Reduce variation between branches and sales teams
When every location uses its own PDF, spreadsheet, or email checklist, the quality of the credit file depends on who initiated it. A shared application creates a reliable baseline.
Wholesale distribution
Credit application software for wholesale distributors
Standardize new account requests across territories and branches while keeping finance in control of commercial payment terms and customer credit limits.
- Reusable account-opening process
- Reference follow-up in one place
- Clear finance ownership
Keep high-volume onboarding organized
A current workflow makes it easier to prioritize files and identify bottlenecks.
- See incomplete applications
- Track unanswered trade references
- Separate routine files from exceptions needing escalation
Make approved terms easy to hand off
Record the limit, payment terms, conditions, and approver so customer setup is based on an explicit decision rather than an email buried in a shared inbox.
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
Can wholesale distributors standardize credit applications?+
Yes. A common digital application can support consistent information across branches, territories, and product lines.
Can sales start a request?+
Sales can initiate a handoff and provide commercial context while the applicant supplies business details and finance retains decision authority.
How are trade references handled?+
Reference requests, reminders, responses, and status can be organized in the same customer credit file.
Can this support limit increases?+
The documented original file provides a useful starting point for a later review. Your policy determines what fresh information and approval are required.
Canadian supplier pilot
Build a clearer commercial credit workflow
Join the TradeCredit.ca pilot for Canadian supplier credit teams.