What is Valtis Desk
A credit desk for distributors: a branded apply link, trade references answered in one tap, and a sealed file for every decision.
Valtis Desk replaces the paper credit application. A contractor applies from their phone on your branded link, their three trade references get a one-tap form the moment they sign, and you decide from one file with everything in it.
The whole loop
- You share one link
Your apply link carries your logo and color. Put it on your website, invoices and email signature, print the counter sign, or email it to a customer.
- The applicant applies and signs
Business details, the principal, three trade references and a signature drawn or typed on screen. It takes about ten minutes. What applicants see.
- Vendors answer in one tap
Each reference gets an email with a short form, no login. They say how the applicant pays, the highest credit they extend, and whether they would sell to them on credit again. How references work.
- You decide
When the last reference answers, the file moves to Ready for review and you get an email with the audit PDF attached. Approve with a credit line and terms, or decline. Approving and declining.
What you get on every plan
- A branded apply link, a QR code and a printable counter sign
- One-tap trade reference forms for vendors
- A sealed audit PDF for every application
- Email alerts when an application arrives and when references are complete
- Sending your application to a customer by email, with one reminder
- Accounts, insights and a full activity log
- A team with admins and credit managers
On Pro you also get the optional personal guarantee step, decision emails to applicants, unlimited applications and priority support. See Plans and billing.