Submitting New Credit Requests

Overview

When submitting credit requests, you can enter search criteria to determine if the customer record already exists. Performing this search prevents duplicate customer records that can lead to inaccurate exposure information. You can search for the customer using a variety of search criteria, including the customer name or number, the date the credit request was last modified, and the credit request owner.

Click here for search tips.

Click here for a description of fields on the Create New Credit Request Search screen

When a search finds no matching customer records, you enter the customer information on the Create New Credit Request screen. eCredit stores the information you enter for the credit request as basic information for the customer, and automatically generates a customer number. The customer information is now available through the Customer Analysis module.

Credit request types

You can submit requests for different types of credit, such as a line of credit, lease, or term loan. Use Other when submitting credit checks.

Adding addresses

You can enter multiple address types for a credit request, such as legal, billing, mailing, and shipping addresses. By default, the first address you enter is the legal address. This is because an automated decision process must have the legal address when pulling bureau data. You can enter only one legal address for each credit request, but you can enter more than one address for all other types.

E-mail addresses for contacts

The e-mail addresses that you enter for contacts through the Credit Request Details screen can be used to automatically fill in e-mail addresses when sending e-mail using the Correspondence feature.

Related topics

• How to Submit a New Credit Request

• Submitting Credit Checks

• Adding Bank References to Credit Requests