Onboarding

Pricing
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FAQ

Close-Bridge Client Onboarding

Welcome to Close-Bridge. This form gives our team everything needed to build and launch your campaign. Please complete it accurately and in full. Your answers will also be used to establish your lead qualification criteria.

First name

Last name

Are there any states or you DO NOT want leads from?

What types of equipment do you finance?

Construction

Trucking / Transportation

Medical

Restaurant

Agriculture

Heavy Equipment

Commercial Vehicles

Other

Absolute minimum financing amount you'll accept?

Absolute maximum financing amount you'll accept?

Absolute Minimum FICO score required?

Absolute minimum time in business required?

Startup accepted

3+ months

6+ months

12+ months

24+ months

Absolute minimum monthly / annual revenue requirement, if any?

Any equipment types you WILL NOT finance?

Any additional requirements that must be met for you to consider an opportunity qualified?

Qualification Criteria Confirmation: The criteria provided above will be used by Close-Bridge to determine whether an opportunity meets your requested qualifications. Please verify that all information is accurate before submitting.

Information is accurate

Lead notification email(s) with the sales person(s) name in front so there is proper communication from lead team to sales team.

Lead notification phone number(s) with the sales person(s) name in front so there is proper communication from lead team to sales team.

Minimum notice required before an appointment?

Any days/times we should NEVER schedule?

Facebook Page Name

Meta Business Portfolio/Manager ID (found in facebookk business suite under business info)

Email associated with the facebook page.

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