Good first impressions are vital for business success, especially when a new customer requests your service. But what do you do to impress your new client?
Let’s answer a question first. Do your clients have to fill business credit applications manually or using a simple online form?
With new age-technology, the traditional methods of collecting documents from clients are getting a second look.
While some companies still rely on paper-based forms, the companies that want to improve customer experience use scalable and integrated tools to acquire new customers.
In this modern and fast-paced world, customers want a complete digital experience. When you ask them to fill paper forms and share photocopies, they run away from your service.
It is decisive to provide your clients with an effortless digital application solution to leave a lasting first impression.
While processing clients’ applications, you must collect and scrutinize all legal documents to minimize compliance risk and meet all requirements. Doing it the old way takes a lot of time which is the most valuable asset for your clients.
You will save a lot of time and resources with your business credit application processing by automating the process using a modern tool like Clustdoc. It's a hands-off and straightforward approach to handling business credit applications.
With Clustdoc, you can collect and move forward clients’ applications quicker than ever before. Your processing system will be thorough, structured, and well-integrated giving you the best outcomes.
Your clients no longer have to fill out paperwork. They can now use Clustdoc's Digital Form to fill out forms online interactively and accurately.
Clustdoc's advanced forms make collecting business information such as business contact, credit, trade, and bank details effortless.
Applicants can comfortably move forward with the checklist by sharing the required documents to apply for your service.
To apply for business credit, customers must provide supporting papers such as copies of licenses and permits, balance sheets, personal income statements, W-2, and tax records.
Manually collecting these verification documents is a long process. With Clustdoc, your clients can conveniently submit their information from their phones or computers without any hassle. Your team can review their information very quickly from the business console.The Clustdoc platform keeps these files in a separate folder on the cloud when your clients submit them. When you need the documents, you can quickly locate them.
You will no longer lose a client record amid your cabinet's stack of papers.
When a new client applies for business credit, many papers require signing. Legal documents like the Terms and Conditions, agreements, and policies will need signatures from your clients.
Previously, you had to print, sign, and then copy or scan your legal documents. Doing it the orthodox way is a time-consuming process. Clustdoc’s e-signature feature helps you sign all the documents within minutes.
With Clustdoc, you can collect legally binding e-signatures without needing to print, sign, and then scan documents any longer.
We created a business credit application template for you to save your time and effort.
With Clustdoc, you can provide a better customer experience to your clients because it’s faster, time-saving, and efficient for both you and your clients.
You can use our ready-to-use template and improvise according to your requirements to help your clients apply for your service without any hassle.
Now is the time to get started with Clustdoc and turn your first-time clients into long-time, loyal customers.