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How to write your Company Credit Reference Request
We include this 2 page template with Contractors Contract Pack and the Proposal Kit Professional. You will get more content and software automation for data merging, managing client documents, and creating proposals with line item quoting with a Contract Pack or the Professional.
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1. Get Contractors Contract Pack or the single template that includes this business contract document.
We include this Company Credit Reference Request in editable Word format that can be customized using your office software.
2. Download and install after ordering.
Once you have ordered and downloaded your template or pack, you will have all the content you need to get started.
3. Customize the contract template with your information.
You can customize the contract document as much as you need. If you get a Contract Pack or Professional Bundle, you can also use the included Wizard software to automate name/address data merging.
How do you write a Company Credit Reference Request document?
REQUEST FOR CREDIT REFERENCE
Current Date: Current Date
For the benefit of:
Company Name
City, State Zip or Postal Code
Phone Number
Company Name has requested credit with our company and has named you as a reference for credit. Company Name has authorized us to conduct a reference check and contact you on their behalf for the following information. I hereby authorize the institution listed in this credit reference request to release necessary information to the company for which credit is being applied for in order to verify the information contained herein.
Signature Date
Credit Reference Details
Please provide us with the following information:
How long has the above-named company had an account with you or your company? What is the highest balance the above-named company has reached? Average balance? Has the above-named company had any late payments or overdrafts?
Have you had a satisfactory relationship with the above-named company? Does the above-named company have an outstanding balance with you or your company? Note - "outstanding balance" for the purpose of this credit reference refers to a balance which is past due or in which interest only payments are being made. If you have any additional information that would help us to evaluate the above-named company, please attach it to this credit reference.
All information provided to us is held in the strictest confidence and is not provided to the party or parties requesting credit.
4.7 stars, based on 839 reviewsRelated Documents:
Key Takeaways
- The Company Credit Reference Request is available as a ready-to-edit template.
- The Contract Packs and Professional Bundle include many related agreements and documents.
- You can automate financials and data merging into contracts using a Contract Pack or Professional Bundle.
- You can also create business proposals and integrate your contracts using the Professional Bundle.
- There are no ongoing subscription fees. You get lifetime unlimited use.
Ian Lauder has been helping businesses write their proposals and contracts for two decades. Ian is the owner and founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.By Ian Lauder
Published by Proposal Kit, Inc.Disclaimers
Proposal Kit, Inc. makes no warranty and accepts no responsibility for the suitability of any materials to the licensee's business. Proposal Kit, Inc. assumes no responsibility or liability for errors or inaccuracies. Licensee accepts all responsibility for the results obtained. The information included is not legal advice. Names in use cases have been fictionalized. Your use of the Company Credit Reference Request template and any purchased packages constitutes acceptance and understanding of these disclaimers and terms and conditions.
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