Built for how your industry works
CreditApp Genie adapts to the workflows of different B2B credit teams — not the other way around.
The challenge
Credit applications arrive as PDFs attached to emails, incomplete and inconsistent. Your credit team spends hours chasing missing fields and calling trade references before any review can begin.
How CreditApp Genie helps
CreditApp Genie sends a structured, branded application link to the prospect. Required fields are enforced, trade references are contacted automatically, and your team sees everything in one workspace — before picking up the phone.
- Consistent data across every application
- Automated trade reference collection
- Configurable credit limit and terms fields
- Webhook to your ERP on decision
Illustration — Manufacturers & distributors