About this template
A professional credit application is the foundation of responsible lending and B2B trade credit. This template is designed to help financial institutions, wholesalers, and service providers collect the essential financial data needed to assess an applicant's creditworthiness. By moving your application process to a structured digital format, you ensure that you receive consistent, legible, and complete information from every potential client.
This form captures critical details including business structure, banking references, and operational history. Using Doc2Form to deploy this as a Google Form allows you to centralize all incoming applications in a single spreadsheet, making it easier for your credit department to review, verify, and approve requests. It is an essential tool for any organization that offers net terms or credit lines, helping you reduce manual paperwork and speed up your decision-making process.
Key features
- Standardized fields for business and banking details.
- Mobile-friendly design for applicants on the go.
- Automated data collection directly into Google Sheets.
- Easy to customize with your specific credit terms.
- Secure and professional interface for sensitive data.
Use cases
- Wholesale suppliers vetting new retail partners.
- Financial institutions processing small business loan requests.
- Service providers offering net-30 payment terms to clients.
- Real estate management firms screening commercial tenants.
What this form collects
- Applicant Full Name (Short answer)The name of the authorized representative or business owner.
- Company Name (Short answer)The legal name of the business applying for credit.
- Business Structure (Dropdown)Select the legal structure of your company.
- In Business Since (Short answer)The year your business was established.
- Business Address (Paragraph)The primary physical address of your business operations.
- Bank Name (Short answer)The name of the financial institution where your business holds an account.
- Bank Contact Number (Short answer)The phone number for your business banking representative.
- Trade References (Paragraph)Please provide a list of 2-3 companies you currently have credit terms with.
- Supporting Documents (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) containing your financial statements or tax documents.
- Electronic Signature (Short answer)By typing your full name, you authorize us to verify the information provided and perform a credit check.
FAQ
What information is essential for a credit application?
You should collect legal business names, tax IDs, bank references, and authorization to perform a credit check. Our template includes these core fields to ensure you have what you need to make an informed decision.
Can I add my own terms and conditions to this form?
Yes. You can easily edit the Google Form to include your specific legal disclosures, privacy policies, or credit agreement terms before sharing it with your applicants.
How do I handle sensitive documents like tax returns?
While Google Forms does not support native file uploads, you can add a text field requesting a link to a secure cloud storage folder (like Google Drive or Dropbox) where the applicant has uploaded their supporting documents.
Is this form secure?
Google Forms uses industry-standard encryption for data in transit. Ensure you are using a secure, private Google account and manage access permissions carefully to protect your applicants' financial data.
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.