Set mandatory checks on a business and application level so your customers only complete information you want them to. Mandatory checks include credit checks, trade referene checks, ID verification and guarantors.
All fields in our digital applications are required for completion, meaning no more back and forth between you and your customers.
A simple consolidated view of all your trade applications means its easy for you to track each applications progress from start to finish in real time.
Upload your T&C’s and logo. Connect with new customers on the spot.
Get a complete snapshot of your customers and relationship history e.g. T&C’s and stop credit.
Secure and store information online. Store your applications online in one place for easy access.
Powerful risk management tools that help protect your business. Opt in and out of business credit checks, ID verification, trade reference checks & guarantees.
Track the complete end to end process in real-time and action items fast.
Track your team’s and individual performance.
Consolidated view of all your trade account information. Reporting is available at every level of your business.
Your customers can complete your application in under 2mins
View your customers by location, by Sales Rep.