Network Conference 2019

Network Conference 2019 Tuesday 18th June 2019 | Arden Hotel, Birmingham On Tuesday 18th June, Brokerplan held their first ever network conference. Joined by over 50 network partners and lenders, the event was a busy and exciting day for all. The conference included roundtable discussions with lenders, an awards presentation, motivational speaker and networking. Previous Next Award Winners To recognise the truly outstanding work that our network partners have achieved over the past year, Brokerplan held an awards ceremony during the conference. Below is a list of our 2019 winners and their award category. Best Newcomer – Mark Everard (Michaels Commercial) Most Completed Cases – Rob Griffin (Aspired Finance) Permanently Polite – Andrew Wattsford (Wattsford Commercial Finance) Best Case Submission – Chris Harrington (Ela’s Business Finance) Client Care – Carl Clarke (Focus Lending) Kind of Compliance – Bobby Paul (Abundant Finance) Most Determined – Joy Dowell (Hadrian Capital Finance) Laissez-faire – James Wallis (Aben Financial) Client Relations – Richard & Rachel Knowles (Element Finance) Best First Case – Justin Matravers (Choice Commercial Finance) Positive Perseverance – Mark Pilsbury (STAG Capital Finance) Broker of the Year – Darren Peacock (Peacock Finance) Roundtables Brokerplan were joined by lenders: Precise Mortgages, Close Brothers, Bibby Financial Services, Affirmative Finance, Shawbrook, Paragon, Cambridge & Counties, Redwood Bank, Lloyds Bank and Pension Led Funding. Lenders presented to our Network partners, discussing criteria, products, rates, case studies and commission structures. Previous Next Motivational SpeakerStuart Myers – World at your feet Conference attendees were treated to a presentation by Stuart Myers from World at your feet solutions.  An inspiring and motivational presentation – more information about Stuart and his company here: https://www.facebook.com/worldatyourfeetsolutions/ Post-Conference Meal After the conference, Brokerplan staff were joined by partners and lenders for curry at a local restaurant.

Case Study – Spot Factoring

Case Study – Spot Factoring Factoring case provides regular monthly income for Network Partner  The Network Partner who submitted this deal to Brokerplan was approached by a domestic and commercial plumbing and heating contractors with a “high quality problem”. They had just won a number of new contracts, but due to the size of these and the terms agreed they now had a cash flow problem.  A factoring agreement for the monies that they had outstanding was deemed to be ideal but the clients wanted the ability to just spot factor those invoices they needed and so this was exactly what was arranged with a spot factor called Select. This wasn’t a set facility – as with a whole of book factor – but an agreement to support the clients with one of their clients. This facility was agreed in May 2018 and every month to date the clients have used it with the fee income earned monthly varying from £675 to £3,181. In 10 months this one client, using one facility has paid out £19,905 in fee income for this Network Partner and it sees no sign of stopping – last month they received just short of £3,000 This was an instance where rather than arrange a single loan for the client a more flexible on-going facility was requested which had the added benefit of paying the Network Partner out not just a one-off payment but a monthly trail income. The clients and Partner continue to be happy with the flexibility of this arrangement!

Brokerplan Named Best Commercial Finance Network – UK

Brokerplan Names Best Commercial Finance Network UK Brokerplan has been named the ‘Best Commercial Finance Network – UK in 2018’ by Corporate Vision Magazine. The award was voted for by industry professionals as part of CV’s annual franchise awards. Corporate Vision released their award winners with the following statement… “Franchises are a shining light within local economies the world over, despite the struggles that are befalling the business world. {…} However, Corporate Vision wants to do more than just celebrate the accomplishments of the franchisees. We want to celebrate the franchisors who make these opportunities available and we want to recognise those who make all this possible, from those who work in franchise recruitment, to those who make everything financially possible. As with every single one of our award programmes, the Franchise Awards are given on merit alone. This means that the number of votes received, size of nominated firms or financial incentives play no part in the crowning of this year’s winners, with all recipients instead being decided upon through an exhaustive and rigorous research and judging process, carried out by our dedicated in-house team. Rest assured that only the most deserving nominees have walked away with one of our prestigious awards.” Read Corporate Vision’s Article Here

New Case Manager – Peter Leonard

  We are very pleased to announce the addition to the Operations team of Peter Leonard who will be employed as a senior case manager. Peter will be a great addition to the growing team, bringing in specialist banking knowledge and a wealth of experience in the commercial and residential property sector. If not already, we are sure a lot of you will be speaking to Peter about your clients and cases so rather than speak on his behalf we thought it best to let him introduce himself to the network.. Resume “Prior to joining Brokerplan my roles were as a Commercial Lending Manager with over 36-years of experience within the corporate/commercial Banking sector, 29 years of which were spent working for Lloyds Bank. During this time, I successfully completed the professional banking exams becoming an Associate of the Chartered Institute of Bankers in 1990. In 2011 I joined Handelsbanken as a Corporate Manager, establishing a new office in Wetherby, West Yorkshire. Immediately prior to joining Brokerplan I worked for 4-years as a Real Estate Lending Manager at Aldermore, specialising in complex Buy to Let, Commercial Investment and Commercial Owner Occupier proposals. My initial responsibilities will be to concentrate on those real estate/property transactions for investment and owner occupiers but I will of course be there to assist with all forms of business lending. Personally, I am married to Sarah and have no children, but do have a 30-month  English Springer Spaniel who requires a lot of exercise!! In my spare time, I enjoy walking (with the dog), travelling, and generally keeping fit having completed a number of half marathons as well as undertaking a number of Triathlons in the past. I enjoy watching most sport but especially Rugby Union. I look forward to working with all of the Authorised Representatives within the White Rose Finance Group in assisting them to help meet their client’s financial needs/requirements.”