Brokerplan shortlisted for Award
Brokerplan shortlisted for ‘Broker Network of the Year’ Brokerplan Academy are delighted to announce that we have been shortlisted for ‘Broker Network of the Year 2022’ in the National Association of Commercial Finance Broker’s (NACFB) annual broker awards.
Welcome to the Team Cilla
Welcome to the Team Cilla Shackleton Regulated Training Support Manager. Cilla has spent over 15 years in financial services mainly in the mortgage and protection space. She has worked in the residential mortgage market, estate agency and broker environments. This broad range of experience gives Cilla a great understanding of the mortgage market from all angles. Cilla will be a great asset for you, the network, in helping to guide you through the often changing and complex mortgage market.
Commercial Property Education Programme
Commercial Property Education Programme The Financial Intermediary & Broker Association (FIBA) and the Association of Short-Term Lenders (ASTL) have given the green light for the framework of their commercial property finance education programme, the details of which will be launched in October. Partners who join Brokerplan are provided with training including a business launch programme, ongoing regular webinars, live Q&A sessions, access to tools to ensure continuous professional development (CPD) and, technical training from lenders, and service providers (including systems training). With training being such a critical part of our business, Brokerplan MD John Kent is delighted to have been confirmed as one of the authors of the education programme to be written in conjunction with LIBF (London Institute of Banking & Finance) and work starts in earnest on the writing in August. View the article here – https://bridgingandcommercial.co.uk/article/18553/fiba-and-astl-confirm-framework-for-industry-education-programme
Advice for new brokers
Advice for new brokers – Here’s what our partners say We asked 4 of our network partners what the most important thing to know when you become a broker is. Getting started on your own, whether you have experience or are completely new to the industry, can be challenging and sometimes lonely without the right team behind you. With our blended learning experience, consisting of both online and in-person training sessions, Brokerplan supports you from your initial business set-up all the way through to becoming an established broker. Once you are fully trained our experienced team of relationship managers continue to support you with accessing lenders, structuring complex deals and just to be a friendly voice on the end of the phone. We also host regular webinars with lender (breaking down new products and sharing best practice on how to access and market to high demand sectors), additional in-person refresher training sessions, and our annual network partner conference, where you can chat to the head office team and other network partners face to face. But what should you expect when you become a broker? Here’s what our partners say: “Don’t be afraid to get told no – even if a lender won’t do a deal, you’ll know for next time & will make you a better broker, oh and you are worth your broker fee!” Mark Everard Michael’s Commercial “Make sure you have a plan of accessing clients. Generating business is the hard part. Brokerplan gave me an entry into the market.” Harry Singh Veer Capital “My advice would be to have a plan for what you want to achieve (business type, income aspirations, lifestyle etc) and discuss it with the Brokerplan team to make sure it fits. In my experience, they’ll give you honest and valuable advice. Once you have that plan – implement it doggedly. Be flexible but also be prepared for high and lows and don’t expect success to be a given. However, with work – it can be a fantastic opportunity.” James Wallis Aben Financial “Think carefully about what support you may need day 1 and ask for it. In my case, I decided to spend those initial quiet weeks networking and educating myself. For professional development and interest only, I studied for CeMAP. Whilst this is not in any way a requirement to be successful as a commercial broker, it did give me a wider appreciation for the world of finance having had no previous experience. I have since used this qualification to expand my offer to clients but that was never really the intention. More important is to work out what you don’t know and then go and find out, the (Brokerplan) team can support this.” Chris Cullen Lunaria Finance Want to know more? Join us for a Discovery Webinar View Upcoming Events
2022 Network Conference
2022 Network Conference The Belfry Hotel, Monday 16th May 2022 Brokerplan held it’s annual conference this year at The Belfry Hotel in Birmingham. The event was attended by Brokerplan staff, our network partners and a selection of our lenders. The day kicked off with introductions from managing director John Kent and operations director Simon Burke, this was followed by a welcome from headline sponsor Allica Bank. The day held networking events, an hour-long session with speaker Duncan Stevens and the main event an Expo where our network partners could get to know the lender BDMs in attendance. The day wrapped up with dinner and evening entertainment including giant scalextric, driving simulators and a Batak reaction game.
Welcome to the Team Sam
Welcome to the Team Sam We have recently appointed Sam Peel as a Relationship Manager, joining our commercial team. Starting his career in business banking, Sam then moved into asset finance in 2015 working for a finance broker, then a direct lender before most recently co-running a finance brokerage. He has over 9 year’s experience in the finance sector, and day to day at White Rose he will be structuring and packaging deals on behalf of you, our network. Please give Sam a warm welcome when you do speak to him and reach out to him should you require any support.
Brokerplan are exhibiting at The IFS Show!
Brokerplan are Exhibiting at The International Show Come and see us! Brokerplan Academy will be attending The International Franchise Show at ExCeL London on the 8th & 9th April 2022 You can visit our business development team on Stand 340 Registration Link
Welcome to the Team Sophie
Welcome to the Team Sophie! Welcome to the team! Sophie has joined the Brokerplan Academy team under the apprenticeship scheme as a financial administrator, in our busy accounts function. Helping to oversee commissions coming into the business and allocating accordingly, Sophie has been a great addition to the team!
Welcome to the Team Fred!
Welcome to the Team Fred! Welcome to the Team! We are pleased to welcome Fred Giles the team in the role of Business Development Administrator. Freddie is our newest Kickstart employee, joining us via the government backed schemed designed to get 16-24 years olds into full time employment. Already Freddie has proven himself an asset to the team, assisting with system development and critical administrative work. We are excited to continue working with Fred and look forward to seeing what more amazing things he can do as his skills develop!
Autolease – New Systems & Increased Broker Support
Autolease – New Systems & Increased Broker Support We are pleased to announce that Brokerplan Autolease have just secured a partnership with The Motor Hub. This will give our autolease advisors a platform designed for them to be able to run their own quotations, along with a dedicated support email address for help with detailed quotes and availability queries (from two main lenders being Arval & Santander). In addition to this, the Motor Hub have very strong Ford links, which we will also be able to provide our partners with the same platform for everything Ford, funded via Ford Lease. This partnership will help to secure more business, provide faster response times for customers and give greater autonomy with customer enquiries. As another value-added benefit for our partners, we have teamed up with FairSquare to bring an exciting new opportunity, which in turn will allow partners to earn further commissions. They have created a plugin to display their offers within our broker websites. FairSquare offers up to 10,000 new and quality main dealer used vehicles to choose from. Providing a range of finance options from a selection of lenders, completing the journey with safe and secure delivery of the vehicle to the customers door.
