100+ Equipment Leasing Company Business SOPs (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Provides a step-by-step blueprint for implementing a Corporate Governance Framework tailored to your equipment leasing operations.
2. Delivers a proven workflow for streamlining Lease Origination processes, ensuring faster approvals and reduced risk.
3. Empowers your team to execute Sales & Business Development strategies with clarity, efficiency, and measurable results.

ASSET MANAGEMENT EXCEL DESCRIPTION

This product (100+ Equipment Leasing Company Business SOPs) is an Excel template (XLSX), which you can download immediately upon purchase.

Curated by McKinsey-trained Executives

🚀 Unlock the Ultimate 100+ Equipment Leasing SOPs Library – Excel Template for Maximum Efficiency, Compliance, and Profitability

Are you ready to supercharge your equipment leasing business? Introducing the most comprehensive Equipment Leasing Company Standard Operating Procedures (SOPs) Library on the market – a 100+ SOP Excel Template meticulously designed for executives, managers, and operational teams in equipment leasing. This is everything you need to run your leasing operations flawlessly, reduce risk, boost productivity, and scale faster than ever.

This SOP Library is your turnkey blueprint for excellence. Every SOP comes with Purpose, Scope, Owner/Role, Inputs, Process Steps, Outputs, KPIs, Risks, Controls, and Review Frequency—ready to implement instantly. Stop wasting months creating SOPs from scratch and start operating like a Fortune 500 leasing company today.



✅ What's Inside – 100+ SOPs Organized by Business Function

This isn't a partial list. This is every SOP your leasing company needs:
Cluster 1: Corporate Governance & Strategy
1. Corporate Governance Framework SOP
2. Board & Committee Management SOP
3. Strategic Planning SOP
4. Annual Business Plan Development SOP
5. Risk Management Framework SOP
6. Enterprise Policy Management SOP
7. Internal Controls SOP
8. Regulatory Compliance Oversight SOP
9. Ethics & Code of Conduct SOP
10. Management Reporting SOP

Cluster 2: Sales & Business Development
11. Sales Strategy Execution SOP
12. Lead Generation SOP
13. Broker & Vendor Relationship Management SOP
14. Customer Qualification SOP
15. Pricing & Rate Setting SOP
16. Proposal & Quotation SOP
17. Sales Approval Authority SOP
18. Deal Structuring SOP
19. Sales Pipeline Management SOP
20. Sales Performance Management SOP

Cluster 3: Credit & Risk Underwriting
21. Credit Policy SOP
22. Customer Credit Assessment SOP
23. Financial Statement Analysis SOP
24. Credit Scoring SOP
25. Risk Rating Assignment SOP
26. Credit Approval Workflow SOP
27. Exception Handling SOP
28. Collateral Evaluation SOP
29. Credit File Documentation SOP
30. Portfolio Risk Monitoring SOP

Cluster 4: Lease Origination
31. Lease Application Processing SOP
32. KYC & Customer Due Diligence SOP
33. AML Screening SOP
34. Equipment Eligibility SOP
35. Vendor Verification SOP
36. Lease Structuring SOP
37. Approval Notification SOP
38. Commitment Letter Issuance SOP
39. Pre-Funding Checklist SOP
40. Deal Booking SOP

Cluster 5: Documentation & Contract Management
41. Lease Agreement Preparation SOP
42. Legal Review SOP
43. Documentation Accuracy Verification SOP
44. Execution & Signing SOP
45. UCC / Security Interest Filing SOP
46. Document Custody SOP
47. Contract Amendment SOP
48. Document Retention SOP
49. Contract Termination SOP
50. Legal Dispute Handling SOP

Cluster 6: Funding & Disbursement
51. Funding Authorization SOP
52. Vendor Payment SOP
53. Customer Funding SOP
54. Disbursement Controls SOP
55. Funding Reconciliation SOP
56. Warehouse Line Utilization SOP
57. Lender Drawdown SOP
58. Funding Documentation SOP
59. Disbursement Error Handling SOP
60. Funding Audit SOP

Cluster 7: Asset & Equipment Management
61. Equipment Procurement SOP
62. Equipment Delivery & Acceptance SOP
63. Asset Tagging & Registration SOP
64. Asset Valuation SOP
65. Insurance Verification SOP
66. Asset Tracking SOP
67. Equipment Maintenance Oversight SOP
68. Asset Impairment SOP
69. Asset Disposal SOP
70. Residual Value Management SOP

