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Brokerplan Franchise

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Potential to earn £100k+ through Brokerplan…your future in commercial finance brokerage

Join Brokerplan and fast track into the huge and growing world of business and property finance. With access to an unparalleled portfolio of almost 300 UK based lenders, you will have access to the funds required to support 5 million SME businesses and UK property projects.

The benefits of running your own commercial finance brokerage

  • A turnkey, highly-scalable prestigious business opportunity
  • A proven model with uncapped potential (£100k+ earnings on a single case!)
  • Low investment vs Multiple Returns – Entry Level from only £5,995
  • First year income projections £25K-£100K+
  • Supported by all the High Street Banks, Funding Circle Business Champions & Strategic Partners with the Challengers – our lender portfolio is unrivalled
  • From £25k-£25m you will be able to fund small businesses to huge developments
  • 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 and growing client base – 5 million+ SMEs & all property professionals
  • 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

brokerplan partners logo collage

The Brokerplan opportunity

The Brokerplan programme has been designed to allow you to become a member of our network and to face the market as a finance broker and start to generate meaningful (and uncapped) income within a matter of weeks. Supported by the underwriting and case management team, you will have the confidence to develop your practice in the knowledge that all your compliance and regulatory responsibilities are taken care of.  You will also have access to the widest range of funders available and the support of a marketing and business development team behind you.

We welcome applicants from any business background, without need for prior experience or qualifications in the finance sector. Instead we seek enthusiastic and driven individuals who want to build their own sustainable business.

We provide the support you need to succeed.  Beginning with a discovery session, we will describe the benefits of working with Brokerplan, the incredible earning potential and look at each of the packages in more detail.

Should you decide to proceed we register you with the FCA and provide you with the training and support required for you to establish and build your own practice. We will continue to support during your development with ongoing access to regular training and CPD seminars to build your knowledge and confidence to help build a successful business

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 and board representation
  • Unrivalled DIRECT lender portfolio – high street and Funding Circle Business Champions
  • Full training, case management, marketing and business development support
  • Standalone website, newsletter, email marketing and social media guidance
  • No financial services experience necessary
  • Proven track record of success – we share best practice
  • Evidence of £100k+ deals – case studies
  • 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 and growing demand product
  • Lender and partner references available
  • Access to regulated residential mortgages (Via our sister company)
  • Range of options available – from £5,995 to £29,995

brokerplan franchisees at work

We provide high demand business services for SME clients and 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 – factoring, spot factoring, invoice finance and invoice discounting

Additional income opportunities available from ancillary products including:

  • Residential mortgages
  • Equity release
  • Self-build mortgages
  • Business & personal insurances
  • Capital allowances
  • Pension led funding
  • International mortgages (access to circa 50 x countries)

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At a Glance


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Franchisee Case Studies

Brokerplan Franchisee

Case Study - 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 refinance case was submitted in July when the development was completed. Originally funded by Aldermore the re-finance facility was put in place in time to save the client a 2% penalty fee...



The Inaugural Brokerplan Network Conference

Five years since being awarded Principal Status with 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 of celebration, education, networking and motivation followed by a few drinks and an informal meal in the evening.

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