Challenge:
Business has been good for Pat. The two vehicles he financed for his trucking business are busy all the time. He has enough business for a third truck but is not sure if he can afford it. With hope and desire Pat called for help.
Engage:
Jody listened attentively to Pat's current situation. She congratulated him on his business and then researched ways that she could help Pat and business during this exciting time.
Resolve:
As a good-standing customer, Jody saw that he could get deferred payments on both loans and finance a third vehicle at a discounted rate. All she needed was some paper work from him to process his application have it ready for his visit to the local dealer. Pat was excited and thankful. Now he could grow his business.