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Brantley Denton, Director of Vendor Development • April 20, 2023

What Do You Look for In Lending Partner?

When you do business with us, we want you to think that you are our only customer. I once had a vendor partner tell me this… "I forget that you have other customers that demand your attention… How you handle our business makes me think we are your only customer." To this very day, I remember the customer, the place, and the time of that conversation. I do my best to live by this standard. This was the best compliment I believe I could have ever received. And it’s a testament to how our clients view us as a company. So, let’s explore why our clients choose us.


Before we move on, ask yourself these two questions.

  • What do you expect from your lending partner?
  • Are you getting what you expect?


Customer Attention Strengthens Customer Retention

In an industry of similarity, more often than not, the stand-outs are not the biggest companies but the ones that focus on satisfying their clients' needs. Our company was founded on this principle, and since our inception, we have not deviated from this core philosophy.


Let’s Be Reminded Of The Most Obvious First

Every lender is going to remind you how excellent their service is. They are going to remind you how convenient their process is for you. They are going to remind you how competitive their rates are. How friendly their staff is. How quickly they process documentation. The list can go on forever.


We believe all these qualities are essential and are what you should expect, not deserve. You deserve so much more from the lender you call your partner. Think about this… No lender would suggest that their rates are not competitive. No lender would suggest that their turn-a-round time is longer than expected. It’s comical even to think this.


Don’t Take For Granted The Simple Things

What can you get from your lender that can genuinely make a difference? We ask our clients to rank us all the time. Who better to ask what sets us apart from other lenders than those who trust us every day. That is why I have compiled a list of key qualities that our clients, both equipment dealers and their customers, say help them meet their needs the most. Remember that these are not considered “program benefits”… that is another topic we will discuss later. Instead, this list below consists of simple things that have impacted our clients the most.


Availability - When you need us, you need us. Sometimes that means after hours. That is why each of our account managers makes their mobile phones available.


Live Conversation - When you call our office, you’ll speak with a live person, not a complex voicemail system that will take 30 minutes to work through. We understand that your time is valuable.


Returned Calls - We are always on the phone with clients. If you happen to call and your Account Manager is helping another client, you can be assured of a prompt return call within just a few minutes of your message.


Email/Text Reply - Many of our clients prefer emails and/or texts as a critical form of communication. Our account managers will always reply to your emails or texts. We always acknowledge that we received it and will be responding promptly to your request.


Never Second Guess - Our clients should never have to second guess the status of their project. Whether it is in for quoting, credit, or funding, our objective is to connect with you first. We are updating you before you have to take time out of your schedule to inquire. This is key!


Lead Generation - We can track your project for you from the quote stage all the way to the funding stage, with real-time updates along the way. Plus, we can generate any report you desire about your specific business portfolio, helping further your marketing efforts.


Industry Specific - As a lender, we provide funding for all kinds of equipment. Our Account Managers are trained to be industry-specific, providing you with a much better experience.


Client Advocacy - We help our clients meet their goals. When warranted, we question decisions made by our underwriting team, seeking to find a better way to help you make your sale or for your customer to invest in your equipment.


If you are an existing partner with Tri-Lease, we are grateful for your feedback and commitment to keeping us the best we can be. For those exploring your lending options, we encourage you to look at the simple things. Ask yourself a few questions.

  • How complacent is your lending partner?
  • Are they being responsive to your simple needs?
  • Are they good at advocating for you and your customer?
  • Are they helping generate other selling opportunities for you?
  • Are they really representing you as you want to be represented?


But perhaps, most importantly, ask yourself this question… Is your lending partner making you feel like you are their only client? Only you have the answer to that question. We can certainly find the right solution for you. Give us a call today to get started.

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