Each of our Brokerplan packages include a comprehensive introductory business launch training course for all partners.
This training covers all of the principles to help you set up your business and understand all of the products and business processes in depth, to enable you to generate fees as quickly as possible.
Dependant on the package, the initial training is either 2 or 4 days in total, and will cover each of the following principles:
- FCA regulations and compliance requirements of a Commercial Finance Broker
- Business procedures
- Business administration essentials
- Core commercial product training
- How to market your business and website maintenance
- The consultancy approach (ensuring income on all business cases)
- Lead generation and business development
- How to use the Partner Lender Directory
- The fundamentals of case underwriting
- Efficient case management
- Developing Ancillary / Additional Revenue Streams
- Business Planning, Forecasting and Budgeting