Equipment Financing Intake

Capture the deal, see the read in real time.

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Business Snapshot

Who we're talking to

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Legal business nameEntity typeIndustryTime in business (months)6+ workable · 24+ strong

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Equipment Details

What's being financed

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Equipment categoryConditionNew strengthens the file — easier to resell as collateralVendor / sellerEquipment cost (quote/invoice)Requested financing amountDown payment10%+ workable · 20%+ strong

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Business Financials

Annual business revenueExisting monthly debt payments

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Credit Profile

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Social Security NumberOwner / signer SSNPersonal credit score600–679 workable · 680+ strongPrior bankruptcy (last 7 years)

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Documents Collected

0 of 6 collected

Signed equipment quote or purchase invoice (from vendor)2 years business tax returns (or 6 months bank statements if newer)Voided business check or bank letterDriver's license (owner/signer)Business EIN / formation documentsPersonal financial statement (for larger requests / startups)

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Notes

Live Read

Awaiting Info

Fill in the qualification fields to see a live read on this file.

Time in business—

Equipment condition—

Down payment—

Personal credit—

Document Progress0/6

Paste into your CRM note or lender submission email.