Our Digital Credit Application

In a world where decisions can’t wait, your credit process can’t afford to be clunky, slow, or error-prone. That’s why we built a digital credit application experience that doesn’t just collect data, but elevates how you manage risk from day one.

Plus... it's free forever and included in all plans (get started here).

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Custom Credit Application

Design an application that's a fraud-fighting, time-saving, insights-generating machine. Here’s what makes it a game-changer:

1. Tailored Design
   Your digital application reflects your brand and captures exactly what your credit team needs—no more chasing missing info. With built-in logic, conditional fields, and attachment support, applicants provide the right data the first time.
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2. Built-In Fraud Protection
   We flag mismatches, inconsistencies, and suspicious activity instantly. Our system cross-checks applicants with verified business data, so you can spot red flags before they become regrets.
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3. Automatic Account Matching
   New application? Our system checks your existing portfolio and automatically links it to existing accounts—no duplicate records, no manual cleanup.
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4. One Click to Clarity
   Once an application is complete, you get a consolidated view—company insights, principal checks, trade references, and credit request—all verified and ready for review.‍

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Automated Trade References

Chasing down trade references shouldn’t slow down your credit decisions. We’ve automated the entire process—so your team spends less time emailing and more time evaluating.

1. One Click, One Form, Done
   If trade references are collected, you can trigger a form to be sent in one click. We'll take care of the rest. No Word docs. No copy-paste. No cluttered inboxes.
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2. Real-Time Responses
   We collect and analyze every submission. Responses are stored and marked with a sentiment score so you can take review quickly as you make your decision.
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3. ‍Faster Turnaround Times
   When forms are simple, people respond faster. And when they do, our system processes the info right away. That means your team gets the clarity they need without waiting around.

Status Management Hub

Say goodbye to scattered inboxes and shared spreadsheets. Track the full application lifecycle across your team, from submission to approval without losing sight of who’s responsible for what.

1. One Place for All Applications
   Get a real-time pulse on your pipeline—from “In Progress” to “Approved” or “Rejected.” Every application, every dollar requested, and every status is right where it should be.
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2. Team-Wide Transparency
   No more “Did we approve that?” or “Who’s got this one?” With a shared dashboard, everyone can see current status and metrics to see how your performance is improving and where to make changes.
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3. Accountability & Audit Trail
   Track who's reviewing what, when changes were made, and how decisions were finalized. It's built for collaboration without losing control.

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The Price? It’s Included.

Our custom credit application, built-in fraud checks, and status management hub are free to use for customers interested in streamlining their credit process. You only pay if you pull an individual report.

This feature is included in our Growth and Scale plans. If you're purchasing our reports as part of your plan, the full experience is yours at no extra cost.

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Get Started Today: Launch Your Free Application

Whether you're handling 5 applications or 500, we help you:

✅ Reduce risk and fraud
✅ Eliminate manual busywork
✅ Accelerate revenue without compromising control

Modern credit teams deserve modern tools. Take the next step & get started today.