Your first week
Get your link in front of customers, watch the first references come back, and make your first decision.
The first week is about getting the link in front of customers and seeing one file all the way through.
Day one: share the link
Open Share kit. In a few minutes you can:
- Print the counter sign, so walk-in contractors can scan the QR code at the counter.
- Copy your direct link and text it to a contractor you are already talking to.
- Add the email signature, so every reply your team sends carries the link.
- Paste the website button where your site talks about credit accounts.
For a customer who asked for an application, use Send an application instead. They get a branded email, their details are filled in when they open it, and you see when they open it and when they apply.
When the first application lands
The file shows up on Today the moment the applicant signs, and you get an email. Its status is Waiting on references while vendors answer.
Vendors usually answer within a day or two. A reference that has not answered after 48 hours is marked late on Today and on References, and you can resend the request with one click.
Your first decision
When the last reference answers, the file moves to Ready for review. Open it, read what the vendors said, and approve with a credit line and terms, or decline. Approving and declining walks through it.
A good weekly rhythm
- Each morning, open Today. It ranks what needs you first.
- When a reference is late, resend it, or call the vendor and leave a note on the file so the team knows.
- Once a week, look at Accounts for credit reviews coming up in the next 30 days.
- Once a month, read Insights to see how fast files move and how fast vendors answer.