Referrals

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 only consider transactions of $1 million and above.
  • You must be working directly with the client – No Broker Chains.
  • We do not not pay referral fees.
  • Any compensation agreement you have with your client will need to be paid directly by your client to you.
  • We will not circumvent any of our original referral sources.
  • We will keep you fully engaged during the process.

Documents needed for new submissions:

Collateral 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
  • Current A/R and A/P Aging Reports
  • Executive Summary or “The Story”

Please feel free to call Jim Buckingham at 972-885-8899 to discuss your clients needs or email a full credit package to [email protected]

We look forward to building a lasting relationship with all of our referral partners.