Simple setup
Begin with a clear agreement, one direct route, and a named LeasePoint contact.
Program Refer
Introduce the opportunity. We take it from there.
Refer gives advisors, consultants, associations, and other trusted partners a direct way to connect equipment buyers with LeasePoint. You make the introduction; a named LeasePoint contact manages the financing conversation and keeps you informed.
Program value
Make a trusted introduction and stay informed.
Buyer credibility
Give the buyer a professional financing experience without becoming the finance desk.
Consistent follow-up
Know that your introduction was received and get the updates available to your role.
Program fit
Refer is designed for trusted introductions.
May fit when
- You advise buyers or equipment sellers and occasionally encounter a financing need.
- Your team wants a simple route into equipment financing without operating a program.
- A named contact and clear follow-up matter more than embedded technology.
Consider another program when
- Choose Launch when a seller team needs to test one category for 90 days.
- Choose Core when financing should become a repeatable part of every sale.
- Choose Flex when the equipment needs a specialized commercial structure.
Inside Refer
What Refer includes.
- Named LeasePoint contact
- Your LeasePoint contact receives introductions and coordinates follow-up.
- A simple way to introduce
- Use an agreed email, link, or warm handoff that fits your existing workflow.
- Funding Concierge
- A human specialist guides the buyer through the financing conversation.
- Apply for the buyer
- The buyer receives a secure route to submit the information needed for review.
- Status updates
- You receive appropriate milestone updates without access to sensitive credit data.
- A clear information boundary
- Roles and permissions are established before the first introduction.
How it works
A clean handoff from introduction to outcome.
- Step 01
Agree
Confirm the relationship, scope, and information boundary.
- Step 02
Introduce
Connect the buyer and provide the relevant equipment context.
- Step 03
Guide
The Funding Concierge takes the financing conversation forward.
- Step 04
Review
The buyer moves through secure application and transaction-specific review.
- Step 05
Close the loop
You receive the updates available to your role and any next steps.
Refer in practice
What LeasePoint manages
After the introduction, LeasePoint owns the finance workflow while protecting the buyer's information.
Connect with the buyer
- Buyer conversation
- Needs discovery, payment context, and clear expectations.
- Secure application
- A direct path for buyer and business information.
Prepare the transaction
- Transaction packaging
- Equipment, vendor, and transaction details assembled for review.
- Lender coordination
- One accountable team coordinates available funding paths.
Coordinate completion
- Documentation
- Approved transactions move through documentation and closing requirements.
- Funding coordination
- Final documents, vendor requirements, and funding conditions stay aligned.
Technology in this program
Technology is available without becoming a requirement.
Optional
Signal
Guided next stepIn Refer: Use seller guidance only when the referral relationship needs it.
Included
Apply
Secure buyer intakeIn Refer: Give every referred buyer a direct application route.
Optional
Partner
Vendor updatesIn Refer: Add role-based milestones when referral volume supports it.
Program responsibilities
Clear ownership from the first day.
LeasePoint and your team agree on responsibilities before the program begins, so every handoff has a clear owner.
LeasePoint handles
- Buyer financing conversation
- Application and documentation workflow
- Transaction-specific credit review
- Transaction updates
Your team handles
- A qualified introduction
- Accurate equipment and seller context
- Buyer consent for the connection
- A single relationship owner
Compare programs
How Refer compares with the other options.
Compare purpose, scope, ownership, technology, and the next operating decision across all four programs.
01IntroduceYou are here
Refer
Begin with a clear agreement, one direct route, and a named LeasePoint contact.
Current program02Prove
Launch
Learn from actual seller behavior and buyer movement, not workshop assumptions.
Explore Launch03Scale
Core
Give every representative the same language, boundaries, and next action.
Explore Core04Structure
Flex
Revisit opportunities that stall because the standard payment shape does not fit the sale.
Explore FlexIndustry fit
Trusted introductions happen across equipment categories.
Program fit depends on the sales motion, equipment economics, buyer context, and operating scope.
Aesthetics
Connect practices evaluating revenue-producing platforms.
Dental
Support introductions for practice technology and operatory equipment.
Veterinary
Give veterinary operators a direct path for equipment purchases.
Wellness
Route specialized wellness equipment opportunities to a finance specialist.
Refer questions
Questions about Refer.
Do I need to operate a financing program?+
No. Refer is specifically designed for a trusted introduction and a clear handoff.
Will I receive status updates?+
Yes, within the role and information boundaries agreed for the relationship.
Is an introduction a credit approval?+
No. Every transaction is reviewed on its own facts, and financing is subject to approval and documentation.
Can Refer grow into another program?+
Yes. Consistent referral activity may support a Launch or Core conversation when the operating need changes.
Next step
Ready to make an introduction?
Tell us who you serve and how introductions happen today. We will define the cleanest starting point.Start the conversationSubmitting an inquiry does not create a program, financing commitment, or approval. Availability depends on review and applicable requirements.