Management Ultimate Solution, Inc.- CPA-Lender Partnership Program

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CPA-Lender Partnership Program

The business of lending involves three parties – the borrower, the loan preparer and the lender. Together they form a business triangle, where all parties are dependent upon each other for their profits. In this triangular relationship of Business Lending, all the parties want to WIN!

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Conventionally, this may seem impossible!

Management Ultimate Solution, Inc. believes that the business of lending needs to be profitable for all parties involved in this process. And our "CPA-Lender Partnership Program" makes it happen.

Why do you need CPA-Lender Partnership Program?

The dynamics of the Business Lending depends on the "referrals" - a loan preparer brings to a lender. Since each CPA/Accountant has clients in the range of 200-300 and more, the potential market of borrowers increases multifold for the Lenders by connecting with the Loan Preparer. So, by connecting with only ten CPAs/Accountants, Lenders have a market potential of 2000-3000 and more prospective clients, the access to whom would otherwise require a tedious marketing campaign.

Also, as more and more borrowers seek the services of CPAs, Accountants and Professional loan preparers, the potential of generating business through this networking between the Lenders and the Loan preparers increases manifold in the near future.

From the perspective of a CPA/Accountant, offering Loan Preparation Services to their clients at no extra time-cost will actually prevent any loss of client’s looking for Loan Preparation Services of a CPA or an Accountant. The Partnership Program also gives access to Lenders who may be interested in compensating the CPA/Accountant for getting the "Referral Business".

The Profits………

Lender

The Lender gets profitable by getting "Referral Business" from CPAs and Loan Preparers. Since each CPA or an Accountant has clients generally in the range of 200-300 and more, for the Lender it means getting access to a large community without the need to market itself. Secondly, the lender gets a professionally prepared loan package that reduces the turnaround time by providing information in just the right format.

Please click here to read what other lenders have to say about SBA Form Plus!

CPA/Loan Preparer

The CPA/Loan Preparer gets profitable by saving up to 75% of package preparation time using SBA Form Plus. What’s more, when the CPA/Loan Preparer gives referral business to a Lender associated with SBA Form Plus, he gets a reimbursement on his cost of SBA Loan Package. Also, with our experience of loan preparation, we can surely say that using SBA Form Plus, the loan approval rate can jump to a healthy 80%.

Client

The client gets profitable by getting the loan on time. This is so because the loan package prepared with SBA Form Plus gives just the right information in the right format for the bank to make a quick decision. Also, it takes very less time for the Loan Preparer to prepare the package, thus reducing the gap period of deciding to go for a loan and actually getting the loan.

What is CPA-Lender Partnership Program?

The CPA-Lender Agreement is designed to give access to a large number of clients for the Lender and on the other hand make Loan preparation easier and cost & time effective for the Loan Preparer. The process involves:

The CPA/Loan Preparer buys SBA Form Plus

The CPA/Loan Preparer is introduced to the Lenders associated with SBA Form Plus through a Master Service Agreement

The CPA/Loan Preparer prepares the Loan Package using SBA Form Plus and refers the package to the Lenders associated with SBA Form Plus.

The Lender compensates the CPA/Loan Preparer for the cost of SBA Form Plus or more for the referral business.* (Compensation conditions may vary from Lender to Lender!)

SIGN-UP FOR CPA-LENDER PARTNERSHIP PROGRAM

Management Ultimate Solution, Inc.
10025 Governor Warfield Parkway, Suite 200A
Columbia, Maryland 21044, U.S.A.
Phone: 443-259-0091 Fax: 443-259-0095
Toll Free: 443-259-0091
e-mail: info@musinc.com website: www.musinc.com
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