Why join a dual-authorised network?
Why join a dual-authorised network? Joining a firm with direct authorisation to carry out both commercial and residential activities opens the door to offering more products and creates more opportunities. Brokerplan is an established principal in both worlds, therefore you will gain access to over 300 commercial lenders, whole of market regulated mortgage lenders and expertise across both areas. Generally, networks will provide you with the necessary authorisation to broker commercial or residential mortgages, Brokerplan Academy will allow you to do both – Under one brand! (Or if you decide you’d rather not go through the required exams to offer regulated advice, the team at Brokerplan Academy will handle these cases for you – paying out a referral fee!) This means that you can take on a wider variety of deals, generate more income from fewer clients, and provide further support to your clients. It creates the opportunity to become a one-stop shop for your clients, meaning you can control their entire client journey ensuring they have a positive experience and the right solution for them is found. We can see this with a recent deal from one of our network partners, when a short-term ‘bridging’ loan turns out to be regulated. £675k Bridging Loan Success In this deal, the client currently has 2 semi-detached cottages with land valued at c.£450-£475k each – Because the client currently lives in one property, the deal will be classified as regulated. Any advisor who doesn’t have the necessary qualifications and permissions will have to outsource to a residential broker. However, our broker submitted this deal to our head offices where we have advisors on hand who can help. After submitting the case to Glenhawk and completing all of the necessary documentation, an offer was issued to the client which was gladly accepted. The loan was used to clear existing charges with an ex-partner and mortgage provider, and allow the owner to split the land titles and to get planning on the new title for a residential property. The total case income generated from this £675k bridging facility was £15,485.58 Want to Find Out More? To find out how you can join the Brokerplan Academy and work on rewarding client deals, call 0333 405 6666 or email enquiries@brokerplan.co.uk
Brokerplan Partner Shortlisted for Industry Award
Brokerplan Partner Shortlisted for Industry Award View this post on Instagram A post shared by Lochend Finance (@lochend_finance) We are delighted to announce that one of our Brokerplan Partners has been shortlisted for ‘Sole Trader of the Year’ award. The awards are presented by the National Association of Commercial Finance Brokers (NACFB) who are one of the prominent industry bodies in this sector. This nomination is a huge honor and well deserved by Lochend Finance who have worked very hard over the past couple of years to establish and develop their brokerage. Click Here to Read about some of Lochend’s Deals Congratulations to Stuart and the Lochend Finance team, we are wishing the best of luck to them in the awards!
New Brokerplan Academy Website Launches!
New Brokerplan Academy Website Launches! Brokerplan are thrilled to announce that we have launched our new and improved Academy website! The launch reflects the expansion of our partner packages, which were developed and launched late last year in response to growing demand for these services. We are now able to offer packages covering an even wider range of financial services including: Commercial Mortgages Cashflow Solutions and Business Loans Asset & Invoice Finance Residential and Buy-to-Let Mortgages Insurances and Protection Services Wills, Trusts and Estate Planning NEW Autolease – Car and Van Leasing NEW R&D Tax Reclaims NEW Superbroker Packages After a successful roll out of the new packages to our existing network we are now promoting these to new partners and franchisees – Please submit an enquiry or contact form to receive further information from our business development team. All packages come with comprehensive training courses, which are consistently well commended by our partners: “The Brokerplan training has been such a fantastic and pleasant experience from start to finish, I really enjoyed it. The trainers conducted the 3-day course in a professional and easy to understand way from start to finish, providing us with the most valuable information and tools to get started in the commercial broking business with some brilliant tips thrown in. A massive thank you to everyone at Brokerplan for such valuable training and for just looking after us all the way through. The support has been amazing, and everything was delivered in a very warm and friendly manner.” Özgen H “The Brokerplan introductory training is an excellent way of getting a comprehensive overview of the commercial finance consultant role and products available to utilise. Although the range of content within training can be a lot to absorb, it also is constructive so that when you leave you have got a good step forward to starting the journey more confidently. It is also great way of meeting the key individuals within the Brokerplan team, who are all very supportive and keen to show that everyone will work together to achieve success.” Richard S Click Here to book a call with our Business Development Team
Kickstarter Takeaways
Kickstarter Takeaways In my first two months working for Brokerplan Academy, I have picked up many new skills and developed my understanding of the Business and the various departments within. I have had great support from my colleagues who have pushed me when required and helped develop my skills by giving me new responsibilities and tasks. My role mainly consists of allocating deals to our R.M team, liaising with our Brokerplan network partners on enquiries, assisting the accounting team and general admin support. Through the execution of my daily tasks, I have built fantastic working relationships with my colleagues as well as our Brokerplan Academy network partners. My top takeaway from working at Brokerplan is my expanding knowledge of alternative business and property finance and traditional mortgages. This is something that I can use for the rest of my life and something that will benefit me greatly in the future, whether it be financing a car or buying my first home. In conclusion, after two months of working at Brokerplan Academy I have been made to feel extremely welcome and enjoyed every second of working here. I have the ambition and support from Brokerplan to help continue my career in the alternative finance and broking space and looking forward to seeing where the journey takes me.
