OUR PROCESS

A Fast and Simple Approach

We evaluate each loan through our unique storybook credit process.

  • Credit Criteria

    When other financial firms look at just your credit score, CRD Financial considers all facets of your business.

  • Custom Solutions

    Our approach provides us the ability to assist a widely diverse range of customers that are overlooked by other firms.

  • At the end of the day...

    Our goal is to get you the equipment your business needs to grow. We look forward to working with you!

How It Works

STEP ONE

Application

The first step of the process is completing an application. There is an online and printable version of this form. Typically we request bank statements and proof of time in business to accompany the application.

STEP TWO

Approval

Within 24 hours after receiving an application, CRD will present you with a formal term sheet. This includes an email and phone call to discuss terms and answer any questions you may have.

STEP THREE

Signing Documents

Once approved, you will have 90 days to shop for any necessary equipment. Afterwards, CRD will contact the seller on your behalf to gather an invoice/bill of sale, condition report, photos and a copy of the title/proof of ownership. A set of funding documents will be arranged by CRD and sent to you to print or fill out electronically.

STEP FOUR

Funding

The completed funding documents will be reviewed by our team for possible issues and any contingencies to funding. After all contingencies are addressed, you will receive a phone call from CRD Financial to confirm that the deal is ready to be completed and we will wire or send a check to the seller at your approval.