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CPA & Financial Advisor Partner Affiliate Program
Be compensated  32% on every referral funding.


CPA and Financial Advisor 1099 Income

You can be involved in the loan process as much as you feel comfortable. You will be compensated 7 business days after your client funds.

Become a "funding partner" and generate income for your firm or as an individual accountant, enrolled agent, licensed tax preparer or accountant.  Be paid 32% of the gross funding amount. (Zero sign up fee.)

Deliver small business funding as a referring partner and be paid 7 days after your client funds with US Trust Business Loans on behalf of your clients needs.  Most fundings funding within 24 to 48 hours. Steps to funding your small business client:
1.Complete 1 page application on behalf of your client on your mobile phone or request a "fillable application."

2. Call US Trust Business Loans and speak with Christopher Yates, CEO or a business relationship manager to sign up.(Zero Cost or minimum production required.)

3. We discuss your client objectives and goals during a one-on-one strategy meeting via Zoom or in person.

4. Your client signs edocs and then funds within 2 hours.  Business Lines of credit can take up to 1 full day to fund.

5. You are compensated as a "funding affiliate consultant " within 7 business days via Zelle, paper check or direct deposit. 


Business Meeting

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