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Credit Risk Management

Configurable Online Credit Application

Simplify Prospect Data Collection with a configurable online application for key information

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AI-Based Credit Management Software

Trusted by Credit Teams Across the Globe

Customizable Online Credit Application Solution

Simplify and Enhance Prospect Engagement: Configure and Brand Online Credit Applications to Collect Vital Information and Documents Seamlessly

Credit Application Templates

  • Access a library of pre-built Application Templates organized by Industry or Region.
  • Tailor these templates to match specific needs, allowing companies to have varied applications for different regions and products.
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Supporting Documents Gathering

  • Easily upload important documents like Private Financials (such as Income Statements, Balance Sheets).
  • Include collateral and securities such as Letters of Credit, Personal Guarantee, and Tax Exemption Certificates.

Trade Reference Management

  • Include references in the application process for prospective Customers.
  • Automated emails are sent to contacts, and their responses are checked to verify Customer references.
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Job level Credit Applications

  • Gather credit information (Job Address, Timeline, PO) and manage credit tasks per job/contract in industries like Construction, Staffing, etc.

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Transform Your Credit Application Process

Explore other features of the Credit application system

Credit App Process

Automated
Credit Reviews

Automated Credit Reviews Icon

Prioritized Credit
Worklist

Prioritized Credit Worklist Icon

Credit Agency
Integration

Credit Agency Integration Icon

Public and
Private Financials
Extraction

Public and Private Financials Extraction Icon
Trade Association Connectivity Icon

Trade Association
Connectivity
AI-driven Blocked Order Management Icon

AI-driven Blocked
Order
Management
Automated Collateral and Securities Management Icon

Automated
Collateral and
Securities
Management
Automated Credit Insurance Management Icon

Automated Credit
Insurance
Management

Credit
Management
process flow

Frequently Asked Questions

It's an adjustable online form where businesses gather information from potential customers, including company details, contacts, references, and document uploads like financials and certificates.

The system continually checks customer portfolios using automated algorithms, examining datasets from various sources like customer records, orders, and even external credit agencies, to adjust credit limits as needed.

It creates a daily list for credit analysts to review customer accounts, prioritized based on reasons like credit limit exceeded, blocked orders, new applications, bankruptcy alerts, expiring collaterals, and periodic reviews.

It seamlessly connects to over 25 credit agencies, collecting detailed credit data beyond PDF reports, including crucial fields that feed into credit scoring calculations, enhancing our understanding of customer creditworthiness.

This feature automates the collection of assets like bank guarantees or letters of credit from customers requesting high credit limits or in high-risk sectors like construction or oil and gas, providing a safety net for credit risks."