What is Broker In A Box?
Whether you are an existing broker or have experience in a customer-facing finance role, our Broker in a Box proposition can help. We’ve taken away all of the stress, the hassle, the complication of being a broker and packaged every essential broker requirement into a single, simple solution.
Our Broker in a Box proposition provides:
- Appointed Representative status granted via our FCA authorised Principal business, AFS Compliance Ltd, which holds A1 audit status with the NACFB. With regular regulatory updates specifically chosen for your business and access to our 12 strong compliance team, you’re safe in the knowledge that your business will be trading compliantly within the boundaries of the FCA.
- Competent Advisor System so you can complete required regulatory training for your Continuing Professional Development.
- The ability to trade with your own company branding when dealing with your customers
- Access to an unrivalled panel of funders enabling you to provide finance solutions to your customers for any type of deal, using a wide range of products, for any customer type in any market sector. You get direct access to the funders and total transparency on the commissions (you raise the commission invoice via our proposal management system).
- Access to our Sales Support Team at our Blackburn and York offices plus the other network members who have a wealth of experience, which they happily share, enabling you to transact more deals.
- Temporary cover allowing you to cover holidays, sickness absence or manage peak periods.*
- The ability to service a wider range of your clients needs by providing specialist deal assistance through our referrals scheme.
- A licence for our state-of-the-art calculation tool/compliant quotation/proposal/CRM system, which ensures all your quotes are supplied to customers in a compliant format and provides a cradle to grave audit system for the FCA. As well as meeting all GDPR guidelines.
- Microsoft 365 with on-line office suit, secure data back-up with OneDrive, IT encryption and antivirus coupled with full remote IT support services.
- Redflag real-time comprehensive business.
- Professional Indemnity Insurance for your business.
- NACFB Membership.
- Funder training events.
- Cost effective, standardised and bespoke training courses, delivered by our Finance Broker Academy.*
- Company events throughout the year such as regional meetings, our ‘Meet the Funder Expo’ and compliance roadshows.
*An additional charge is made for the Finance Broker Academy.
If you are UK based and have customer-facing finance industry experience, contact us now:
To join the Asset Finance Solutions network, please call: Lee Simms on 07894 019445
Or to join the Synergy Commercial Finance network, please call: Piotr Twaits on 07970 586218
Want to retain your autonomy and at the same time still benefit from the latest industry information? On-going regulatory and legislative updates? Sales support, marketing and qualified leads? Regular meetings? Access to a market leading proposal management system? Want direct access to a panel of more than 100 leading lenders?
Talk to us about Broker in a Box and how you can fast track your business success, your financial freedom.