How To Add Funding To Your Credit & Tax Business

Your clients already trust you with their credit and their taxes. When they need capital, they’re going somewhere else to get it.
This live class shows you how to keep that transaction in-house — and get paid for it.
In one session, we break down how to read and structure a credit profile so it actually gets approved, which bureau each lender pulls and why that dictates your submission order, and when a client needs credit cards versus cash in hand. Then we get to the part most people skip: what to charge, how to package it, and the exact language that turns a repair or tax client into a funding client.
We’ll also cover business funding fundamentals, including how merchant cash advances really work and when a deal isn’t worth doing.
What we’ll cover:
∙ Profile Structuring For Approval
∙ Bureau Mapping
∙ Cards vs Cash Funding
∙ Pricing Your Service
∙ Positioning To Your Clients
∙ Business Funding 101
Bonus included: 5 Star Lender’s List — the lenders worth your submissions, ready to use.
Who it’s for: Credit repair professionals, tax preparers, and ERO owners ready to add a second revenue stream to the clients they already have.