Many customers misunderstand why they receive certain financing terms or why lenders request extra documentation. In equipment finance, underwriting involves more than just credit or cash flow—it’s a complex, risk-based process. This blog teaches brokers how to clearly and empathetically explain underwriting to their customers, helping them set expectations, reduce friction, and build trust throughout the financing journey. Use the CLEAR framework to guide better conversation

Eliminate friction and close more deals with the F.L.O.W. framework for equipment finance brokers. A guide to building a smoother workflow

Discover how to use buyer psychology to close more equipment finance deals with proven, practical strategies every broker should know.