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(555) 123-4567
info@primedealerfinance.com
Equipment Finance Department Consulting & Training
Build, operate, or improve your in-house Equipment Finance Department with professional consulting, systems, templates, and training.
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Build a Professional Equipment Finance Department
If you want to handle equipment financing in-house rather than relying on external support, Prime Dealer Finance provides the consulting and training you need to build or improve your own Equipment Finance Department.
Our consulting program delivers workflow design, deal structure training, documentation templates, standard operating procedures, and staff guidance tailored to commercial equipment sellers.
Whether you're starting from scratch or improving an existing operation, we provide the systems and knowledge to run a professional equipment finance department.
What You Get
Workflow Design
Custom workflow design for your equipment finance operations, from initial buyer inquiry through funding and documentation. Clear processes that your team can follow consistently.
Deal Structure Training
Training on how to structure equipment financing deals, what lenders look for, how to present applications, and how to coordinate stipulations and documentation requests.
Documentation Templates
Ready-to-use templates for credit applications, equipment information sheets, buyer documentation checklists, and internal tracking forms. Customized for your business.
Standard Operating Procedures
Written SOPs for every aspect of your equipment finance operations. Clear documentation your team can reference for consistent execution and training new staff.
Staff Guidance
Direct training and guidance for your staff who will be handling equipment financing. We work with your team to ensure they understand processes and can execute effectively.
Ongoing Support
Continued access to our team for questions, process refinement, and guidance as your equipment finance department grows and evolves.
Three Program Tiers
Choose the level of support that matches your current situation and goals
Foundation
Starting from scratch or need basic systems
Basic workflow design
Essential documentation templates
Initial staff training session
Core SOPs for key processes
30 days email support
Growth
Expanding operations or improving existing department
Everything in Foundation
Advanced workflow optimization
Complete template library
Multiple training sessions
Comprehensive SOP package
90 days phone & email support
Full Build
Complete department buildout with ongoing partnership
Everything in Growth
Custom system design
Lender relationship guidance
Ongoing training & refinement
Quarterly review sessions
12 months dedicated support
How the Consulting Program Works
Initial Consultation
We start with a detailed consultation to understand your current situation, goals, equipment types, sales volume, and what you want your equipment finance department to accomplish.
Custom Program Design
Based on your needs, we design a custom consulting program including workflow design, documentation templates, training schedule, and implementation timeline tailored to your business.
Implementation & Training
We deliver all systems, templates, and SOPs, then conduct training sessions with your team to ensure everyone understands processes and can execute effectively.
Ongoing Support & Refinement
As you begin operating your equipment finance department, we provide ongoing support, answer questions, and help refine processes based on real-world experience.
Why Build Your Own Equipment Finance Department
Increased Revenue
Capture financing revenue in-house rather than referring buyers elsewhere. Build a profit center within your equipment sales operation.
Control the Process
Manage the entire financing process yourself, from application through funding. No waiting on external partners or losing visibility into deal status.
Better Buyer Experience
Provide a seamless experience where buyers work with your team for both equipment selection and financing, strengthening customer relationships.
Faster Deal Closing
Handle financing coordination internally without external delays. Move deals from application to funding more quickly.
Competitive Advantage
Differentiate your dealership by offering professional in-house financing. Many equipment sellers don't have this capability.
Build Long-Term Value
Create a valuable business asset. A functioning equipment finance department adds significant value to your overall operation.
Frequently Asked Questions
Timeline varies based on the program tier and your current situation. Foundation programs typically take 4-6 weeks, Growth programs 8-12 weeks, and Full Build programs 3-6 months. We'll provide a detailed timeline during your initial consultation based on your specific needs and goals.
No prior financing experience is required. Our consulting program is designed to take you from wherever you are today—whether starting from scratch or improving existing operations. We provide all the training, systems, and guidance needed to run a professional equipment finance department.
Our template library includes credit applications, equipment information sheets, buyer documentation checklists, deal tracking spreadsheets, lender submission forms, stipulation tracking tools, and internal workflow documents. All templates are customized for your specific business and equipment types.
Yes, staff training is a core component of all program tiers. We conduct training sessions with your team covering deal structure, lender requirements, documentation processes, and workflow execution. Higher tiers include multiple training sessions and ongoing coaching.
Absolutely. Many partners start with Foundation and upgrade to Growth or Full Build as their needs evolve. We'll credit your previous investment toward the upgraded program and seamlessly continue building on the systems already in place.
The Full Build tier includes lender relationship guidance, helping you understand how to approach and work with equipment finance lenders. While we don't provide direct lender introductions, we give you the knowledge and positioning to build those relationships effectively.
Support duration varies by tier: Foundation includes 30 days, Growth includes 90 days, and Full Build includes 12 months of dedicated support. After your support period, you can continue with optional ongoing consulting arrangements.
No, our consulting program serves equipment sellers of all sizes—from individual diesel mechanics who broker equipment to large multi-location dealerships. We customize the program scope and deliverables to match your business size and goals.
Ready to Build Your Equipment Finance Department?
Schedule a consultation to discuss your goals and learn how our consulting program can help you build or improve your in-house equipment finance operations.
Schedule a Consulting Call