Teq Tuesday #16 – The Automation Nobody Trusts
Automation doesn’t break down because the technology isn’t there, it stalls because trust never fully catches up. In Teq Tuesday #16, we unpack the hesitation behind auto-approvals, where confidence gaps show up, and why underwriters still hold the final decision. Featuring an unfiltered conversation between Kristian Dolan and David Trost, this episode explores how vendor programs, syndication strategy, and real-world risk shape the path to true automation.
Teq Tuesday #15 – How Your Capital Source Completely Changes Your Syndication Strategy
Syndication doesn’t fall apart at the finish line, it breaks down in the early conversations that shape the deal. In Teq Tuesday #15, we explore how misalignment and missing context upfront create friction later, and why clarity from the start keeps deals on track. Featuring insights from industry leaders, this episode highlights how stronger discovery and better communication lead to smoother syndication.
Teq Tuesday #14 – When Your System Needs to Bend Without Breaking
Automation doesn’t break deals, rigid systems do when they can’t handle what doesn’t fit the mold. In Teq Tuesday #14, we unpack the tension between building structured workflows and staying flexible enough to handle real-world complexity, and why the best systems are designed with both guardrails and override options in mind. Featuring insights from Lisa Corby, Greg Bourdon, and David Trost, this episode shows how planning for exceptions, not just perfection, is what keeps deals moving when things get messy.
Teq Tuesday #13 – Know Your Deal Before It Hits Syndication
Deals don’t fall apart at syndication, they just finally reveal what was missed at the start. In Teq Tuesday #13, we unpack why the first conversation with your borrower matters more than anything that comes after, and how stronger upfront discovery can prevent deals from unraveling later. Featuring insights from Greg Bourdon, Lisa Corby, and Dakota Smith, this episode shows why asking better questions early, and truly understanding the deal, is what keeps things moving when it counts.
Teq Tuesday #12 – Why a quick ‘No’ beats a five-day ‘Maybe’
Speed isn’t just about getting to ‘yes’ faster, it’s about getting to ‘no’ sooner. In Teq Tuesday #12, we unpack why delayed decisions quietly drain time, money, and trust across your pipeline, and how faster clarity can actually strengthen vendor relationships. Featuring insights from top originators, this episode shows why better visibility and decisive communication are the real drivers of efficiency.
Teq Tuesday #11 – The $10k Donut Machine Problem
Automation doesn’t just speed things up, it should stop the wrong deals sooner. In Teq Tuesday #11, we break down how small, unfundable deals create outsized inefficiencies across credit and syndication, and why better upfront context is the key to protecting both your team’s time and partner relationships.
Teq Tuesday #10 – Why syndication automation fails without the human element
Automation alone does not close more deals. In Teq Tuesday #10, we break down why syndication workflows only work when technology clears the noise and gives your team time to focus on what actually drives growth. When the busywork disappears, relationships, conversations, and trust take center stage.
Teq Tuesday #9 – Human Side of Automation
Efficiency without empathy falls flat. In Teq Tuesday #9, we explore the human side of automation and how leading lenders are using technology to remove busywork, elevate borrower relationships, and let their teams focus on what they do best. This is what it looks like when tech gets out of the way.
Webinar – Start lean. Scale fast. 5 lessons every new equipment finance company should know
Launching an equipment finance company comes with big decisions that shape long-term growth. In this webinar, industry leaders share five essential lessons to help you start lean, build the right operational foundation, and scale quickly without creating bottlenecks that slow you down later.
Teq Tuesday #8 – Speed Simplicity and Transparency
Speed, simplicity, and transparency aren’t nice-to-haves anymore. In Teq Tuesday #8, we share highlights from our Build a Better Borrower Experience webinar and explore how leading lenders are eliminating friction, empowering vendors and borrowers, and funding faster than ever. This is what it takes to compete in a one-click world.
