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What You Need to Apply for Equipment Financing

A complete application is the single biggest factor in getting a fast decision. Here's what to have ready so your file moves quickly from quote to funding.

Business & owner information

Legal business name and structure, business address, federal tax ID (EIN), and the date you started. For each owner or guarantor with 10%+ ownership: name, home address, date of birth, and Social Security number for the credit review.

When a single owner holds less than 90% of the business, plan to include a second owner/guarantor on the application.

Equipment details

What you're buying (year, make, model), whether it's new or used, the price, and the seller — a dealer or a private party. If you have a quote or invoice, have it handy.

Documents that speed things up

Larger requests may call for a few months of business bank statements, a driver's license, and the equipment quote. You can attach these right on the application, or send them later — providing them upfront avoids back-and-forth.

Before you apply

We review your credit to pre-qualify — usually a soft pull, so checking where you stand won't affect your score. Depending on the lender, a hard inquiry may be needed before final approval, and we only run one with your authorization.

Ready to see your options?

Pre-qualifying usually uses a soft credit pull, so it won't affect your score.