The Valtis Desk guide
Open credit accounts without the paper chase.
How Valtis Desk works, from the branded apply link to the sealed audit PDF, and how to run your credit desk on it. Start with setup, or search for anything with ⌘K.
Credit applicationRidgeline Mechanical LLCAsking for $75,000 · Signed on a phone
Waiting on referencesSealed
Trade references0/3 answered
- Front Range SupplyOne-tap form sent
- Mountain States ElectricOne-tap form sent
- Peak Sheet MetalOne-tap form sent
Start where you are
One application, start to finish
The software chases. Your team decides.
Valtis Desk does the collecting: the form, the signature, the vendor answers and the record. Every credit decision stays with the people on your desk.
The whole loop- 1You share one linkOn your website, invoices, email signature, the counter, or sent straight to a customer.
- 2The applicant applies and signsBusiness details, the principal, three trade references and a signature, from their phone.
- 3Vendors answer in one tapEach reference gets a short form the moment the application is signed. No login, no call.
- 4The file is readyEvery answer is in, and the audit PDF lands in your inbox.
- 5You decideApprove with a credit line, terms and a review date, or decline. A person always decides.
The pay scale
Four answers to the only question that matters: how do they pay?
Pays on termsNet 30, consistently.
15 to 30 days lateStretches terms now and then.
30 to 60 days lateRegularly pays well past terms.
Collections60 days or more, or sent to collections.