Credit Inquiry Request Template | REV103-3
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Credit Inquiry Request Template
The Credit Inquiry Request Template is part of the credit investigations process. The customer’s bank(s) should be contacted to determine how the customer handles their finances.
Contact each credit reference provided by telephone, fax, or mail. Each reference should complete a REV103-3 CREDIT INQUIRY form. The Credit Manager should evaluate the completed form upon its return. If additional information is deemed necessary, a Credit Bureau Report on the customer should be obtained. Note: written authorization is required for most inquiries.
The data collected above can be used to assign customer credit scores or ratings that can be used to segmenting that customer base by risk category. Segmenting the customer base by risk — high, medium, and low — allows the company to achieve collection efficiencies by better prioritizing accounts and identifying customer trends.
Credit Inquiry Request Template Details
Format: Microsoft Word 2013 (.docx)
Manual: Accounting Manuals Template
Procedure: Credit Policy Procedure REV103
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