Credit applications, trade references and decisions, in one place
CreditApp Genie replaces emailed PDFs and spreadsheets for businesses that extend trade credit. Customers apply by secure link, references answer in minutes, and your credit team decides with everything in front of them.
What it does
Send credit applications
Invite a customer to apply for credit with a secure link. They fill in the application online, with no account, and upload the documents you ask for.
Collect trade references
Each trade reference the applicant lists gets its own secure link to a short questionnaire. You see who has answered and who hasn’t, and reminders go out for you.
Review and decide
Your credit team reviews each application in one place, records the decision and the approved limit, and the applicant is told the outcome.
Track the credit you apply for
Log the credit applications your own company sends to suppliers. A supplier can record its decision through a secure link, and you’re notified straight away.
Built for sensitive financial information
- Secure links
Applicants and references answer by one-time links with emailed codes.
- Two-step sign-in
Your team signs in with a password and an authenticator app.
- Checked documents
Uploads are type-checked and virus-scanned before anyone opens them.
- Full audit trail
Every change is recorded with who made it and when.