Q01
Message
All templatesFinance & Insurance
Equipment Finance Pre-Application Questionnaire
Captures the equipment type, cost, term preference, and business profile a lender needs to pre-qualify an equipment financing request. An AI follow-up digs into what's actually driving the requested timeline — a growth opportunity, a breakdown, or a contract deadline — so underwriters get the real story behind the urgency, not just a checkbox.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
14 questions · ~7 min
Q02
Multiple ChoiceRequired
What type of equipment are you looking to finance?
- Construction & heavy equipment
- Manufacturing & industrial machinery
- Commercial vehicles & trucks
- Medical & dental equipment
- Restaurant & food service equipment
- Technology & IT equipment
- Office equipment & furniture
Q03
Long TextRequired
Describe the specific equipment you plan to finance — make, model, key specs, and whether you already have a vendor quote.
Q04
NumberRequired
What is the total cost of the equipment you're looking to finance, in USD?
Q05
Multiple ChoiceRequired
What condition is the equipment?
- Brand new
- Used
- Refurbished / certified pre-owned
- Not sure yet
Q06
Multiple ChoiceRequired
What repayment term would you prefer?
- 12 months or less
- 13-24 months
- 25-36 months
- 37-48 months
- 49-60 months
- Longer than 60 months
- Not sure - open to recommendations
Q07
Multiple Choice
How much of a down payment are you able to put toward this equipment?
- 0% - need full financing
- 1-10%
- 11-20%
- 21-30%
- More than 30%
- Not sure yet
Q08
Multiple ChoiceRequired
How soon do you need this equipment in place and operating?
- Immediately - within 2 weeks
- Within 1 month
- 1-3 months
- 3-6 months
- Just exploring options, no firm timeline
Q09
AI Interview
Probe what's driving the stated timeline for this equipment purchase: is it a growth opportunity, a breakdown or safety issue, a contract or client deadline, or something else? Ask what happens to the business if the equipment isn't in place by that date, and anchor on any dollar or revenue impact they mention. If they selected 'just exploring,' find out what would need to be true for them to move forward.
Q10
Multiple ChoiceRequired
How long has your business been operating?
- Less than 1 year
- 1-2 years
- 3-5 years
- 6-10 years
- More than 10 years
Q11
Multiple Choice
What is your business's approximate annual revenue?
- Under $250K
- $250K-$1M
- $1M-$5M
- $5M-$20M
- Over $20M
- Prefer not to say
Q12
Dropdown
Which industry best describes your business?
- Construction
- Manufacturing
- Transportation & logistics
- Healthcare
- Food service & hospitality
- Technology
- Retail
- Professional services
- Agriculture
- Other
- Prefer not to say
Q13
Multiple Choice
Which best describes your role in this financing decision?
- Owner / CEO
- CFO / finance leader
- Operations manager
- Procurement / purchasing
- Other decision influencer
- Prefer not to say
Q14
Message
That's everything we need for now — thank you! A financing specialist will review your answers and reach out with pre-qualified options tailored to your equipment, timeline, and budget.
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- Captures the core lender pre-qualification data points in one pass — equipment type, make/model/specs, total cost, condition, term preference, and down payment ability — so underwriters aren't chasing missing fields.
- An AI follow-up interview step specifically probes what's driving the stated timeline (growth opportunity, equipment breakdown, or contract deadline), giving underwriters context a static dropdown can't surface.
- Business profile questions (time in operation, annual revenue, industry, decision-maker role) are built in alongside the equipment questions, so the applicant's creditworthiness context is captured in the same flow.
- Bookended welcome and closing messages set expectations up front and confirm next steps at the end, so applicants know a financing specialist will follow up.
SurveySparrow
Equipment Loan Form TemplateThis is a fielding-ready form template covering standard equipment loan intake fields. It's a fixed-question form rather than an interview, so it relies on applicants self-reporting urgency and rationale without any follow-up probing. Good for basic intake, but underwriters get only what the applicant chooses to type into static fields.
What it does well
- Purpose-built specifically for equipment loan intake, so field naming and flow likely map closely to lender needs
- Part of a mature, broadly-used survey platform with polished form UI
- Likely quick to deploy with minimal setup for basic loan intake
Where it falls short
- No adaptive follow-up — can't dig into why an applicant needs a given timeline (growth vs. breakdown vs. contract deadline), only what a fixed field captures
- No automated per-response quality scoring to flag vague or inconsistent answers before they reach an underwriter
- No voice AI interview option or guided screen-share task capability for equipment walkthroughs
Frequently asked questions
What questions are in the “Equipment Finance Pre-Application Questionnaire” template?
The template includes 14 ready-to-use questions, starting with: “Thanks for considering us for your equipment financing! This quick questionnaire helps us pre-qualify your request and m…” · “What type of equipment are you looking to finance?” · “Describe the specific equipment you plan to finance — make, model, key specs, and whether you already have a vendor quot…”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 14 questions in about 7 minutes.
Can I customize this template?
Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.
Is this template free to use?
Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.
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