FixFin — Automotive Equipment Financing
QUOTES

EQUIPMENT FINANCING
DOCUMENTATION CHECKLIST

What may be requested in an equipment financing application — gathered in one practical checklist. You don't need all of it to start.

AUDIENCE: SHOP OWNERS & OPERATORS5 MIN READLAST UPDATED: SEPTEMBER 2026REVIEWED BY FIXFIN EQUIPMENT FINANCE TEAM
Business desk with laptop and quotation documents prepared for an equipment financing application.

A complete application moves faster. This checklist gathers in one place the information that may be requested during an automotive equipment financing request — depending on the financing program, the transaction and the equipment.

The key word is "may": every program is different, and you can start the application long before every item is gathered.

THE CHECKLIST

ABOUT THE BUSINESS

Business legal name
Business contact details — address, phone, email
Nature of the business and how long it has been operating, where applicable
Ownership / principal information where the applicable program requires it

ABOUT THE EQUIPMENT

Equipment quote from the vendor
Vendor information — who is selling the equipment
Equipment description — category, brand, model, quantity
Purchase amount
New or used condition
For used equipment: serial number, age and photos of the actual unit, where available

ABOUT THE TRANSACTION

Installation costs, where applicable
Freight or delivery charges, where applicable
Other directly related costs shown on the quote

WHERE THE PROGRAM REQUIRES

Business financial information, where required by the applicable financing program
Principal / personal information, where required by the applicable financing program
Supporting documentation the program asks for

Every financing program is different — this is a preparation checklist, not a universal underwriting requirement. The application tells you exactly what it needs, when it needs it.

HOW TO USE THE CHECKLIST

01

1. START WITH THE QUOTE

An itemized vendor quote anchors the request — equipment, pricing, installation and freight. Don't have it yet? You can still start the application.

02

2. CONFIRM THE EQUIPMENT DETAILS

Brand, model, quantity, new or used — and for used equipment, the serial number and photos that identify the actual unit.

03

3. PREPARE THE BUSINESS INFORMATION

The basics most programs ask for — legal name, contact details, business structure and operating history where applicable.

04

4. COMPLETE THE APPLICATION

The application requests principal or personal information only where the applicable program requires it, and explains it in context.

READY TO APPLY?

Start the application with what you have — the request tells you what it needs as you go.

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FREQUENTLY ASKED QUESTIONS

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GATHER THE DETAILS.
START THE APPLICATION.

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