Credit Templates

23 S.M.A.R.T Credit and Collection Goals

Download this free checklist of 23 goals & objectives for credit and collections to ensure growth in A/R processes & overall business performance.

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Business Credit Application Template

An easy step-by-step checklist that Fortune 500 Companies use to evaluate Credit Applications submitted by New Customers. It helps you ensure that your current Business Credit Application is optimized to perform Faster Customer On-Boarding and Accurate Credit Risk Assessment

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21 Credit & Collection Email Templates

Top performing email scripts used across 700+ leading order-to-cash teams, including Fortune 1000 companies.

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Credit Scoring Model with D&B, NACM & Experian Data

Learn what is credit scoring model. Download free credit score model powered by D&B, NACM data to calculate the credit risk score for your customers

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