Implementation Guide: Employer-Sponsored Small-Dollar Loan

To complement their feasibility study, the Filene Research Institute and the FINRA Investor Education Foundation created an implementation guide which provides details on program design features, guidance on compliance issues, ways to measure success, and supplemental documents including a sample memorandum of understanding between a credit union and an employer, a loan application, employer and member surveys, and a performance tracker.

These resources are geared specifically toward financial institutions and will help to support your lending partner if they are new to offering ESSDL.

Click here to access the implementation guide.