1% of the facility – so a gross fee income of £100,000 was generated. Want to Start Funding Deals Like These? The Brokerplan Academy is a compelling opportunity for professionals looking to generate significant income from the Financial Services Industry. Established in 2004, our experienced team bring decades of collective experience from across the sector, we provide all the tools you need to succeed. With our support and wide range of broker packages, there is an option for everyone from complete beginners to experts. Speak to our business development team to find out more! Book a Call View Upcoming Events

Recent Commercial Mortgage

Recent Commercial Mortgage Loan Type: Commercial Mortgage Loan Amount: £660,000 Lender: Unity Trust Bank One of our network partners Colin Howells of HCP Finance has recently secured a commercial mortgage for one of their clients! The clients in this deal were looking to pay off mortgages currently in place – There was some benefit to keeping them in place due to their lower interest rates, however, the client decided it was still a good move to raise additional funds because the new deal would be on a repayment basis. (The existing mortgages were on an interest only basis). The deal was placed with Unity Trust Bank, allowing the clients to settle the outstanding loans. Unity was selected as they satisfied the client’s 3 main concerns: Simplicity – One repayment at one time per month so easy to monitor and control. Good service from personal relationships – a bank where face-to-face relationships exist (which does not employ impersonal call center-oriented teams) and where a consistent level of service is available. Term – As long a period of finance as possible, to help with affordability. Want to Start Funding Deals Like These? The Brokerplan Academy is a compelling opportunity for professionals looking to generate significant income from the Financial Services Industry. Established in 2004, our experienced team bring decades of collective experience from across the sector, we provide all the tools you need to succeed. With our support and wide range of broker packages, there is an option for everyone from complete beginners to experts. Speak to our business development team to find out more! Book a Call View Upcoming Events

Recent Network Complete Deals

Recent Network Complete Deals Dental Equipment Purchase Loan Type: Asset Finance Loan Amount: £62,877 Lender: Societe Generale One of our network partners Aspired Finance have recently put a Hire Purchase agreement in place for one of their clients! The client required funding as they were looking to purchase new equipment for their dental practice. The important factors to the client were obtaining the most competitive rate, and speed to drawdown. Cashflow for New Contract Loan Type: Business Loan Loan Amount: £20,000 Lender: Iwoca One of our network partners Activate Business Finance have recently put a Business Loan in place for one of their clients! The client in this deal was a limited company who was looking to sure up cashflow as a new contract was commencing. Despite the business being in its infancy, Iwoca were willing to lend – With the clients required to sign a Director’s Guarantee. This facility also allows for over-payments and early settlement without penalty. Want to Start Funding Deals Like These? The Brokerplan Academy is a compelling opportunity for professionals looking to generate significant income from the Financial Services Industry. Established in 2004, our experienced team bring decades of collective experience from across the sector, we provide all the tools you need to succeed. With our support and wide range of broker packages, there is an option for everyone from complete beginners to experts. Speak to our business development team to find out more! Book a Call View Upcoming Events

London Discovery Day

London Discovery Day – Thursday 30th November 2023 Brokerplan held a discovery session in London last week!  We are very grateful to Shawbrook, and Dylan Bleasdale for hosting us at their offices! At the event were Brokerplan’s Managing Director, John Kent and Operations Director, Simon Burke – Presenting on the Brokerplan opportunity, showing a demo of our commercial finance sourcing system ‘LenderHub’ and taking questions. We were also joined by one of our network partners, Dan Cholewinski of VAST Commercial Finance who held a Q&A session for attendees to ask any questions they had about being a part of the Brokerplan Network. If you want to learn more about how you can start your future in finance, see our upcoming events page for webinars and in-person events. Join us for one of our upcoming events! View Upcoming Events

Loan to Purchase Stock

Loan to Purchase Stock Loan Type: Business Loan Loan Amount: £51,597 Lender: Funding Circle One of our network partners Finspire Finance have recently put a Business Loan in place for one of their clients! The client was a growing import/export company focusing on all manner of products from packaging to soft drinks. The loan was needed to purchase stock, in this case, the client was taking advantage of lower stock pricing offered when paying upfront. This lender was chosen as they allowed the client to settle the loan early without any additional fees. They were also offering an attractive interest rate. Want to Start Funding Deals Like These? The Brokerplan Academy is a compelling opportunity for professionals looking to generate significant income from the Financial Services Industry. Established in 2004, our experienced team bring decades of collective experience from across the sector, we provide all the tools you need to succeed. With our support and wide range of broker packages, there is an option for everyone from complete beginners to experts. Speak to our business development team to find out more! Book a Call View Upcoming Events