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

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!