BROKER LICENSE PROGRAM

Transcription

1 Business Union Financial BROKER LICENSE PROGRAM Getting Licensed 63% Business Union Financial, LLC.

2 INTRODUCTION BUF'S BROKER LICENSE PROGRAM The Broker License Program will help Brokers reach the goals that they need to achieve in order to grow their business. The problem is that most Brokers don't have the ongoing capital or vision on how to grow their model. With BUF's Broker License Program, we provide more than just big commissions, we give Brokers a share of the revenue. Not only this, we also help Brokers become lenders by opening our fund for our Brokers to become the lender themselves using the name of BUF through our license program. And help brokers with one on one consulting on how to grow their business. INVEST INTO THE BROKER INVEST INTO THEIR ADVERTISING INVEST INTO THEIR SYSTEMS INVEST INTO THEIR FUTURE 1

3 requirements Setting Goals SETTING GOALS MUST SET GOALS FOR BUF'S BROKER LICENSE PROGRAM Creating the right achievable goals is a big part in having real, sustainable growth. We'll help create the goals and walk step by step with Brokers so they can fulfill them. Setting and achieving goals that are both short term and long term. Action Plan CREATING A PLAN THOSE WHO FAIL TO PLAN ARE PLANNING TO FAIL More than 80% of Brokers go out a business within 2 years. The importance of putting together a plan that will be successful is very crucial. Our consultants, that have helped fortune 500 companies, will consult on what type of action plan should be put together. Commitment REQUIRED COMMITTMENT THE NEEDED COMMITMENT FOR WORKING WITH BUF'S LICENSE PROGRAM Commitment is crucial for Brokers to get the Capital needed to help grow their business. The only way to help our Brokers achieve their goals and receive the Capital Investment from BUF is putting together a plan and setting those goals and committing to them. 2

4 INVESTMENT CAPITAL 6-12 MONTH PLAN GETTING THE CAPITAL TO BECOME THE LENDER NOT JUST BEING THE BROKER, NOW BECOMING THE LENDER Our goal isn't to just help you achieve the goals you have for growing your business; we want to give you all the tools to become the successful financial brokerage company that your clients want to work with. Within 6 12 months, through our Broker License Program and meeting BUF's minimum commitment checklist, we'll give your company up to 30% syndication through our funds of what you fund through BUF, so you can take advantage of your clients and without putting your money in the deals. The way this is accomplished: Your commitment to fulfilling the Brokers License Program Meeting your goals that you've set for your business Funding a minimum amount with BUF per month 3

5 LICENSE PROGRAM COMMITMENT COMMITMENT COMMITMENT CHECKLIST Committing to Business Union Financial Primarily Using the BUF Brand Daily Submissions Goal Weekly Consulting Meeting Monthly Funding Goal GOALS GOALS CHECKLIST Committing & Goals to Grow Working on Scaling Team Short/Long Term Goals Establishing SOP's/Training Systems and an Acceleration Model Learning what it takes to build a team 4

6 PARTNER SALES PLATFORM SALES AND MARKETING PLATFORM Do you want to double or triple your funded deals per month? We have partnered with "CIG Acceleration Systems" and they have created an exclusive sales and marketing system that is set up for the lending industry. Business Union Financial is paying for this system for our brokers and Brokers. This isn't a complicated submission CRM. It's a sales acceleration and marketing automation platform. Normally only the biggest companies can afford this type system, but if you're funding deals through Business Union Financial we're offering this completely FREE for your sales team! The benefits are amazing and will increase your business productivity. These well known softwares and systems are all brought together under one roof: Salesforce, Insidesales.com, Vision, and CIG Acceleration modeling. They all work together with the right workflows, automation triggers, and are customized specifically for the Lending Industry. BENEFITS Use the most sophisticated sales system for the funding market for FREE! Productivity is 3x times more than any dialing, crm, marketing automation software out there Fund enough deals through BUF and get warm/hot leads! Submit applications instantly to BUF, no signatures needed Add your own leads into the system; all your data is 100% secure One system to organize your processes for sales, marketing, and pre underwriting Most important, set up a real exit strategy MUST MEET QUALIFICATIONS BELOW Every 500k funded through BUF will receive leads from Partner Leads System! To use the platform, must fund 4 deals with BUF per month (not including renewals) For additional sales rep users, each person must submit a minimum of 10 qualified deals per month Each additional sales rep user must fund a minimum of 2 deals per month (not including renewals) 5

7 Business Union Financial BROKER LICENSE PROGRAM BUF License 63% Business Union Financial, LLC.