ValtisDesk

Steel supply credit application

Fabricators and contractors buying steel often ask for larger lines than other trades, so suppliers want a complete file before they extend terms. 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 steel service centers and metal suppliers ask for

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

01
Bank referenceThe applicant's bank and account officer, since larger lines usually need more than trade references.
02
Purchase order rulesWhether a PO is required on every order and where invoices go.
03
Job or project billingSeparate billing for large projects, with the project named.
04
Tax exemptionResale or manufacturing exemption certificates 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
Bigger lines mean more checkingEvery reference and the bank need to answer before the credit manager is comfortable.
02
The file is spread outThe application, references and notes end up in an inbox, a folder and a spreadsheet.
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 we set the credit line in Valtis Desk?

Yes. When you approve, you set the credit line and terms in the same place.

Does it check business credit bureaus?

No. Valtis Desk handles the application, the signature and the trade references.

Is the file tamper evident?

Yes. The audit PDF carries a SHA-256 hash of the application, so any later change is detectable.

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