- DEALER SET UP

• Dealer sends in a completed Dealer Profile Form via email to: sales@westernequipmentfinance.com

• OR dealer completes an online Dealer Profile Form here: go.westernequipmentfinance.com/dealer-profile

• 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
• 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 for each signer

  • The dealer may be copied on DocuSign notifications upon request

- 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

Sheila Schmaltz Program Manager sheila.schmaltz@westernequipmentfinance.com 701-665-1648

Joel Schuman VP / National Business Development joel.schuman@westernequipmentfinance.com 866-806-8021