Regulated Mortgages / YMP


Regulated Mortgages

Your Mortgage Plus (Mini Superbroker) Or Own Brand

ALL INCLUSIVE PACKAGE

  • Whole of Market Proposition
  • Certificate of Mortgage & Protection CeMAP Training
  • Competent Advisor Status (CAS) training and mentorship
  • Regulatory & Compliance Support – FCA Reporting and Ongoing Guidance & Advice
  • Ongoing Business Development Network Support via BDM
  • Registered Individual (our brand) or Appointed Representative (AR) white label option
  • Sourcing & Mortgage Assessment Systems Training and licenses; 360.net, 27tec, ipipeline
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NO FINANCIAL EXPERIENCE NECESSARY

  • Regulated Mortgages & Insurance Sales Training
  • Your Mortgage Plus (regulated mini super broker) includes access to additional products
  • Commercial Finance Training Included under Your Mortgage Plus
  • Wills, Trusts & Estate Planning Included Under Your Mortgage Plus
  • Assigned and Protected Territory
  • Market Leading Commissions
  • Access to the Business Intranet
  • Business Launch Package, including Business Logo Design, Business Cards, Email Account Provisions & Website (& Ongoing Hosting)
  • Access to Regular CPD Webinars & Forums

MARKET OPPORTUNITY

  • Biggest Market in the Europe, £1.4 Trillion
  • Huge Repeat Market – 11 Million Mortgages Refinancing every 2-5 years
  • Ever Growing Market – over 350,000 First Time Buyers in 2019
  • Plans to Build an Increasing Amount of Affordable Housing
  • Trail Income from Insurances including Renewal Fees
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Core Product Range Includes

Residential Mortgages

  • Residential Purchases & Re-Mortgages
  • First Time Buyers
  • Self-Employed
  • Specialist Mortgages
  • Self-Build Mortgages

Protection

  • Life Cover
  • Critical Illness Cover
  • Income Protection
  • Mortgage Protection
  • Family Income Benefit
  • Private Health Insurance
  • Business Protection Insurances
  • Buildings & Contents
  • Landlords Insurance
  • Tenants Insurance

Wills, Trusts & Estate Planning

  • Basic Wills
  • Protective Property Trust, Flexible Life Interest Trust, Discretionary Trusts, Nil Rate Band Discretionary Trust, Asset Protection Trust, Pilot Trust,
  • Property & Financial and Health & Welfare
  • Lasting Powers of Attorney,
  • Probate

Via Referral​ - Property

  • Commercial Property Loans – Investment or Owner Occupiers
  • Trading Business Acquisition – Commercial/Industrial/Lifestyle
  • Buy to Let Portfolio Investment – Acquisition/Refinance/Restructure
  • Property Development – New Build/Refurbs/Conversions
  • Bridging Finance

Via Referral​ - Working Capital

  • Asset Finance – Plant, Machinery, Commercial Vehicles, Print etc
  • Cashflow – Including Factoring, Invoice Finance, Trade Finance & Spot Factoring
  • General (Secured) Business Loans
  • Peer to Peer/Syndicated Lending
  • Grants including Enterprise Finance Guarantee Scheme (EFGS). CBILS, Bounce Back & Recovery Loan Scheme supported where appropriate

Summary of Ancillary Products

  • Pension Led Funding (Self-Funding via SSAS Pension)
  • PDQ Cash Advance
  • Business & Personal Insurance
  • Capital Allowance Claims
  • International Property Mortgages

PACKAGES

Mortgage & Protection Advisor (MPA)

Become a specialist mortgage and protection advisor with the ability to advise consumers on financing the purchase of their own home as well as the relevant associated insurance products. The standard package would allow you to face the market under our brand although you would have the option to operate under your own brand (which can be created on your behalf) as an appointed representative (AR) if preferred. If facing the market under our brand you would be provided with a protected territory. Multiple package options are available, at variable costs with a range of commission splits.

All Inclusive Packages

In addition to having access to mortgage and protection products the all inclusive packages include Wills Trusts and Estate Planning (WTEP) and Commercial Finance products including all forms of business finance supporting the Small to Medium Enterprise (SME) sector (including working capital and asset finance) as well as commercial property finance including commercial mortgages, development and bridging finance as well as specialist buy to let, portfolio and complex funding solutions for all property professionals.

Multiple package options are available, at variable costs with a range of commission splits.

Find Out More


For more detailed information please contact the Business Development Team on 0333 405 6666 or email info@brokerplan.co.uk