Free trade reference form
A one-page form to send to the suppliers a credit applicant lists as references. It asks the questions credit managers need answered, in a layout another credit desk can fill in quickly.
Free PDF, no email needed. A sample to adapt, not legal advice: have your attorney review the terms you add.
What it asks
01
Account historyHow long the account has been open, its terms and the last sale.
02
Credit and balanceThe highest credit extended, the current balance and any amount past due.
03
How they payFrom discount and prompt to slow or cash only.
04
Would you sell to them againYes, no, or with conditions.
05
Red flagsReturned checks, collections, or lien and bond claims in the last year.
How to use it
Most suppliers answer only when they can see the applicant agreed to it.
01
Fill in the requestYour company, the applicant, and where the answers should go.
02
Attach the signed applicationOr the page where the applicant authorizes you to contact references.
03
Send it to each referenceBy email or fax, then follow up with the ones that have not answered.
Skip the paper
On Valtis Desk the applicant applies and signs on their phone, each trade reference gets a one-tap form by email, and you get the signed file when the last one answers.