Start the credit handoff with the right information
A structured request helps sales identify the customer and credit need before finance begins its review. The applicant then receives a consistent application rather than an improvised attachment.
Customer credit onboarding
Customer credit onboarding without the inbox chase
Give sales, branches, applicants, and finance a clearer path from a request to buy on account through a documented credit decision.
- Clear applicant requirements
- Fewer internal status requests
- Documented approval conditions
Keep every participant aligned
Customer onboarding crosses organizational boundaries. A shared status helps each participant act without exposing confidential review notes.
- Applicant completes required business information
- References respond through a consistent request
- Finance reviews evidence and records the decision
Turn approval into an operational handoff
The final record should make the approved limit, payment terms, conditions, and approver clear so the account can be created accurately in the company’s system of record.
A connected process
From request to recorded decision
- 1
Request
Capture the requested account, terms, expected exposure, and sales context.
- 2
Complete
Collect the application and follow up on missing applicant or reference information.
- 3
Activate
Document the decision and hand approved settings to the account-creation team.
Your policy. Your decision.
TradeCredit.ca organizes the application, reference responses, follow-up, and audit trail. Your team evaluates the evidence and makes the credit decision.
Questions credit teams ask
Clear answers before you change the workflow
What is customer credit onboarding?+
It is the process used to collect, verify, review, and approve the information needed before a business customer can purchase on credit terms.
How is it different from general customer onboarding?+
Credit onboarding focuses on payment terms, exposure, evidence, approval authority, and account controls. It can connect to a broader sales or operations onboarding process.
Can sales see application status?+
A well-designed workflow can show a useful status and outstanding actions while keeping internal credit analysis and sensitive information appropriately restricted.
What happens after approval?+
The approved limit, terms, conditions, and decision record should be handed to the ERP or account-creation owner according to your internal controls.
Canadian supplier pilot
Build a clearer commercial credit workflow
Join the TradeCredit.ca pilot for Canadian supplier credit teams.