Brokerplan
Business ConsultingA Unique Opportunity to Launch Your Own Commercial Finance Brokerage.
The Ultimate Franchise: Low Investment – Multiple Returns On Investment – Financial Freedom
With direct access to a portfolio of 300 UK-based lenders, you will have access to the funds required to support 5 million SME businesses and property projects
Run Your Own Commercial Finance Brokerage
- A turnkey, highly scalable prestigious business opportunity
- A proven model with uncapped potential
- Low Investment vs Multiple Returns
- First-year income projections
- Supported by all the High Street Banks, Funding Circle Business Champions and Strategic Partners with the Challengers
- New Banks, Peer 2 Peer, Syndicated Lending, Fintech Solutions, Alternative Funders, Revolving Credit, Virtual Overdrafts and Private Funds continue to enter the market with capital to lend.
- No Financial Services Experience Required
- Huge & Growing Client Base – 5 million+ SMEs & All Property Professionals
- The investment includes business launch training, ongoing training marketing and business development support.
- Supported by an experienced underwriting team, you identify, qualify and electronically submit cases – we do the rest for you.
- Access to Residential Mortgages through our Sister Company
The business started trading in 2004 as a standalone broker and grew on the back of the success of the property sector. The business survived the financial crisis and became a focal point for independent brokers that the High Street banks were unable or unwilling to fund.
Our Network partners can choose to operate legitimately either as Registered Individuals (RIs), Appointed Representatives (ARs) or as a Directly Authorised business. As a Principal broker, we can grant RI or AR status and guide any business through to Direct Authorisation.
High Demand Business Services for SME Clients & Property Professionals
As a fully trained and supported Network Partner, you will assist your clients in identifying and sourcing the following core financial products:
- Commercial Mortgages, Buy-to-Let and HMO funding
- Development Funding for builders, developers and property professionals
- Commercial Finance to purchase or refinance trading businesses
- Short-Term Loans and Bridging Finance
- Portfolio Funding and Second Charge Loans
- General Working Capital Loans
- Peer-to-Peer Funding.
- Commercial Funding for acquisition, expansion and general growth.
- Alternative Overdraft and Revolving Credit facilities.
- Asset Finance, Leasing & Hire Purchase for equipment, machinery, commercial and private vehicles
- Cash Flow Support
Additional Income Opportunities available from Ancillary Products include:
- Residential Mortgages
- Equity Release
- Self-Build Mortgages
- Business & Personal Insurance
- Capital Allowances
- Pension Led Funding
- International Mortgages
Why Choose Brokerplan?
- Trading since 2004 – one of the longest-established UK finance brokers
- FCA Principals – the highest level of authorisation
- FCA compliance provided – Appointed Representative & FRN granted
- Full NACFB Membership & Board Representation
- Unrivalled DIRECT Lender Portfolio – High Street + Funding Circle Business Champions
- Full Training, Case Management, Marketing & Business Development Support
- Standalone Website, Newsletter, Email Marketing & Social Media Guidance
- No Financial Services Experience Necessary
- We are Finance Brokers Ourselves – We Walk the Walk.
- Regular Ongoing CPD Qualifying Network Training
- Conference Call Facility
- Access to Case Tracking Software
- Uncapped Potential, High & Growing Demand Product
- Lender & Partner References Available
- Access to Regulated Residential Mortgages (Via our Sister Company)
News
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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
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Brokerplan Partner Shortlisted for Industry Award
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
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New Brokerplan Academy Website Launches!
Brokerplan is thrilled to announce the launch of the 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
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Birmingham Buy to Let Purchase
For this project, the client wanted to purchase a six-bedroomed HMO (house of multiple occupants) in their limited company. The Birmingham property has two kitchens and is spread over three floors, it needed to be valued ASAP as the agents
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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
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£1.1M Saltburn Property Development Deal
Brokerplan Network Partner Chris Cullen of Lunaria Finance has recently completed on a £1.1 million development loan for an experienced property developer – An amazing achievement! The client in this case had previously attempted to obtain a loan via their
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Brokerplan – £1.1M Saltburn Property Development Deal
Brokerplan Network Partner Chris Cullen of Lunaria Finance has recently completed a £1.1 million development loan for an experienced property developer – An amazing achievement! The client in this case had previously attempted to obtain a loan via their usual
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25 Reasons to Become a Broker
To celebrate the festive season and countdown to Christmas, Brokerplan has created a virtual advent calendar across its social media platforms. Each day a new reason to become a finance broker has been revealed. 2020 has been a testing year
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£14k in a Week! | Brokerplan Academy
One of Brokerplan’s established partners Mark Everard of Michael’s Commercial Finance closed three bridging finance deals last week which earned them £13,829.50 in net income! These cases included: A regulated bridge for an elderly couple looking to downsize and move
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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
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The Inaugural Brokerplan Network Conference
Five years since being awarded principal status with the Financial Conduct Authority, the first ever network conference was held at the Arden Hotel in Solihull. Attended by almost 50 network members and 10 lenders partners were treated to a day
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Best Commercial Finance Network – UK
Part of the White Rose Finance Group, Brokerplan is a compelling opportunity for anyone looking to generate a significant income from becoming a commercial finance broker. As part of our overview of a selection of winners of our 2018 Franchise
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Case Studies
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Case Study: Canary Wharf BTL
Limited company application for the purchase of a BTL in Canary Wharf completed with the support of Landbay. The clients were first-time landlords and had purchased the property off-plan with a completion date set for March 2020. This had a
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Lockdown Case Studies
A look at some of the successes during lockdown. Scottish Development Company Recently completed on a loan worth a total of £584,500, gross income £8767.50 – this included a 1% broker fee. The applicants are experienced property developers who have
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Case Study: Waterloo Lodge Re-Finance
Refinance of a stunning holiday home in Scotland to raise funds to build additional similar properties. The security is a timber framed wooden clad holiday home in a relatively remote area on the West coast of Scotland. Bookings have always
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£200k Business Loan Case Study
Requirement: Business Loan A long and well firm of Quantity Surveyors based in Renfrewshire specialising in construction dispute and contract consultancy. The 3 directors completed a Management Buy Out in November 2018 which saw the original owner exist the business.
