How CreditApp Genie works

CreditApp Genie is a credit application platform for businesses that extend trade credit. It replaces emailed PDFs and spreadsheets with secure links, so applications, trade references and decisions are sent, tracked and recorded in one place.

1. 1

   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.

2. 2

   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.

3. 3

   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.

4. 4

   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.