Additional Documentation Needed

This information is requested to assist us in providing the best service/rates possible and is only needed on applications over $50,000. Please provide as much information as possible. Thank you.

1. Company Financial Information

  1. Last three (3) years of financial statements.
  2. Current interim / year to date financial if more than 3 months since last full year statement.
  3. Last three (3) years of tax returns. 

2. Owner / Principle Financial Information (Please list all owners / principles that apply)

  1. Personal financial / net worth statements.
  2. Last three (3) years of personal tax returns
     

3. Vendor Information

  1. Full vendor contact information (address, phone #’s, email & website addresses, contact person, etc.)
  2. Complete list of equipment with descriptions and costs. Please include shipping, installation, training and any maintenance agreement costs.
     

4. Additional / Helpful Information if Applicable

  1. Are there any pending / outstanding / potential contracts that are related to this project / need of funds?
  2. Are there any additional sources (individuals, companies, banks, government/state, etc.) that would be willing to guarantee and/or partner with you on this project? Please provide full contact information (address, phone #’s, email and website addresses, contact person, etc.).
  3. Are there any large projects in the past that might be recognized locally / nationally / globally under this company or any of its owners?
  4. Are there any advertising materials on the company that can be included (propaganda, pamphlets, brochures, etc.)?
  5. Are there any advertising materials on the equipment and or vendor that can be included (propaganda, pamphlets, brochures, etc.)?
  6. A copy of a driver’s license, personal ID or passport (something with a picture) on all owners / principles of the company that are involved or apply to this transaction / project would be appreciated. 
  7. To insure that all documents are legible, we request that this information be sent by e-mail or mail courier rather than faxing if possible.

  The Application
Approval time is greatly improved if the application is filled out completely. Some key areas are (a) bank reference, complete with phone numbers, account numbers and the name of a contact person, and (b) three trade references.

Trade references should be someone with whom you are presently doing business, or have done business on a charge basis (i.e. suppliers, other lease companies, fuel, feed, etc.).

Be sure to include phone numbers and the name of a contact person. It is very helpful if the applicant tells his references that we will be calling (especially the banker) and asks them to cooperate in providing the information we request to process the lease application.

Application Guidelines
The following guidelines indicate the documents needed to apply for our various lease programs:

Farm Equipment

  • Completed application
  • Current financial statement
  • Three years tax returns over $100,000

Commercial Equipment

  • Completed application
  • Current financial statement over $100,000
  • Three years tax returns over $100,000

Commercial & Farm Equipment (Application Only Program) 

  • $10,000 - $75,000
  • Three years in business -- $10,000 to $34,999
  • Five years in business -- $35,000 to $74,999
  • Clean personal credit history

Approval Guidelines 

  • Applicant must have good credit history
  • Positive banking relationship
  • Cash flow to support the request
  • Equipment must be for farm or business use

Application Forms & Worksheets
To access our online printable application forms and worksheets, please click here:   
Lease Application  

Approval Time
With a completed application package as described above, lease approval time is usually 2 to 4 business hours

Lease Application


    
 How do I apply for my lease with CapitalManagers, LLC Equipment Leasing Program?

Simply complete our online lease application or download the PDF to print and fax or email it to us.

Click here to access the Online  Lease Application

(See Additional Documentation)  Click Here____ 

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