0845 519 3671

Brokerplan Training Dates

Next Scheduled Partner Training

Venue : York

Date : June 19th - 21st 2013

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Partner Testimonials

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

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Business Training & Launch

Preparation Is Everything

Fundamental to each of the Brokerplan Business Options is a comprehensive Training and Business Launch Package designed to ensure your business is established , functioning and generating new business opportunities as quickly as possible.

For all Brokerplan Package Options this includes the following as standard:

Business Training and Launch Workshop

The Brokerplan Partner Training will cover in detail the following core subjects:

Business Set Up, Preliminaries and Pre- Launch Procedures
Business Administration Essentials
Detailed Product Training on all Core Commercial Products.
Marketing ,Web Site and Brand Development
The Consultancy Approach - Ensuring Income on all Business Cases
Lead Generation and Business Development Essentials
Lender Partner Directory − How and Where we Secure Funds
Fundamentals of Successful Case Underwriting
Business Support and Efficient Case Management
Developing Ancilliary / Additional Revenue Streams
Business Launch − Making It Happen
Business Planning, Forecasting and Budgeting
Ongoing Business Support and Mentorship

Fully Configured Wireless Lap-Top* and Business Administration Package

A comprehensive business administration package pre-loaded on to a high-spec laptop computer with back up disk provided. The admin package contains all business forms, fact find documents, invoice templates, marketing letters etc. plus access to our comprehensive Lender Partner Directory containing over 200 sources of Business Finance for your clients - In fact everything needed to run a highly successful business from day 1

* Laptop provided on Brokerplan Business Owner Package Only

Your Own Fully operational Commercial Finance Web Site,

We provide a fully configured Commercial Finance web site with all Content, Enquiry Forms, Lead Capture and RSS news feeds in-built. The Web Site is customized to your Business and trading style and comes with Domain name and Web Hosting included.

Fully Prepared Business Launch Lead Generation Package

In preparation for business launch we'll prepare and deliver a lead generation package that you can deploy immediately to stimulate new business leads and generate business awareness. The launch package will include mail shots to key business targets in your immediate area, press releases, print advertisements and business introductions to key professionals who themeselves will be a valuable source of business referrals to you.

Comprehensive Database of 2 million + UK based SME Businesses

All Brokerplan Package Options provide access to an interactive and 'clean' database of 2 million + SME businesses in the UK. Useable for the life of your business this 'intelligent' database is searchable by a large number of fields and can be accessed in xl spreadsheet format or on-line. With such a large and accurate business database at your fingertips this will prove invaluable in identifying and contacting new business prospects in your immediate region and indeed anywhere throughgout the UK.

Case Management and CRM Software

All Brokerplan Package Options provide access to a fully operational web based Case Management and CRM System ( Customer Relationship Management ) software. This system will make all case tracking processes and the storage of case documents exceptionally easy and efficient and will become an integral part of your Business Operations.

Brokerplan Business Training Dates and Venues

Brokerplan Partner Training courses are held on a regular basis , we use a high quality conference venue for our Training and all delegate costs and refreshments are included. The Partner Fee also includes Bed and Breakfast accommodation at a good quality location.

For up to date information on the next scheduled training dates please see the Panel top left on this page, and for specific enquiries please call the Brokerplan Business Development Team on 0845 519 3671 or complete the enquiry form below.

To register your interest in the Brokerplan opportunity and attending our next Training event please complete the form below..

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