A: Yeah, it was a situation where not only were they trying to get it done quickly in order to obtain the equipment and make the purchase before 2018 was over for tax purposes, but that also meant they were trying to do that during the holiday season, in which they were going out of the country to England to spend the holidays with their family.
A: It’s a once in my career of being here in which I’ve had those two situations occur at the same time.
A: It was a little bit over a week before January first when they initially pre-qualified in our system.
A: This was a dump truck… It was titled, so it takes longer.
A: Keeping in mind that they would not be in the country, it made it a lot better knowing that I could be in control of the process for them. I was dealing with the lender and the dealer, and working through everything that we needed. I made sure that I got everything I needed from her up front so that when it came down to it, really all we needed to do was get docs signed, and have her brother-in-law pick up the truck.
A: Yeah, and having the ability to take the processes over for them.
A: Well, so like working out their insurance and stuff like that. It was all things that I got from her ahead of time so that when as soon as the deal got to a point where we were ready to go I had called her insurance, and worked out everything they needed from a policy standpoint so that all they needed to do was confirm it with the customer that the policy was going to change to ‘x’ and once they got their approval from that, it was done.
Absolutely. I mean, granted, they knew that they wanted to get a lot of things done before the end of the year, and I knew that they were leaving town early, so I had to set a little bit of a sense of urgency with them, but ultimately, they were very helpful in getting me what I needed to make sure it happened.
I was. We got it funded on December 30th, I believe.
With time to spare.
Yes, everything went smoothly, and they were glad that we were able to get it done before the start of the new year.
Next week we will check in with another one of our finance officers to continue to give prospective on how we are able to help customers just like you! Stay up to date and learn more from our valuable resources at www.AmericanEFS.com/The-Bottom-Line