Vertiqa keeps every applicant, document, stipulation, funder update, and next step visible from first inquiry to funded deal.
It is not a lending core. It is the application and follow-through layer your team actually works in every day.
Built for discovery-stage pilots with equipment finance brokers and originators.
Application package
Excavator finance request
Amount
$186K
Vendor
Metro Equipment
Owner
Avery
Portal application submitted
Applicant uploaded invoice, ID, and company profile
Bank statements requested
Owner assigned, due tomorrow
Package queued for funder review
Draft note ready for human approval
Next best action
Send the bank-statement request and keep the applicant updated before the funder SLA slips.
Equipment finance teams lose momentum when the real operating truth is split across email, spreadsheets, PDFs, lender portals, and someone's memory.
Start with the work your team already does. Vertiqa gives it memory, ownership, and a visible next step.
A broker sends a portal link. The applicant completes the finance request and uploads the first document set.
Application details, documents, calls, emails, notes, funder status, and next steps stay tied to one financing request.
Bank statements, invoices, tax docs, IDs, guarantees, or vendor paperwork get an owner, due date, and follow-up path.
AI can help summarize the package and draft follow-up. Humans review, approve, and send important communications.
Equipment financing is regulated, document-heavy work. Vertiqa helps your team manage the package and the follow-through. It does not pretend to replace the systems that make credit, servicing, accounting, or legal decisions.
Vertiqa gives each role the same operating memory without forcing everyone into a heavy lending platform.
See each deal, applicant, vendor, funder, next step, and promised follow-up in one place.
Know which documents are missing, who owns each stip, and what must happen today.
Send clear requests, capture uploads, and answer status questions from the actual timeline.
Best-fit teams
Vertiqa is a strong fit when the owner or operator can point to real deals that slowed down because application details, documents, or funder status were scattered.
5 to 50 person broker or originator teams
Document-heavy application flow
Multiple funder relationships
Visible missing-info and follow-up leakage
Human review required before important send
Willing to run a paid, focused pilot
Cross-links
Each agent is governed by approval and memory. See what it does on the Vertiqa OS.
Bring one recent deal that stalled because of missing information, documents, or funder follow-up. We will map where Vertiqa fits and where it does not.