Credit

Online Credit Application

Onboard customers across the globe with highly configurable, multi-language online credit application

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Online Credit Application

Trusted by Credit Leaders to Manage Diverse, Global Portfolios

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How Online Credit Application Can Help You Onboard Your Customers 3x Faster

Onboard Your Customers Across the Globe with Multi-Language
Credit Applications

  • Customize your credit applications based on business units, customer segments
  • Seamlessly integrate with ERPs including SAP, Oracle, MS Dynamics, Infor without any significant business disruption
  • Onboard customers faster with online credit applications available in 15+ languages 
Configurable, multi-language Online Credit Application

Automate Bank Reference Verifications with Confirmation.com

  • 2X faster bank reference checks through integration with Confirmation.com
  • Automatically track status updates through Credit
  • Automatically download verification reports from Credit
Automated verification of bank references

Leverage Pre-Filled Credit Application Forms to Minimize Your Customer Dependency

  • Leverage pre-filled applications from your Sales teams to ensure that your customers spend minimal time on the application
  • Auto-extract existing customer data from CRM tools such as Salesforce, Oracle, Microsoft 360
Pre-filled applications from Sales teams

Fast-Track Credit Evaluations with Automated Workflows

  • Automatically track the progress of credit application submission
  • Get real-time notifications through a workflow whenever a credit application is submitted
  • Accelerate your credit evaluations through complex internal hierarchies with the help of automated workflows
Automated credit workflows

Accurately Capture Complete Customer Data through Online Credit Application

  • Don’t miss out on important customer information by adding mandatory fields in the credit application
  • Automatically capture credit data, financials, guarantees, tax certificates in one go
  • Allow multiple users from the customer’s end to fill up the form by enabling the ‘quick-save and edit-later’ option 
Automated credit application processing system
Online Credit Application Fact Sheet
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