At Viking Equipment Finance we greatly appreciate our referral partners and value the trust that each of you show by consistently bringing your clients to us for transactions that don’t fit with your current lending relationships.
We are actively seeking to establishing relationships with new referral partners including Accountants, Bankers, CPAs, Credit Unions, Lawyers, Sponsors, Investment Bankers, Equipment Dealers and most other professionals.
General overview for referral transactions:
- We are currently only interested in transactions of $1 million and above.
- You will need a fully executed fee agreement with your client if you are seeking compensation.
- We do not not pay referral fees, but will honor signed fee agreements between you and your client.
- You must be working directly with the client – No Broker Daisy Chains.
- We will not circumvent any of our original referral sources.
- We will keep you fully engaged during the process.
Documents needed for new submissions:
Asset Based Program:
Credit Based Program:
- Completed Application
- Equipment Details – Invoices, Photos, Equipment List
- Last 3 years financial statements (prefer audited or reviewed)
- Current Year-to-Date Income Statement & Balance Sheet
- Current Debt Schedule
- Executive Summary or “The Story”
Please feel free to call Jim Buckingham directly at 612-282-6477 to discuss your clients needs or email a full credit package to [email protected]
We look forward to building a lasting relationship with all our referral partners.