Applications and the file
Every application in one list, and the file page where you read it, add notes, assign a reviewer and decide.
Applications lists every credit application, newest first.
The list
- Tabs: All, Ready, Waiting, Approved and Declined, each with a count.
- Search by legal name or trade name.
- Send an application emails your application to a customer. See Send an application.
- Export CSV downloads every application as a spreadsheet.
The file page
Click any application to open its file. Everything you need to decide is on one page:
| Part | What it shows |
|---|---|
| Header | The applicant, the credit line asked for, the status, and the Approve and Decline buttons |
| Timeline | Applied and signed, each reference as it answers, and the decision |
| References | What each vendor said, on the pay scale, with Resend next to any that have not answered |
| Business | Legal details, address, years in business and monthly volume |
| Principal and guarantee | Who signed for the business, and the guarantee signature if they gave one |
| Signature and seal | The signature, when and where it was made, and whether the record still matches its seal |
| Team notes | Notes your team leaves for each other |
Working as a team
- Reviewer: pick a teammate to own the file. It shows up under their name in Your profile.
- Notes: write what you found, for example after calling a vendor. Everyone on the desk sees them.
- Next credit review: for approved files, the date the account should be looked at again.
The audit PDF
Audit PDF downloads one file with everything you knew when you decided. See The audit PDF.