Brokerplan - Your future in commercial finance

Excellent 3 day training very well delivered and with great support from the entire team. I am building some excellent business relationships and repeatedly impressed with the fast response and very high quality of service that we deliver - well done to all.
Sue Jonas - Brokerplan Business Partner
Very high quality training covering all the key product areas.1st class support from David my BDM with some very good commission income generated. I have no hesitation in recommending the Brokerplan program , great value.
Allan Mannion – Brokerplan Business Partner
First class training and ongoing business support from start to finish, I feel confident that I can develop many new business opportunities and supplement my earnings significantly - thank you to all the team.
John Graham – Brokerplan Business Partner

Brokerplan Package Comparison Chart

For a quick comparison of the Brokerplan Business Packages,what's included in each package and the Investment / Set Up costs involved please see the charts below :

Brokerplan Business Partnerships – Package Options Comparison Chart

Brokerplan Package Details

Option 1 Brokerplan Business Owner

Option 2 Brokerplan Business Partner

Option 3 Brokerplan Associate Financial Consultant (AFC)

Business Package Structure

Independent Fully Supported Business Owner

Fully Integrated Business Partner

Fully Supported Business Introducer

Initial Business Training
Delegate fees and Accommodation Provided.

3 Full Training Days

To 2 Delegates Trained

2 Full Training Days

To 2 Delegates Trained

2 Full Training Days

Single Delegate Trained

Field Based Business Training
Delivered at the Partners Business / Office Location

2 Full Days

1 Full Day

N/A

Training Materials and Business Support Reference Manual

✓

Fully Configured Business Package Pre-Loaded on Dell Lap Top

✓

N/A

Customised Business Document Pack

✓

Business Development Manager Support
09.00 am to 5.30 pm Mon - Friday

✓

Head Office Consultancy Team Support

✓

Unrestricted Business Territory - UK Wide

✓

Partner Lender Directory ( 200 + Lenders)

Direct Access

Indirect Access

Case Fee / Commission Income Share

100% Retained by You

50% to 60% Commission Paid

30% to 50% Commission Paid

Shared Opportunity Support ( When Requested )

50:50 Fee Split

N/A

Marketing and Lead Generation Support, E-Mail Marketing , E- Newsletters

✓

Business Marketing Database covering 2.5 million UK SME’s

✓

Comprehensive ‘Back Office’ Admin Support Package – Business Logo Design, Business Cards, E-mail account provision, 0845 Number, Database / Case Tracking/ CRM Integration etc.

✓

Personalised Web Page Listing on White Rose Finance Main Web Site

N/A

✓

Fully Configured Commercial Finance Business Web Site Including Web Domain, Web Hosting and Business Enquiry Forms.#

✓

# Brokerplan Business Owners have full ownership rights over the chosen web site domain name and have the option to host their supplied web site on an Independent Hosting Platform if required.

Brokerplan Package Options – Comparison of Costs

Brokerplan Business Package Fees, Contract Term and Fee Reimbursement Policy

Brokerplan Business Owner

Brokerplan Business Partner

Brokerplan Associate Financial Consultant (AFC)

Initial One Off Business Set Up Fee

£15,000
One Off Fee

£7,995
One Off Fully Refundable Partner Fee

£2,995
One Off Fully Refundable
License Fee

Fees Fully Refunded

Yes

Fee Refund Structure

N/A

Accelerated Incremental Payments **

Initial Minimum
Partner Contract Period

N/A

12 Months

Quarterly Business Support Fee*

£125 per Qtr *

£125 per Qtr*

£125 per Qtr *

Ongoing Web Site and E-Mail Hosting Fee + Tech Support

Included in Quarterly Business Support Fee

Ongoing Executive Mentorship

Provided to all Partners for life of the agreement

Provided to all AFC's for life of the agreement

* The quarterly Business Support Fee is currently set at £125 per quarter , paid in advance. Business Support is included in all Brokerplan packages for 12 months from the date of completion of initial Business Training.

** Business Set Up Fees are contractually refunded to the Partner on an incremental basis against individual qualifying closed business opportunities. The refund payments are made on an accelerated scale, the higher the net fee income on the individual case the greater the incremental refund made. The minimum incremental refund being equivalent to 1/30 of the Business Set up Fee paid and the maximum incremental refund being equivalent to 1/5 of the Business Set Up Fee paid. Full details of the fee refund arrangements are given in the detailed information pages on the Brokerplan Partner and Brokerplan Associate Financial Consultant options.

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