Wholesalers and B2B suppliers can take trade-credit requests on a marketing site. The form captures the legal entity and contact before anyone pulls a credit report.
Use a form whose notifications go to credit control.
Keep the business name field checked.
Sit the form beside your net-30 copy.
Send the full credit pack from email after review.
A credit application is the request to buy now and pay on terms. US suppliers often follow it with a Dun & Bradstreet or Experian Business pull. UK suppliers may ask for Companies House details and a director’s guarantee later—not on the public first form.
The public form should stop at identity, company name, and a statement of what they want to buy. Putting bank account numbers or SSNs on a public HTML form is a gift to fraudsters; keep those off this page.
Treat the web form as a lead, not as underwriting.
Send a secure PDF or portal link for bank references after a human reviews the lead.
Paper packs still dominate manufacturing. HTML is how e-commerce wholesalers start.
Place next to net-30 messaging so buyers are not hunting for a PDF.
Still common; you lose timestamps and create version chaos.
NetSuite and SAP have this; they are not your brochure site.
Fintech embeds decide in seconds; use them after this form qualifies the company.
Many line-card sites are static HTML from a manufacturer. Put the form on the ‘open an account’ page.
Route submissions to finance@, not sales@, if your process requires a credit manager first.
You can technically add fields. You should not. Use a secure follow-up.
No. It only captures the request.
Ask for the registered entity, not a trading style, in both countries.
Reply from your dashboard email workflow; do not leave people without a decision.