How Equipment Finance Brokers Can Get More Clients in 2025

By Manpreet Singh | Published On: 18 July 2025

Looking to grow your finance brokerage? In today’s competitive market, getting new clients takes more than just word of mouth. Equipment finance brokers need a consistent pipeline of business owners looking for loans and leasing options, especially in industries like trucking, construction, and agriculture. The good news is that you don’t need a huge budget or a full-time sales team to make it happen. With the right mix of partnerships, online presence, and automation through tools like truck finance software, you can start attracting better leads and closing more deals faster. I am giving you 8 tips on how to get more clients in 2025. Let's start.

1. Partner with Equipment Dealers and Resellers

One of the fastest ways to get new clients is by building partnerships with equipment dealers. Whether it's a trucking company, construction equipment lot, or farm implement reseller, these businesses work directly with buyers who need financing.

Offer to be their preferred or exclusive finance contact.
Provide “Finance Available” flyers, signage, or website forms.
Use truck finance software to share instant quotes with both buyer and dealer.

2. Optimize Your Website for Local Financing Searches

Most buyers search online for options before applying for a loan. To be found, your website must be optimized for keywords like “truck financing Toronto” or “lease construction equipment Alberta.”

Create pages for different locations and equipment types.
Include FAQ-style blog posts like “How to get approved for a dump truck loan.”
Integrate a lead capture form connected to your equipment finance software.

3. Build a Referral Program

Referrals are powerful. When someone you trust sends you a broker, you’re more likely to work with them. Tap into this by offering a reward for referrals:

Give $250 cash or credit when a referred client funds.
Send simple referral links tied to your broker CRM.
Offer special rates for referred clients to create urgency.

4. Engage on Online Marketplaces

Buyers look for equipment on Facebook Marketplace, Kijiji, and similar platforms. Create posts that help them finance what they’re browsing:

“Looking at this used truck? Get it financed with low monthly payments.”
Add a mobile-friendly quote link or phone number in every post.

5. Run Targeted Facebook and Google Ads

Run smart ads to attract business owners shopping for equipment. Target by industry, keyword, or buyer behavior.

Target phrases like “bobcat lease,” “semi-truck loan,” or “equipment leasing company.”
Use a landing page powered by your truck finance CRM.
Test ads with headlines like “Get Pre-Approved in Minutes.”

6. Create Useful Educational Content

Instead of pushing sales, share content that helps business owners make better decisions. It builds trust and positions you as an expert:

Post on LinkedIn, YouTube, or your blog.
Ideas: “Lease vs Buy Equipment,” “Top 5 Reasons Truck Financing Gets Declined.”

7. Follow Up With Past Clients and Old Leads

People may not buy today — but might next month. Don’t lose those opportunities.

Use reminders in your equipment finance CRM to follow up after 30, 60, or 90 days.
Ask old clients if they need additional equipment.
Send seasonal or year-end financing emails.

8. Track Everything with the Right Software

Growth comes from knowing what’s working. Your equipment finance software should help you:

Track which ads or partners bring the most leads.
Know where each application stands (docs, conditions, deficiencies).
Automate follow-ups, reminders, and commission calculations.

Final Thoughts

Getting more clients doesn’t mean cold-calling random businesses. With the right strategy, tools, and partnerships, you can create a steady stream of quality applications from serious buyers. Focus on visibility, trust, and consistency.

Want to simplify your lead tracking and deal flow? Try EquipLea, a modern equipment finance software for brokers.