OUR PROCESS

Fast and Easy Process

We evaluate each loan through our unique storybook credit process.

  • Credit Criteria

    Where other financial firms look at just your credit score, here at CRD Financial we consider all facets of your business.

  • Custom Solutions

    Our approach provides the ability to assist a diverse and wide range of customers overlooked by other firms.

  • At the end of the day...

    We want to get you the equipment you need to see your business grow! We look forward to working with you.

How It Works

STEP ONE

Application

The first step of the process is completing an application. We offer an online version of this form along with a printable. We typically request bank statements along with proof of time in business with the application.

STEP TWO

Approval

Once we receive the required documents we get back with you within 24 hours with a formal term sheet. This entails a phone call to allow you a chance to ask any questions and an email containing the term sheet.

STEP THREE

Signing Documents

Once you accept the approval it stays open for 90 days while you shop. When you've decided on a specific piece of equipment, we reach out to the vendor and gather an invoice along with the other items to create documents. Then you will receive an email with printable or edocs.

STEP FOUR

Funding

When documents have been received they get sent to our funding team. They review them one final time and let us know if anything needs to be updated. With that either a wire or check is sent out to the vendor or private party seller you are working with!