About this template
A credit reference request form is an essential tool for financial organizations, B2B vendors, and lenders who need to evaluate a prospective client's financial stability and payment reliability before extending credit terms. By collecting standardized details regarding past credit history, payment terms, and average invoice settlement times, finance teams can make informed risk assessments quickly and securely.
Traditionally, gathering credit references involved chasing down trade partners and bank contacts via phone or disjointed paperwork. With Doc2Form, you can instantly convert this comprehensive credit reference request template into a ready-to-use Google Form. Simply share the link with your applicant's references or embed it directly into your onboarding portal to capture accurate data straight into Google Sheets for rapid underwriting and review.
Key features
- Collect complete business and trade reference details instantly.
- Standardize credit evaluation metrics across all applicant files.
- Track payment terms, average invoice days, and past NSF occurrences.
- Centralize all client financial background data directly in Google Sheets.
- Accelerate credit approval workflows with structured online intake.
Use cases
Wholesale suppliers vetting new commercial buyers before granting net…
Wholesale suppliers vetting new commercial buyers before granting net-30 terms.
Financial advisors and lenders conducting background due diligence on…
Financial advisors and lenders conducting background due diligence on corporate clients.
Commercial landlords assessing prospective tenants' financial track r…
Commercial landlords assessing prospective tenants' financial track records.
What this form collects
- Company Name (Short answer)Enter the legal registered name of the business applying for credit.
- Contact Person Full Name (Short answer)Enter the name of the representative completing this reference form.
- Job Title (Short answer)Your current title or position within the company.
- Email Address (Short answer)Provide a valid business email address for verification purposes.
- Date (Date)Today's date.
- Business Relationship Duration (Dropdown)How long has your company maintained a business relationship with this applicant?
- Current Payment Terms (Short answer)Specify the payment terms currently extended to the client (e.g., Net 30, COD).
- Average Invoice Payment Days (Short answer)On average, how many days does the client take to settle their invoices?
- NSF Cheques or Rejected Payments (Multiple choice)Have there been any non-sufficient funds (NSF) or rejected payments on their account?
- Credit Limit Extended (Short answer)What is the highest credit limit currently or previously extended to this client?
- Overall Account Rating (Linear scale)How would you rate the overall payment performance and reliability of this account?
- Additional Comments or Recommendations (Paragraph)Please share any extra context regarding the applicant's creditworthiness or financial standing.
FAQ
How does Doc2Form help me create this credit reference form?
Doc2Form instantly transforms this professional template layout into a fully editable Google Form, saving you from building questions from scratch.
Where are the credit reference responses stored?
All submissions are automatically saved to a Google Sheet linked directly to your form, making it easy for your finance team to review and analyze data.
Can I customize the questions on this template?
Yes! Because it is a native Google Form, you can add, remove, or edit any questions, payment terms, or rating scales to match your exact lending criteria.
Is this credit reference request form free to use?
Yes, this template is completely free to convert and deploy using Doc2Form's instant Google Form generator.
How do I share the form with references?
You can easily share your form via a direct link, email invitation, or by embedding it directly into your organization's website or portal.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.