Start-Up Costs and Fees |
||
| United Financial Services Group | Smartline Personal Mortgage Adviser | |
| Investment | 202000 - 261000 | 20000 - 30000 |
| Franchise Fee | 0 | |
| Royalty Fee | 0.20% | |
| Advertising Fee | ||
| Year Founded | 1977 | 0 |
| Year Franchised | 1991 | 0 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| United Financial Services Group | Smartline Personal Mortgage Adviser | |
| Experience | General business experience Marketing skills | |
Financing Options |
||
| United Financial Services Group | Smartline Personal Mortgage Adviser | |
| Franchise Fees | No | |
| Start-up Costs | No | |
| Equipment | No | |
| Inventory | No | |
| Receivables | No | |
| Payroll | No | |
Training & Support |
||
| United Financial Services Group | Smartline Personal Mortgage Adviser | |
| Training | Smartline provide the training for you to learn our systems, our software and how to write loans. Our Business Development Managers will then work closely with you in establishing your business through 12 weeks of one on one business coaching. You will also participate in our accredited 24 month mentoring program. Each of these will activities are designed to develop best practice techniques and increase your abilities in writing loans and generating revenue. | |
| Support | Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations | |
| Marketing | Co-op advertising, Ad slicks, Regional advertising | Smartline have created a suite of marketing tools designed to help you build your customer base, find quality referral partners and, communicate effectively with your clients on a regular basis. Our marketing department are also there to assist you in creating your own local marketing initiatives as well. |
| Operations | 5% of all franchisees own more than one unit Number of employees needed to run franchised unit: 3 Absentee ownership of franchise is allowed. (95% of current franchisees are owner/operators) | Our model is that every franchisee needs to be fully committed to their franchise business, just as we are fully committed to their business as well. Many of our mortgage brokers have started from a home office very successfully. As your business grows you can then consider moving into a serviced office or retail premises and taking on staff to cater for the growing needs of your business. |
Expansion Plans |
||
| United Financial Services Group | Smartline Personal Mortgage Adviser | |
| US Expansion | Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Iowa, Idaho, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Missouri, Mississippi, Montana, Nebraska, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, West Virginia, Wyoming, | |
| Canada Expansion | ||
| International Expansion |
Start-Up Costs and Fees Mobile |
|
| Investment | |
| United Financial Services Group | |
| Smartline Personal Mortgage Adviser | |
| Franchise Fee | |
| United Financial Services Group | |
| Smartline Personal Mortgage Adviser | |
| Royalty Fee | |
| United Financial Services Group | 0.20% |
| Smartline Personal Mortgage Adviser | |
| Advertising Fee | |
| United Financial Services Group | |
| Smartline Personal Mortgage Adviser | |
| Year Founded | |
| United Financial Services Group | 1977 |
| Smartline Personal Mortgage Adviser | 0 |
| Year Franchised | |
| United Financial Services Group | 1991 |
| Smartline Personal Mortgage Adviser | 0 |
| Term Of Agreement | |
| United Financial Services Group | 15 years |
| Smartline Personal Mortgage Adviser | |
| Renewal Fee | |
| United Financial Services Group | 25% of then current fee |
| Smartline Personal Mortgage Adviser | |
Business Experience Requirements |
|
| Experience | |
| United Financial Services Group | General business experience Marketing skills |
| Smartline Personal Mortgage Adviser | |
Financing Options |
|
| Franchise Fees | |
| United Financial Services Group | No |
| Smartline Personal Mortgage Adviser | No |
| Start-up Costs | |
| United Financial Services Group | |
| Smartline Personal Mortgage Adviser | |
| Equipment | |
| United Financial Services Group} | |
| Smartline Personal Mortgage Adviser | |
| Inventory | |
| United Financial Services Group | |
| Smartline Personal Mortgage Adviser | |
| Receivables | |
| United Financial Services Group | |
| Smartline Personal Mortgage Adviser | |
| Payroll | |
| United Financial Services Group | |
| Smartline Personal Mortgage Adviser | |
Training & Support |
|
| Training | |
| United Financial Services Group | |
| Smartline Personal Mortgage Adviser | Smartline provide the training for you to learn our systems, our software and how to write loans. Our Business Development Managers will then work closely with you in establishing your business through 12 weeks of one on one business coaching. You will also participate in our accredited 24 month mentoring program. Each of these will activities are designed to develop best practice techniques and increase your abilities in writing loans and generating revenue. |
| Support | |
| United Financial Services Group | Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations |
| Smartline Personal Mortgage Adviser | |
| Marketing | |
| United Financial Services Group | Co-op advertising, Ad slicks, Regional advertising |
| Smartline Personal Mortgage Adviser | Smartline have created a suite of marketing tools designed to help you build your customer base, find quality referral partners and, communicate effectively with your clients on a regular basis. Our marketing department are also there to assist you in creating your own local marketing initiatives as well. |
| Operations | |
| United Financial Services Group | 5% of all franchisees own more than one unit Number of employees needed to run franchised unit: 3 Absentee ownership of franchise is allowed. (95% of current franchisees are owner/operators) |
| Smartline Personal Mortgage Adviser | Our model is that every franchisee needs to be fully committed to their franchise business, just as we are fully committed to their business as well. Many of our mortgage brokers have started from a home office very successfully. As your business grows you can then consider moving into a serviced office or retail premises and taking on staff to cater for the growing needs of your business. |
Expansion Plans |
|
| US Expansion | |
| United Financial Services Group | Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Iowa, Idaho, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Missouri, Mississippi, Montana, Nebraska, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, West Virginia, Wyoming, |
| Smartline Personal Mortgage Adviser | |
| Canada Expansion | |
| United Financial Services Group | |
| Smartline Personal Mortgage Adviser | |
| International Expansion | |
| United Financial Services Group | |
| Smartline Personal Mortgage Adviser | |