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BROKER CHECKLIST

Mesa Leasing, Inc. structures leasing and financing solutions for your clients. In order for us to provide the right solution, we provide a checklist to our brokers. It's a guideline of the questions you should be asking your client during your initial conversation. What do they want to buy? Why? How much money is it going to generate for
the company.

This checklist provides every broker a "cheat sheet" when interviewing a client. Once completed, the information gathered will be all you need to determine to which of your funding sources you should take the application. In fact, if you've taken the time to know your funding source, you should have a fair expectation of its approval because you have chosen the right funding source for
the applicant.

Download Our Free Checklist

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