If you're a private commercial finance company looking for a more secure and professional way to onboard new customers to your equipment finance services, this template is made for you.
This equipment finance application allows to gather, review and approve information, documents and agreements from potential clients without using multiple tools.
Customize the equipment finance application to your needs by building custom forms, supporting documents required and contracts that must be signed.
Once you start receiving submissions from potential clients, your team will easily be able to review and approve the client record from a single white label interface.
You can start using this template for free today.