Business Case Studies

As a Brokerplan Business Partner or Associate Finance Consultant (AFC) working with our company you will be offering an extensive range of funding solutions to your clients.

The breadth and depth of the services that we provide will ensure that you are exceptionally well placed to satisfy your client’s needs for a fast competitive Loan, Lease, Mortgage or Commercial Funding solution.

We have listed below just a small sample of recent cases successfully dealt with by our team and we have indicated the earnings to the Partner from such opportunities. When joining either of our our Partnership Programmes you will be fully trained and become experienced and proficient in the initial qualification and underwriting of similar opportunities.

Apply now. Click here to register your interest in our Business Partnership Programmes.

For any specific case study details please do not hesitate to contact us on
0845 838 1954 or e-mail:

Case Study 1 – Property Development Finance

Case Study 2 – Commercial Mortgage, Hotel Purchase

Case Study 3 - General Business Loan.

Case Study 4 – Bridging Finance for Auction / Investment Property.

Case Study 1: Property Development Finance

You will learn how to develop relationships and consult with Property Developers and Builders in your local area. In the current climate your skills will be vital in helping such clients to locate and agree funding for both new build and refurbishment projects.

David R is an established builder in North Yorkshire who approached us for funding support having been let down by his existing lending partners who were experiencing cash flow difficulties. Our client had a need to borrow £1.3 million to purchase and develop a prime city centre site with full PP for conversion in to 10 separate units.

The ’ in principle’ funding offer we secured with two working days totalled circa 75% of the total cash needed for the project and fell within the lending parameters of one of our major merchant bank lending partners. On behalf of our client we fully managed the underwriting and loan packaging process and organised the necessary site surveys and valuations. All the necessary reports returned satisfactory and legal due diligence was completed promptly ensuring the loan was fully approved and completed within 4 weeks. Commission earnings to the Business Partner for such a deal would typically be £7,000

Case Study 2: Commercial Mortgage – Hotel Purchase

We work closely with a number of specialist mortgage providers in the ‘leisure’ sector funding freehold hotels, pubs and bars. In addition the bricks and mortar costs we can provide funding against the good will and fixtures and fittings associated with the trading business.

In June this year Richard C contacted us with a mortgage requirement to fund the purchase of an established and profitable town centre hotel in Bridport in Dorset. Our expertise in Commercial Mortgage funding allowed us to quickly evaluate and package the opportunity to an established underwriter partner and had a site meeting organised within the week. The business valuation was quickly organised by our team and this returned satisfactorily allowing a £700,000 loan to be secured and drawn within 6 weeks. Commission earnings to the Business Partner would typically be £4,900

Case Study 3: Secured Business Loan

Providing general business loans is a significant opportunity as many of the major banks refuse to lend to the SME community. We recently assisted an established transport and storage business in the North East to secure £130,000 of additional working capital as part of a group re-structure.

Submitted to our underwriter and approved in principle within 24 hours the loan was completed within 3 weeks earning over £3,250 in commission for our Partner .

Case Study 4: Bridging Finance For Auction / Investment Property

Many investors and Professional Landlord’s are seeking to expand their property portfolio and take advantage of significant property bargains available in the UK either from auctions or via agents. Bridging Finance is an ideal way to acquire residential and commercial property as the loan can be made against the actual value rather than purchase price.

Mr Uppal is one of many property professionals who use our facilities to acquire investment properties at ‘ below market value’. His strategy following minor refurbishments to the properties he buys is to re-finance to circa 80% of the true property value on a long term buy to let mortgage holding the property in a rental portfolio at a yield of circa 9% per annum. Handling both the bridge and buy to let mortgage re-finance on a typical £150,000 property value will net commission to the Partner of circa £2,000 per property and most professional landlords will require regular facilities..

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Telephone White Rose Finance on 0845 838 8971.