ValtisDesk

Concrete and masonry supply credit application

Concrete and masonry contractors schedule pours and deliveries around the weather, so their account needs to be ready before the truck is booked. Here is what the application usually asks for, where the paper version slows down, and how to take it online.

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What concrete and masonry suppliers ask for

Not every company asks for all of them, and some vary by state or city.

01
Job detailsThe project address, owner and general contractor for each job, so you have them on hand if a lien notice is ever needed.
02
Who signs delivery ticketsThe people on site allowed to accept a load.
03
Authorized buyersWho may order and schedule deliveries on the account.
04
Tax exemptionCertificates for exempt projects where they apply.
The core of every application

Whatever the trade, a commercial credit application comes down to the same six things.

01
The businessLegal name, trade name, EIN, entity type, years in business, address and phone.
02
The principalThe owner or officer who signs, with their contact details.
03
A personal guaranteeOften required for newer or smaller accounts, signed separately from the application.
04
Trade referencesUsually three suppliers who already sell to the applicant on terms and can say how they pay.
05
The credit requestExpected monthly purchases and the credit line they are asking for.
06
Signed termsYour payment terms, late charges and credit check authorization, signed and dated.
Where it slows down

01
The pour is scheduledIf the account is not approved, the contractor pays up front or the delivery moves.
02
Paperwork lives at the plantThe application and the reference notes sit with whoever took the call.
Online with Valtis Desk

Valtis Desk takes the core of the application online and emails the trade references for you. Items specific to your trade, like a license or job details, you collect at account setup as you do today.

01
Your branded linkvaltisdesk.com/apply/your-name with your logo and color, on your website, invoices, email signature or a QR code at the counter.
02
The applicant applies on their phoneBusiness details, the principal, an optional personal guarantee, three trade references, and a signature drawn or typed on screen.
03
References answer in one tapThe moment the application is signed, each reference gets an email with a short form. No login, no PDF, no phone call.
04
You decide with the whole fileWhen the last reference answers you get the audit PDF by email, then approve or decline and set the credit line and terms.
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Questions

Can several people on our team review applications?

Yes. Invite your team, and everyone works from the same file.

Can we write our own terms?

Yes. Your terms appear above the signature box, and the signed file keeps them.

What does it cost to try?

Nothing for 7 days, with no card.

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