Credit application forms are necessary whenever someone is applying for business or personal credit. These forms are typically used to gather data to run background and credit checks on their customers/lenders.
Credit approval applications typically require basic information from the lender that will make it easier to run a credit check. Using a simple free application will help you avoid legal fees that are associated with drawing up a professional template.
Using a standardized form will ensure that you are receiving the same information from all applicants. Once you have a template created with your official letterhead, you will not have to worry about drafting up a new document for every customer. You will be able to print out multiple copies to have on file for future applicants.
This two page printable form allows you to gather information about a company prior to issuing credit. Fields for company information along with banking and trade references are provided. Customize terms within the agreement section to meet your own credit requirements.
CONTACT INFORMATION | |
YOUR NAME | TITLE |
PHONE | |
BUSINESS INFORMATION AS REGISTERED | |
COMPANY NAME | |
ADDRESS | PHONE |
CITY | STATE, ZIP CODE |
LENGTH OF TIME AT CURRENT ADDRESS | |
TYPE OF BUSINESS | |
BANK INFORMATION | |
BUSINESS REFERENCES | |
CREDIT AGREEMENT | |
COMPANY REPRESENTATIVES | |
NOTES & COMMENTS |
If you are looking to lend or receive credit for business or commercial reasons, it will be beneficial to start with a generic application. This form will help gather the information you need in order to determine whether a person is reliable and will pay back their debts. It is typically recommended to not only ask the information required for a credit check, but also for past referrals as well.
Commercial lending can be very complicated so it is important that you get the necessary information such as:
Auto/Car Credit Applications
Auto lending can be associated with many types of people, so it is extremely important that everyone is vetted accordingly. This means making sure that an appropriate credit check is run and also checking references. It is always important to make sure that personal information is confirmed with some form of identification, such as driver's license or passport. We typically recommend making a photocopy of this documentation when the application is returned to you.