ERO Contract & Onboarding Template (For Service Bureaus)

Running a Service Bureau? This all-in-one ERO Contract & Onboarding Template was built just for you. It gives you a professional, structured way to bring new EROs under your bureau while keeping everything clear, compliant, and organized.

What’s inside:

Customizable ERO Contract – Outline expectations, splits, banking options, and policies with ease.

Onboarding Guide & Checklist – Step-by-step process to get your EROs set up with software, portals, and compliance requirements.

Policies & Procedures – Cover due diligence, communication, and professional standards from day one.

Plug-and-Play – Editable format so you can tailor it to your Service Bureau’s brand and systems.

This template saves you time, protects your business, and ensures every ERO in your bureau starts off on the right foot.