ERO Lending Programs w/ RA

🔹 Office Start-Up Loans –

Preseason

• Available October 2nd – earliest in the industry

• New and existing clients may qualify

• Fast processing time, high approval rate

🔹 Fee Assist –

In-Season

• Available 1st day of IRS acknowledgements

• Receive 50% of prep fees up to $300

• New and existing clients are eligible

• Helps EROs manage payroll and reduce cash-flow crunch

📝 Notes at the bottom:

• ERO Loan underwriting starts OCT 1st

• Deposits go out OCT 2nd

• ERO must complete the Beneficial Owner portal (allow 24 hours for loans to post)

• ERO goes to the Summary:

Start-Up / Fee Assist / Loyalty

🔹 December Loyalty Program

• Available in December, load up to $500 to a FasterMoney Visa

• EROs can retain the card year-round

• Part of retention efforts for new and loyal EROs

• Can be used again for refund advances and tax season support

• Deposit checks, credits, and payroll to card

• Card can be used anywhere Visa is accepted

6 comments

skool.com/tax-bully-hub-1283

A hub for tax pros, credit experts, notaries & bookkeepers to grow, connect, and access tools, trainings, and templates to level up.

Bring people together around your passion and get paid.