Equipment deals need specific intake
Equipment finance is not a generic contact form. The workflow often needs asset type, invoice details, vendor information, borrower data, bank statements, and supporting documents before review can move.
Equipment Finance
Equipment Finance Broker Software
For Cleaner Applications and Faster Review.
Big Tuna can customize broker portal workflows for equipment finance teams that need to collect asset details, borrower information, documents, vendor context, and partner-ready packages.
Custom application fields for equipment and borrower details
Document collection for invoices, statements, IDs, and entity files
Partner routing based on product, amount, and fit
CRM and workflow automation for follow-up and status tracking
Package quality drives speed
When the portal collects the right details up front, the team spends less time chasing files and more time reviewing qualified opportunities.
Routing should match partner appetite
Different partners care about equipment type, deal size, industry, credit profile, and documentation. Big Tuna can help build workflow rules around those realities.
Workflow
From equipment request to partner-ready package.
1
Collect the application
Use branded forms and portals to collect borrower, vendor, equipment, and financing details.
2
Gather documents
Request invoices, bank statements, identification, entity documents, and supporting files in one workflow.
3
Route the package
Use partner rules and internal criteria to organize the package for the right funding path.
Questions
Straight answers for funding teams.
Can Big Tuna support equipment finance workflows?
Yes. Big Tuna can customize application fields, document requirements, CRM mapping, and partner routing around equipment finance workflows.
Can applicants upload invoices and supporting documents?
Yes. The portal can collect required documents and keep them tied to the application or CRM record for review.
Can this work for brokers and funders?
Yes. The workflow can support broker-side intake and partner submissions or funder-side package review and operational automation.