Equipment Financing Loan Products
Equipment Loans
Fixed-term loans for purchasing new or used business equipment, including vehicles, machinery, and technology.
Leasing Options
Flexible leasing solutions to acquire necessary equipment without the upfront cost of purchasing.
Equipment Refinancing
Refinancing existing equipment to free up capital for other business needs.
Core Features
Loan Application Intake with Required Document Upload
Easy online application process with the ability to upload required business documents, such as purchase agreement, financial statements, tax returns, etc…
Workflow Automation
Automated processes that trigger next steps based on loan status, including document requests, signed term sheets, compliance requirements, and borrower communications.
White-Labeled User Architecture
Perfect for correspondents or ISO partners who manage multiple loan officers or broker partners. This architecture allows for separate operational control at each branch level, ensuring compliance and consistency across the organization.
Customizable Guidelines
Build out your own or back end investor/lender eligibility guidelines, so the system knows what fields, required docs & workflow steps to follow on every loan.
Document Generation
Automate the creation of loan agreements, promissory notes, disclosures, and other critical documents to streamline the lending process.
Funding Disbursement Tracking
Monitor the distribution of funds and ensure compliance with loan terms through automated tracking.
Recurring Payment Setup
Manage repayment schedules with automatic ACH payment setups, pay offs, etc…
CRM Integration
Seamless integration with CRM tools to manage client relationships, track communication, and automate follow-ups.
