Referral sources welcome!

As a broker, banker, or professional advisor, customers often look to you for advice on the best financing provider. We work hand-in-hand with brokers and referral sources to structure financing that helps your client, rewards you, and enables you to strengthen relationships while keeping you informed throughout the process.

We incentivize brokers with competitive referral fees for funded transactions.

We enable other lenders to respond to their clients’ equipment financing needs while they retain their other deposit or lending relationships.

We value our broker and referral relationships and look forward to helping you assist your clients. Contact David Levy today to learn more about setting up a broker agreement or to discuss a referral.

Having the right equipment financing can free up capital for other business expenses, relieve budget stress with more manageable payments, and let you preserve your business credit line for other working capital needs. Our sister company, Utica Equipment Finance (UEF), specializes in providing credit-based equipment finance products from $1 million to $50 million to North American businesses with custom solutions that help you feel certain about your future.

Industry affiliations