A Year of Virtual Training
A Year of Virtual Training This year has brought about many changes in the way we work, the shift to remote working has been a learning experience here at Brokerplan. The need to adapt the way we train and educate our partners has caused us to drastically shift our software and processes. A year ago, in March 2020, we held what was to be our final in-person training course at our head offices in Selby, North Yorkshire. After the lockdown was announced we suddenly had to explore new avenues as to how we could continue to train our new partners whilst there were restrictions on physical visits to the office. Luckily, we already had access to a virtual meeting facility that we had been using for our weekly lender webinars for established partners. Adapting this software to enable us to provide an in-depth training course spanning multiple days would prove to be quite the challenge, and has been an ongoing process of trial and improvement, as our business development manager Laura Fieldhouse explains: “We very quickly realised that we would have to change the format of the training for it to work online. We spread the training over five afternoon sessions, instead of training intensively for 2 and a half days. We created a workbook to guide people through the week and we have constantly asked for feedback. This has resulted in changes to the order of sessions, changes to breaks and also development of the content to make the training as enjoyable and interactive as possible!” Laura Fieldhouse Business Development Manager Our comprehensive business training covers FCA regulations and compliance requirements Business procedures & administration essentials Core commercial product training Lead generation and business development How to use our bespoke sourcing system ‘Lender Hub’ The fundamentals of case underwriting Developing Ancillary / Additional Revenue Streams Business Planning, Forecasting and Budgeting Want to learn more about Brokerplan? Call: 0333 405 6666 or Email: info@brokerplan.co.uk
Brokerplan will be at the WORKING FROM HOME Virtual Show!
Brokerplan will be at the WORKING FROM HOME Virtual Show! The Brokerplan business development team will be in attendance at the upcoming Working From Home Show. The show will be held virtually and will run on Thursday 30th & Friday 31st July 2020. 2 DAYS | 25 SPEAKERS | 3 KEYNOTES | 4 STAGES | 50 EXHIBITORS What can I do at the Virtual Working From Home Event?You will be able to move between exhibitor booths, and hear from keynote speakers. Watch Seminars & Masterclasses Live Chat Functionality Request callbacks and set-up meetings with valuable suppliers Watch videos from key suppliers and see their products and services in action Download brochures, guides and information from individual exhibitors The event is for professionals and businesses building the future of home working, you can register to attend this virtual event for free here
Brokerplan – A Multi-Award-Winning Business Opportunity
Brokerplan – A Multi-Award-Winning Business Opportunity Although we aren’t in business to try and achieve awards it appears that our efforts to grow the business and to support the ever growing community which is our network is being noticed within the business community. Brokerplan has achieved further recognition, after being awarded SME News’ ‘Best Commercial Finance Broker Training Specialists’ and Global 100’s ‘Best Commercial Finance Network’. With 2019 coming to a close, these awards are a credit to the hard work and dedication we continue to commit to our partners. This is in addition to our 2018 award from CV magazine, commending Brokerplan’s high standard of support and training. Awards CV Magazine – Best Commercial Finance Network – Franchise Awards 2018 SME News – Best Commercial Finance Broker Training Specialists – Finance Awards 2019 Global 100 – Best Commercial Finance Network – 2019 Awards
London Discovery Session Success
London Discovery Session Success Photographs from the day Previous Next Brokerplan & Your Mortgage Plus – Combined Discovery Session On Wednesday 25th September 2019, Brokerplan held our first-ever, one-off discover session at the Funding Circle offices in central London. Brokerplan’s John Kent and Lee Hesketh were joined by Nick Newton of Funding Circle to present on both the Brokerplan and Your Mortgage Plus opportunities.
Central London Discovery Day
Central London Discovery Day Here at Brokerplan, we are celebrating the growth of our network – We are proud to announce that we now have over 100 network members! We would like to invite you to join us for a one-off discovery session in central London to learn more about the network and how you can follow in the footsteps of some of our most successful partners. We will show you how to earn: £100k+ on a single deal £100k+ per annum as a commercial finance broker £100k+ as a residential mortgage broker (Your Mortgage Plus Franchise) Generate uncapped income by referring business to Funding Circle as part of the Brokerplan Network We are currently under-represented in the South-East and as an incentive, we are offering a Limited Time Only discount of £100 across all of our packages! Details Date: 25th September 2019 Time: All are welcome from 9am for Coffee, at 9:45am the presentations will start with an approximate finish time of 2pm. Address: 71 Queen Victoria Street, London, EC4V 4AY (Funding Circle Offices) Cost of a seat is £15 – Lunch providedWe will refund £100 if you decide to join Brokerplan Email us to book a place
Brokerplan are now on Instagram!
Brokerplan Are Now On Instagram View Profile Where to find us… Facebook Twitter Linkedin Youtube Instagram
