Credit Reference Request PDF Details

In the intricate dance of corporate finance, the Credit Reference Request form plays a pivotal role, underpinning the trust and transparency that are quintessential in the realm of credit transactions. Originated by iGoLogic, Inc., this document seeks to procure comprehensive feedback on the creditworthiness of a specified entity, ensuring that financial prudence is maintained in the extension of credit lines. Embedded within this form are sections meticulously designed to extract detailed information regarding sales activity, payment history, and outstanding balances, amongst others, from the referent, thus providing a panoramic view of the fiscal responsibility exhibited by the subject company. Particularly noteworthy is the provision for indicating the urgency of the request and the tiered structure of requests, which reflects the iterative nature of credit evaluation. As a harbinger of financial insight, this form, underscored by its focus on confidentiality and thoroughness, emboldens companies to make informed decisions predicated on the historical fiscal behavior of potential credit recipients, thereby mitigating the inherent risks associated with credit extension.

QuestionAnswer
Form NameCredit Reference Request
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namescredit reference check form, credit reference request form template, credit reference questions template, credit reference request form

Form Preview Example

iGoLogic, Inc.

46750 Fremont Blvd. Ste. 104

Fremont, CA 94538

Tel: 510-252-9388

Fax: 510-252-9399

www.igologic.com

 

Credit Reference Request

 

Urgent, Order Pending

Request Date: _________________

1st Request

 

 

2nd Request

 

 

3rd Request

 

 

To: _____________________________ Re: ________________________________

Co: _____________________________ Acct#: ______________________________

Address: _________________________ Address: ____________________________

________________________________ ____________________________________

Tel: _____________________________Tel: ________________________________

Fax: ____________________________ Fax: _______________________________

We are in the process of updating our credit file on the above referenced company. We ask you in confidence to assist us with the following information:

Sales Activity Since: _______________ Terms of Sales: ______________________

Date of Last Sale: __________________Credit Limit: _________________________

Highest Balance: ___________________NSF Activity: Yes No

Open Balance: ____________________ If Yes how many times: ________________

Over All Rating: Good Fair Poor Payment History:

Prompt Slow

Average days to pay: _______________

 

Please provide any comments on your experience with this customer that would be helpful to us in determining the terms of credit to extend to applicant:

_______________________________________________________________________________

_______________________________________________________________________________

Products Customer are purchasing? _________________________________________________

Reference given by:

 

_______________________________

____________________________________

Signature

Position / Title

_______________________________

____________________________________

Print Name

Date Completed

► Please fax it to: 510-252-9399

Attn: Credit Department

Thank you very much for your assistance.

Sincerely,

Credit Department

iGoLogic, Inc.

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CreditRef Ver. 0111

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The software will need you to submit the Please provide any comments on, Products Customer are purchasing, Reference given by, Signature, Position Title, Print Name, Date Completed, Please fax it to Attn Credit, Thank you very much for your, Sincerely, and Credit Department iGoLogic Inc part.

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