DOCS ONLINE
You may download documents from this page. Documents are in MS Word, Rich Text Format. You may reformat documents to integrate into your system. Documents may, from time to time, be improved or updated.
Note: You may be asked several times for your User Name and Password. Please continue until the document is opened.
Lease Document Library
Customer ID Requirements Patriot Act Compliance Requirements for Customer ID
Lease Funding Checklist Lease Funding Checklist
Affidavit of Sole Ownership For Use with a Sole Proprietor
Assignment of Lease Use when you are assigning a remaining payment stream.
Corporate Resolution Use to authorize the signer on behalf of the corporation.
LLC Resolution Use to authorize signers for a limited liability corporation.
Partnership Resolution Use to authorize signers for a partnership.
Disclaimer of Ownership Use when the lessee has made a down payment or is being reimbursed for a DP.
Generic Lease Agreement Two page lease. You may add a Schedule A, as needed.
Insurance Information Lists equipment, insurance carrier and insurance coverage requirements.
Insurance Instructions Diagram of a properly completed Accord Insurance form.
Personal Guarantee Additional guarantee form if > 2 guarantors.
Notice of Assignment Notifies the lessee the remaining payments are assigned to EFG.
Funding Checklist/Transmittal Form Check off for all documents needed for funding and the financial details of the transaction.
Purchase Option
Discloses lease-end option to lessee. Broker may assign $1.00 to EFG and
collect residual from lessee. It is the broker's responsibility to collect
residual.
"PUT" Agreement For use when structuring a balloon-type residual, sold to EFG.
Hold Harmless Agreement For use with a pre-fund. Pre-funds must be approved by EFG.
POA For Transcore For use when ordering titling, liens and registrations (Transcore Title Service).
POA For Road Ready For use when ordering titling, liens and registration (Road Ready Title Service)
Schedule A To add equipment description to the lease.
ACH Agreement To sign up for Automatic Payments.
Texas $1.00 Buyout For use when the lessee is located in Texas and the lease is $1.00 out.
Security Deposit Provision For use when there is a refundable security deposit; explains the provisions.
Landlord Waiver Required for equipment affixed to real property; lender's discretion.
Signature Page For use when adding a Co-lessee.
Change Addendum For use when changing terms of the documents, corrections or omissions.
One and the Same Statement For use when a customer does not use their legal name when signing documents.
Delivery & Acceptance Form For the customer to acknowledge D & A of equipment. Use this form (undated) for Prefunds!
Warranty Bill of Sale Bill of Sale for private party transactions.
EFA Documents
Equipment Finance Agreement Total agreement, including Schedule A and Paid Proceeds Letter
Corporate Resolution-EFA Use to authorize the signer on behalf of the corporation.
Personal Guarantee Use one (1) form for each guarantor.
Assignment Assigns the remaining payments to us. This document can be used for leases or EFA's.
Titling Instructions An easy to use form for title preparation.
Please use the Sole Ownership, Insurance Form, LLC Resolution, Notice of Assignment, Transmittal, Hold Harmless and ACH from the list above.
Questions
on Docs? Email us!
