Home > CreditMatrix Overview > Paperless Customer Files

Experience the true paperless office with CreditMatrix?s versatile information organization capability. Organizing credit risk management information into manual files and accessing the information thereafter can be time consuming and frustrating. Much worse, such information can be very insecure.

With CreditMatrix, capturing, securing, organizing and accessing your credit management information are easier, effective and a true electronic experience.

Instant access to customer credit information
CreditMatrix enables credit risk managers to organize, store and retrieve a wide-range of credit management information instantly. These include the following information:

  • Collaterals
  • Trade References
  • Key customer and contact data
  • Credit Applications
  • Credit Approvals and Credit Approval History
  • Financial Statements
  • Credit Bureau Reports
  • Customer notes, etc

Document your credit management notes safely online
No more mental and paper notes that are lost at anytime. Make and organize your customer credit risk management notes and save them into electronic file folders in a way consistent with your credit information organization policy.

Your notes can now live as long as your customers.








 



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