Credit Application & Customer Onboarding Automation for B2B Companies
Powerful automation tools designed for modern credit teams
Professional credit applications with one click. Customers fill out information and provide reference contacts seamlessly.
Automatic email requests with secure links. References use our no-login portal to complete submissions instantly.
Customizable automated reminders ensure you never miss a response. Set it once and let the system work.
Track reference response rates, approval timelines, and credit risk metrics in one unified dashboard.
Streamline credit decisions with intelligent approval workflows. Route applications through authorized reviewers with automated notifications.
Coming Soon: Connect with your existing ERP, CRM, and accounting systems for a unified workflow.
Eliminate the pain points holding back your credit team
Stop managing endless email chains and spreadsheets. Customers enter their information once, directly into FormSafe.
Trade references take weeks with email. Our automated system sends secure links and tracks responses in real-time.
Every customer submits differently. FormSafe ensures standardized, complete credit applications every time.
Lost track of where applications are? See the complete status of every application and approval step in one dashboard.
Purpose-built for B2B companies offering credit terms
Manage credit applications for hundreds of retail locations with automated approval workflows.
Streamline credit onboarding for customers, partners and distributors at scale.
Reduce friction for customers applying for service contracts with fast, digital applications.
If you extend credit terms to customers, FormSafe automates your entire credit workflow.
See the difference automation makes
Everything you need to know about FormSafe
The credit application process can take as little as 5 minutes. Secure, personalized links are sent to your customers where they will fill in their information which is immediately visible to you in your FormSafe portal.
Your customer provides businesses they are authorizing you to use for credit reference requests. Once the application is received back into the FormSafe portal, you review and approve the application for references. Secure, personalized links are then sent to the vendors for confidential credit reference. Once completed, they are immediately visible to you in the portal.
ALWAYS. FormSafe uses row level security as well as organizational and user specific authorization and authentication. Your customers' information will only ever be visible to your company. Further, sales people in your organization cannot see customer information that is not assigned to them, only their own. Admin and credit users can see all organization customer accounts.
Join leading B2B companies automating their credit operations with FormSafe