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Our Process

Financing Built Around Your Operations

Fast approvals, predictable terms, and reliable funding built on a streamlined process that keeps production on schedule.

Why Jules & Associates

Our clients know we care about all their goals and projects - not just the first one.

Enduring relationships
Clients come back because we invest in getting to know your business.
Dedicated account executives
A single point of contact makes it easy to always talk to the right person.
Industry expertise
We’re experts in your industry making it easier to get exactly what you need.
Clear deal structures
Well-defined terms and documentation aligned to your business.
Comparison

See how the Jules & Associates approach delivers better benefit

Jules & Associates
Broker
Bank
Equipment Vendor
Freedom to select any equipment and vendor
Uses independent master lease and loan documentation
Manages complex, multi-vendor, multi-location transactions
100% financing with no large upfront down payment
UCC filings limited to financed equipment only
Fixed, long-term financing (rate certainty)
Financing for soft costs (software, installation, consulting)
Balance-sheet conscious structuring (on- or off-balance-sheet options)
Application-only and full underwriting programs
Flexible upgrade / trade-up programs
End-of-term return or remarketing provisions
Customer equipment financing agreements / loans
Jules capital invested in every transaction
Requires blanket liens or additional collateral
Floating or variable interest rates
Restrictive financial covenants required
Worker wearing a white hard hat and safety vest operating a yellow forklift inside a warehouse.