Trade distributor credit workflow
Create one visible account-opening process for branch staff, sales, AR, and credit—from the first application link to approved commercial terms.
Cross-team handoff
A contractor account may start with an outside salesperson, a branch counter, or a finance inbox. TradeCredit.ca gives every authorized participant the same current status without forwarding the application through another email chain.
Reference coordination
References are requested from the application, tracked individually, and organized in a consistent review format. The credit team can focus on exceptions instead of repeatedly checking whether every email received a response.
Operational decision
Once the file is ready, authorized staff can document the approved credit limit and Net terms, request more information, or record another outcome while preserving the history behind the decision.
A connected process
Share a supplier-branded application from sales, a branch, or the credit desk.
Gather corporate identity, contacts, credit request, references, and documents.
Send and track consistent requests without manual status sheets.
Record the outcome and keep the operational history attached.
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
Yes. A supplier can publish a branded self-service application route in addition to sending individual invitations.
TradeCredit.ca supports multiple members per organization with explicit roles, permissions, and case access.
Yes. Every participant signs in, verifies their email, and acts through a business organization before accessing the application or reference task.
No. It is the workflow for commercial credit intake, reference coordination, review, and decision history. Broad ERP integrations are outside the current MVP.
Canadian supplier pilot
Join the TradeCredit.ca pilot for Canadian supplier credit teams.