Helping You Finance the Business Equipment You Need

5 Steps to Effective Business Equipment Leasing

1. Vendor Profile. Our account executive will set up a call to ensure that we have your correct information in our system, including your address and contact information. He or she will then take the time to fully understand your business.
 
2. Account Transaction Procedures. We'll review your invoicing procedures so that we can pay your invoices in a manner that meets your needs. We'll also make sure you have up-to-date contact information, and that we communicate the status of our transaction in a way that works for you.
 
3. Sales Introduction. We will host (via the Internet or teleconference) a meeting with key personnel in your organization to introduce our service, as well as provide a platform to discuss how we can work together to boost your sales.
 
4. First Transaction. After our first credit application or funded lease, we will schedule a follow-up teleconference providing us the opportunity to review the transaction to ensure it exceeds your expectations.
 
5. Quarterly Reviews. Your account executive will develop custom reports and meet with you on a quarterly basis to review progress and develop strategies for increased penetration of our financial services.