What Tools Do You Need as an Equipment Finance Broker? | Broker-in-a-Box
The actual tools, documents, and systems you need to start brokering equipment finance deals. No fluff. Just what works and what it costs.
Frequently asked questions
Do I need expensive software to start?
No. Google Workspace for email, a spreadsheet for tracking, and a basic website. Total cost under $50/month. Upgrade when revenue justifies it, not before.
What CRM do equipment finance brokers use?
There is no industry standard. HubSpot (free tier), Pipedrive, or a well-built spreadsheet all work. The system matters less than actually using it. A spreadsheet you update daily beats a CRM you ignore.
Do I need a credit reporting service?
Not on day one. Most lenders pull their own credit. Some brokers add pre-screening tools like Nav or Credit.net as volume grows, but it is not a startup requirement.