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£14k in a Week with Bridging Finance
One of Brokerplan’s established partners Mark Everard of Michael’s Commercial Finance closed three bridging finance deals last week which earned them £13,829.50 in net income! These cases included: A regulated bridge for an elderly couple looking to downsize and move
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Regulated Bridging Case Study
The client already owned a property unencumbered, which was valued at £170,000 and wanted to spend £100,000 making it her forever home. However, the anticipated GDV was £210,000, so the maths didn’t really work. The client had already approached other
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Partner Closes First 2 Deals
Martin Cook of Exel Finance is an AR that started with the network last year and even he won’t mind admitting that his has been a steep learning curve. He has however thrived from being able to self-manage some of
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Partner Doubles Their Initial Investment In First Three Deals
Network partner Mark Everard has generated £37k in fees on case submitted within a few months of Brokerplan training. Having completed the training programme in April, this £2.61m re-finance case was submitted in July when the development was completed. Originally
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Testimonials
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R. Adhikiri
“It was our great pleasure meeting you and the Brokerplan team. All the presentations are highly impressive, informative and motivational.
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S. Branca
“I enjoyed attending the training and found it very informative and interesting, very well presented too. Thank you very much to you all for that.
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E. Pearson
Thank you for the recent two days of excellent training that took place at your offices last week. I think that the amount of information covered and the quality of the content would help anybody considering a move into the commercial finance arena with Brokerplan. It was also a very good opportunity to meet with the other members of the Brokerplan team, who each were able to demonstrate the high level of ongoing support that will be on offer. A very enjoyable and informative couple of days. Many thanks
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L. Koskenmaki
Thank you for the fantastic training package over the last couple of days. It was the best and most useful course I have ever attended (and I have done lots!). Focus here was on learning the essentials without excessive drilling. I have a long to-do list from the course, which I believe will help to set me on the right track towards success.
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R. Pathak
Thanks for the knowledgeable training conducted and appreciate your team's care and support provided for the two days training workshop. It was good to meet other members and share their views, ideas and we are very positive and keen to take this business ahead. Geoff himself is having the wealth of knowledge in this business and interacting with him was really gaining a lot and I appreciate his personnel involvement for closing the deal. Once again Thanks and looking forward to good deals
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J. Rice
Extremely interesting and informative two days which provided a fascinating insight into the world of commercial finance. Really impressed by the length and breadth of the finance available. Also very much surprised by the extent of finance possibilities available to both property investors and small businesses. Really appreciate being afforded the business opportunity and looking forward to maximising the full potential of the opportunity.
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K. Bachra
Many thanks for the very informative and in-depth sessions on product areas delivered by the specialists from the broker plan team. I gained a good insight through looking into the case studies to give a real feel for the types of deals being worked on within the market today
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E. Triggs
I would just like to praise the great work you have done arranging the website and brochure, in particular your professionalism and the standard of your work. My thanks to everyone at Brokerplan for their time and effort which has filled me with the confidence to go out and find cases
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D. Bradley
I really enjoyed my two day Brokerplan training days. Geoff, John and all the team exceeded my training expectations with their wealth of practical expertise in commercial finance. They made the learning experience enjoyable and engaging to give me the confidence to quickly get started in my own business. Thank you for your professionalism in providing me with a great start in commercial finance
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J. Bachra
The 2-day onsite training session with Broker Plan was very insightful and delivered well through a mix of theory and practical examples. Additionally, the opportunity to meet Geoff and the team in Selby made the 2-day session very worthwhile.
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S Sogbetun
Provided in a very friendly, relaxed and open environment, the Brokerplan programme exceeded my expectations. The course was very thorough, jargon free and straight to the point. Providing the necessary accolades to face the commercial world. Well-presented and recommended to would be aspiring commercial brokers
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C. Hanlon
A really useful and informative couple of days. I am fortunate to have a background in commercial finance with a high street bank, but the training opened my eyes to the wealth of alternative lenders in the market and their flexibility in providing funding. The sessions on regulatory requirements, marketing, fee income and internal Brokerplan systems were invaluable. It was also useful to meet and hear from a number of the experienced individuals at Brokerplan, as well as the opportunity to bounce ideas around the room of new recruits
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