USA Dealer Power Up Binder - Flipbook - Page 45
Kress Retail
Finance Process
DEALER SET-UP
»
»
»
Dealer sends in completed Dealer Profile Form via email to:
sales@westernequipmentfinance.com
Western Equipment Finance (WEF) will have dealer set up for funding within a couple of hours
NOTE: If dealer has worked with WEF in the past, there is no need to submit another Dealer
Profile unless funding information has changed
CREDIT APPLICATION
»
»
»
»
Customer or dealer submits credit application to WEF online or via email or fax:
+ Online:
westernequipmentfinance.com/kress/
+ Email:
applications@westernequipmentfinance.com
+ Fax:
(800) 215-6799
Credit decision is communicated to the dealer and/or customer (approx. 60 - 90 minutes)
Additional information will be requested for larger transactions and initial declines
Western Finance Solutions may provide additional financing options to applicants who do not
qualify for standard programs
APPROVED APPLICATION
»
»
»
Dealer sends WEF an equipment quote or invoice
WEF sends finance documents to the customer and/or dealer via DocuSign, email, or fax
(DocuSign is preferred)
+ To utilize DocuSign, WEF will need a driver’s license as well as a direct email address and cell
phone number for each signer
+ The dealer may be copied on DocuSign notifications upon request
Approvals are valid for 120 days, and rates lock in for 60 days from the date of approval
SIGNED DOCUMENTS RECEIVED
»
»
»
»
WEF notifies the dealer and requests the final invoice including applicable serial number(s)
Dealer sends WEF the final invoice
WEF completes the verbal verification with customer via phone
Dealer is funded within 24 hours of receiving all necessary documentation and verbal verification
with the customer
YOUR WESTERN TEAM
Ashley Schuster
Account Manager
701-665-1606
ashley.schuster@westernequipmentfinance.com
Joel Schuman
VP / National Business Development
866-806-8021
joel.schuman@westernequipmentfinance.com
503 Hwy 2 W • Devils Lake, ND | 800-451-7087 | www.westernequipmentfinance.com