There is a saying that for B2B, the clock is ticking fast, meaning B2B clients are always in a hurry and try to organize everything as quickly as possible.
For you as a B2B mortgage broker, this can be an excellent hint to organize the processes more straightforward and faster to attract more credit applicants. In this regard, your business credit application process has a crucial role, as that's the main and the most time-consuming stage of the credit application.
Not only from the perspective of applicants but your perspective, it's far easier, safer, and more organized to collect all the necessary application documents digitally. Reviewing the numerous credit applications and deciding which clients should receive the credit approval is a massive responsibility on the B2B Mortgage broker's shoulders.
We know that missing something in the application documents can cause significant issues for you not only in terms of productivity but also compliance, that’s why we want to offer an easier, more secure way to manage your B2B client onboarding process.
Our online Business Credit Application checklist addresses the main pain points that B2B brokers experience with traditional application formats. The digital application template contains all the relevant details and fields, which businesses should fill, thereby providing brokers with the necessary data for decision-making.
Below is the breakdown of Clustdoc's business credit application checklist template which you could customize to your services very easily.
Use our online form builder to create your very own business and personal application form.
The drag and drop builder makes it very easy to add new fields and capture the data you need right on time.
Thanks to our smart document collection system, you’ll be able to list all required documents and in your business credit application checklist to make sure your team can review submitted information easily.
Generic documentation includes:
• Entity documents
• Licenses and permits
• Balance sheet
Clustdoc allows you to collect legally-binding eSignatures as part of your business credit application. You’ll be able to upload your very own contract templates and have them signed by your clients.
Want to digitize your business credit application process? Use our ready-to-use template, customize it to your needs and services and use it today with clients!