- Specify credit documents and how you want them organized in your virtual filing cabinet.
- Option to track and monitor documents that require periodic updates, such as renewable licenses.
- Specify Form-Like documents such as multi-party contracts with Electronic Signature capability.
- Specify access levels for different class of users: Sales/Customer Service, Credit/Finance, Customers, etc.
Secure Access to all your Credit Information
The Bectran Secure Document Vault organizes your credit documents for quick and easy access, and provides secure access for authorized users.
- Credit Application - complete credit application information
- Tax Exempt Certificates - including Resale certificates, Direct Payment Exemption certificates, Multi-Jurisdiction certificates, etc.
- Personal and Corporate Guarantees
- Credit Bureau Reports
- Financial Statements
- ACH Forms
- All correspondences with Sales, Customers and other Stakeholders
- Credit References, etc.
Get Started Today. Transform Your Credit Department. Learn more about Bectran.