Turn equipment financing enquiries into pre-approval-ready leads
Ask about equipment type, business revenue, and financing timeline upfront, then collect the vendor quote and bank statements before a file lands in your CRM.
The exact intake your equipment financing leads complete
This is the real 7-question guided intake for Equipment Financing — the same flow your customers finish before you ever pick up the phone.
What a qualified equipment financing lead should tell you
Financing arranged to purchase new or used business equipment, qualified based on the equipment category, the borrower's business revenue and operating history, and how soon the purchase needs to close.
- Equipment Finance
- Equipment New Or Used
- Business Generating Revenue
- Long Has Business Been
- Owner Or Authorized Representative
- Financing Be In Place
- Have Specific Equipment Vendor
The questions your team needs answered
Every equipment financing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of equipment are you looking to finance? | The equipment category determines which underwriting specialists and loan-to-value assumptions apply to the file. |
| Is the equipment new or used? | New versus used equipment changes depreciation schedules and collateral value, which shapes loan terms even though it isn't a scored field. |
| Is your business currently generating revenue? | A revenue-generating business carries the highest weight here because it demonstrates the cash flow needed to service equipment payments. |
| How long has your business been operating? | Longer operating history earns more scoring weight since it signals lower default risk on the equipment loan. |
| Are you an owner or authorized representative of this business? | Confirming the respondent is an owner or authorized representative carries the top weight because unauthorized inquiries generally can't be underwritten. |
| When do you need the financing to be in place? | Borrowers who need financing immediately are flagged urgent so pre-approval calls get prioritized ahead of exploratory inquiries. |
| Do you have a specific equipment vendor or quote already identified? | Knowing whether a vendor quote already exists shows how close the borrower is to a purchase decision and how ready the file is to move forward. |
How Cliont scores equipment financing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Business Generating Revenue: yes
- Less than 1 year
- 1 to 3 years
- 3 to 5 years
- More than 5 years
- Owner Or Authorized Representative: yes
Urgency signals
- Immediately
See the lead your team receives
Equipment Financing Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for equipment financing workflows
| Cliont capability | Equipment Financing application |
|---|---|
| Weighted scoring logic | Automatically weights revenue status, time in business, and owner/authorized-representative answers so files without a clear borrower or track record don't land in your CRM marked ready-to-close. |
| Branching question flow | Surfaces equipment type and new-versus-used status early so construction, medical, restaurant, and vehicle financing enquiries route to the underwriting path that fits. |
| Urgency flagging | Flags borrowers who select 'Immediately' for financing timeline so pre-approval calls get scheduled ahead of 'just exploring' inquiries. |
| Document collection | Requests the vendor quote and business bank statements alongside the intake answers so the file arrives in your CRM with the financing basics already attached. |
Common equipment financing lead scenarios
Urgent purchase with vendor lined up
The borrower needs financing immediately, already has an equipment vendor quote, and runs a revenue-generating business — the intake flags this as top priority for a pre-approval call.
New business without trading history
A company under a year old that is already generating revenue scores lower on time-in-business but doesn't get discarded, since the catalog has no disqualifying signal for early-stage borrowers.
Inquiry from a non-owner contact
Someone fills out the form on behalf of the business but isn't the owner or an authorized representative, which carries the lowest weight on that question and flags the file for extra verification before scheduling.
Exploratory inquiry, no timeline set
A borrower selects 'Just exploring options' for financing timeline and has no vendor quote yet, signaling a longer nurture cycle rather than an immediate pre-approval call.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More commercial lending intake templates
Equipment Financing lead-intake FAQs
Does the intake capture what type of equipment is being financed?
Yes — borrowers select from categories like construction machinery, vehicles, medical equipment, restaurant equipment, and more, so files route toward the underwriting workflow that fits that equipment class.
What happens if a borrower doesn't have a vendor quote yet?
The intake asks directly whether a specific vendor or quote has been identified, which tells your team how far along the purchase decision is before you invest time on a pre-approval call.
Does the intake flag leads who aren't the business owner?
Yes — confirming the respondent is an owner or authorized representative carries the highest weight in the catalog, since unauthorized inquiries generally can't move to underwriting.
How does the intake identify urgent financing needs?
Borrowers who select 'Immediately' for when financing needs to be in place are flagged as urgent, so those leads surface ahead of borrowers who are just exploring options.
Does time in business change how a lead scores?
Yes — the catalog weights businesses operating more than five years higher than newer businesses, but every tier from under one year to over five years still generates a scored lead, not a disqualification.
Is new equipment financing treated differently from used equipment in the score?
The new-versus-used question is captured for context on collateral value, but it isn't a weighted scoring field in this catalog — revenue, time in business, timeline, and ownership drive the score.
Turn equipment financing visitors into qualified clients
Give every equipment financing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.