Cluster 8: Lease Administration
71. Lease Setup SOP
72. Billing Schedule Management SOP
73. Invoicing SOP
74. Payment Processing SOP
75. Payment Allocation SOP
76. Billing Adjustments SOP
77. Customer Account Maintenance SOP
78. Rate & Fee Changes SOP
79. Lease Modification SOP
80. Lease Status Reporting SOP

Cluster 9: Collections & Delinquency Management
81. Collections Policy SOP
82. Early Delinquency Monitoring SOP
83. Customer Communication SOP
84. Promise-to-Pay Tracking SOP
85. Late Fee Assessment SOP
86. Restructuring & Workout SOP
87. Charge-Off SOP
88. Recovery & Repossession SOP
89. Third-Party Collections SOP
90. Collections Performance Reporting SOP

Cluster 10: Lease End-of-Term & Remarketing
91. End-of-Term Notification SOP
92. Purchase Option Processing SOP
93. Lease Extension SOP
94. Equipment Return SOP
95. Condition Assessment SOP
96. End-of-Term Billing SOP
97. Asset Remarketing SOP
98. Secondary Market Sales SOP
99. Residual Recovery SOP
100. End-of-Lease Closeout SOP

Cluster 11: Accounting & Finance
101. Lease Accounting SOP
102. Revenue Recognition SOP
103. Accruals & Journal Entries SOP
104. Fixed Asset Accounting SOP
105. Depreciation SOP
106. Month-End Close SOP
107. Financial Reporting SOP
108. Budgeting & Forecasting SOP
109. Tax Compliance SOP
110. Audit Support SOP

Cluster 12: Treasury & Capital Markets
111. Cash Management SOP
112. Liquidity Management SOP
113. Interest Rate Risk Management SOP
114. Debt Covenant Monitoring SOP
115. Securitization SOP
116. Investor Reporting SOP
117. Capital Allocation SOP
118. Hedging Transactions SOP
119. Treasury Controls SOP
120. Funding Cost Analysis SOP

Cluster 13: Compliance & Regulatory
121. Regulatory Reporting SOP
122. Licensing Management SOP
123. Consumer Protection Compliance SOP
124. Data Privacy Compliance SOP
125. Sanctions Compliance SOP
126. Fair Lending SOP
127. Complaint Handling SOP
128. Compliance Monitoring SOP
129. Regulatory Exam Management SOP
130. Compliance Training SOP

Cluster 14: Technology & Data Management
131. Core Leasing System Management SOP
132. User Access Management SOP
133. Data Quality Management SOP
134. System Change Management SOP
135. Cybersecurity SOP
136. Business Continuity Planning SOP
137. Disaster Recovery SOP
138. IT Vendor Management SOP
139. Data Reporting SOP
140. System Backup SOP

Cluster 15: Human Resources & Operations Support
141. Workforce Planning SOP
142. Recruitment & Onboarding SOP
143. Training & Development SOP
144. Performance Management SOP
145. Compensation & Incentives SOP
146. Employee Conduct SOP
147. Health & Safety SOP
148. Facilities Management SOP
149. Vendor Procurement SOP
150. Outsourcing & Third-Party Oversight SOP


🔥 Why This SOP Library is a Game-Changer
•  100% Ready-to-Use Excel Template – instantly implementable.
•  Comprehensive Coverage – from governance to collections, treasury to HR.
•  Risk-Proof Your Operations – each SOP includes KPIs, controls, and review frequency.
•  Boost Sales, Compliance, and Efficiency – reduce errors, speed approvals, and improve collections.
•  Perfect for Scaling – ideal for startups, growing leasing companies, or enterprise-level operations.

This is not a partial or generic template. This is a complete, professional-grade SOP library designed to save time, increase compliance, and drive profitability.


📈 Dominate the Equipment Leasing Market – implement these SOPs and watch your operations become faster, smarter, and more profitable.
Grab your 100+ Equipment Leasing SOPs Excel Template today and turn chaos into structured, scalable, compliant leasing operations.



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Source: Best Practices in Asset Management Excel: 100+ Equipment Leasing Company Business SOPs Excel (XLSX) Spreadsheet, SB Consulting