Trade references
Each vendor gets a one-tap form the moment the application is signed. What they are asked, and what you see.
References used to mean phone tag. With Valtis Desk, each vendor gets an email the moment the application is signed, with a private link to a short form. No login, no PDF, no call.
What the vendor is asked
- How long has the account been open?
- The highest credit they have extended.
- How do they pay?
- Current balances: the open balance and anything past due.
- Would you sell to them on credit again?
- Anything else the credit team should know (optional).
The form takes about twenty seconds and locks once it is submitted. The vendor's answers, the time and their IP address are recorded on the file.
How do they pay
Every answer lands on the same four-step scale, so you can read a file at a glance.
- Pays on terms
- Net 30, consistently.
- 15 to 30 days late
- Stretches terms now and then.
- 30 to 60 days late
- Regularly pays well past terms.
- Collections
- 60 days or more, or sent to collections.
Following up
- A reference that has not answered after 48 hours is marked late on Today and on References.
- Resend sends the same request again. You will find it next to each reference on the file page and on the References page.
- You can also call or write to the vendor yourself, then leave a note on the file so the team knows.
There is no automatic reminder to vendors. You decide when to nudge.
When every reference is in
The file moves to Ready for review, and the alert address in Desk settings, plus every teammate who turned the alert on, gets an email with the audit PDF attached.
If a vendor never answers, you can still approve or decline. The file and the audit PDF show exactly which references were answered and which were not.