BeYOND the QualificationBROKER SUPPORT
One-to-one support for newer brokers

Sometimes you
just need to
talk it through.

Practical guidance from Sharon, when you’re finding your feet.

An application you’re unsure about. A sourcing result that raises questions. A case that needs a clearer next step.

Book time with me on Zoom or Teams and we’ll work through the questions together.

What we can work on

Bring the questions
you’re getting stuck on.

This is practical support tailored to the areas you want help with. It is a separate service from the 12-week academy.

  • DIP and full application preparation
  • Mortgage sourcing and product comparisons
  • Checking lender criteria
  • Fact finds and evidence gaps
  • CRM notes and case management
  • Planning the next action on a case

We can use screen sharing to walk through the process and help you understand what to check, what to record and when to seek further support.

Monthly support packages

Choose the support that suits you.

One-to-one sessions

£350 per month

Three hours of booked support

Online sessions with Sharon via Zoom or Teams, focused on your application, sourcing and case-management questions.

Arrange session times with Sharon to use your three-hour allowance during the month.

Sessions + WhatsApp support

£500 per month

Three hours of booked support, plus WhatsApp

The same online sessions, with WhatsApp support for brief questions and follow-ups between appointments.

WhatsApp: Monday to Friday, 9am to 5pm UK time, excluding bank holidays. Replies within one working day. Detailed case, document or sourcing reviews use booked session time.

How it works

A clear arrangement
from the start.

1. Tell me what you need.
We’ll discuss your experience, the areas you want help with and which package fits.

2. Agree the details.
Availability, the monthly billing period, payment and booking terms will be confirmed before you start.

3. Book your sessions.
Use your three hours during that monthly billing period. Unused hours expire at the end of the period and do not roll over.

4. Work through it together.
Bring your questions and we’ll focus the session on the practical steps you need to understand.

Working with your firm

Support alongside
your own processes.

This service provides practical guidance. Your firm or network remains responsible for advice approval, supervision and Competent Adviser Status (CAS).

Follow your firm’s processes and permissions when discussing a case. Keep WhatsApp questions anonymised and do not send client documents or sensitive personal information there. Any document sharing must use an agreed secure method in line with your firm’s procedures.

If a question needs a lender decision, compliance approval or specialist advice, we’ll identify the appropriate next step.

Let’s talk

What would help
you right now?

Tell me a little about where you are in your career and the questions you’d like to work through.

sharon@beyondcemap.com
WhatsApp 07743 027483

Enquiring does not commit you to a package or payment.

Ask about one-to-one support

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Please send the prepared message in your chosen app to complete your enquiry.

A few useful answers.

Do I need to be enrolled in the academy?

No. Monthly one-to-one support is available as a separate service for newer brokers who want practical guidance.

Do unused hours carry over?

No. The three hours must be used within the agreed monthly billing period. Unused time expires at the end of that period.

Is WhatsApp support available at any time?

The £500 package includes brief questions and follow-ups during the stated working hours. It does not include unlimited detailed case reviews or out-of-hours support.

Can you sign off my advice or CAS?

No. Your firm or network retains responsibility for supervision, advice approval and its CAS process.