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Originators in the commercial equipment finance and leasing industry are advisors to vendors and end-users. Originators provide a wide range of financial advice related to the current market in which they and their clients operate. Originators depend upon interactions with their clients to understand the current market. Additionally, top originators conduct their own research to bring expertise to every conversation. To be an informed originator in the commercial equipment finance and leasing industry, there are a variety of resources available including, but certainly not limited to:
- Documents that an originator represents. (To best understand the products that an originator offers he must fully understand the documentation used to execute a transaction. When was the last time you read your documentation?)
- Daily financial publications (Ex: Wall Street Journal, Financial Times, etc.)
- Industry online news releases (Ex: Monitor Daily, Equipment Finance Adviser, Leasing News, and others)
- Association releases and websites
- Periodicals related to specific sectors (construction, medical, manufacturing etc.)
Top originators engage in the industry on multiple levels through direct contact, trade shows, association participation, educational webinars, and continuous research.
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