How to Refer a Customer to SCL Equipment Finance

This guide is designed to make referring a customer for financing simple and easy. SCL Equipment Finance works directly with the customer while supporting your sales process every step of the way.

Step 1: Introduce Financing Early

Let the customer know that financing is available and that SCL Equipment Finance can help structure affordable payments.

Suggested language:
We work with SCL Equipment Finance to help customers put equipment on monthly payments. I can introduce you, and they will take care of the rest.

Step 2: Make the Introduction

You can refer a customer in one of the following ways:

• Send an introduction email to your rep at SCL
• Copy SCL Equipment Finance on an email with your customer
• Have the customer apply online

Please include:

• Customer company name
• Contact name, phone number, and email
• Equipment being quoted (if available)
• Estimated purchase amount

Step 3: SCL Handles the Financing

Once introduced, SCL Equipment Finance will:

• Contact the customer directly
• Review payment options and terms
• Collect the credit application and required information
• Communicate approval status clearly and promptly

You remain focused on selling equipment while we manage the financing process.

Step 4: Stay Informed & Close the Sale

We keep you informed throughout the process, including when:

• The customer is approved
• Terms are finalized
• Documents are signed
• Funding is scheduled

Our goal is to help keep deals moving and prevent delays.