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About the Business Credit Application Checklist

This excel-based checklist is a ready-to-use template that helps you standardize your customer credit application
with the most necessary parameters that your credit teams require to accurately evaluate the creditworthiness of a
new customer.

All 66 parameters fall under the following fields of information:

  • Applicant’s Information
  • Form of Business
  • Credit Extension
  • Applicant’s Certification
  • Applicant’s Authorization
  • Terms And Conditions

This free excel checklist makes “having a Best-in-Class Credit Application” easy for you. Just download, check the
parameters and optimize your current credit application!

Automate Your Credit Management Process Today

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