ECOS – Online Credit Application

1 Day “Sales to Shipment” with Credit2B ECOS™

80% faster “sale to shipment” with 90% less labor, usually ready for approval in just hours.

Simply put, we zeroed-out all the time, frustration, hassle and work to get from “sale to shipment” with our revolutionary approach to customer onboarding with our fully automated Customer Credit Application – Credit2B ECOS™

  1. The Sales Rep finds a new customer, and gives them a link to a New Account Application on Credit2B ECOS™.
  2. The Customer. The customer fills out the comprehensive online application, e-signs it including any contracts and your business terms, and clicks “submit”.
  3. The ECOS Process. ECOS, with AI and robotic processes, verifies the business, history and public filings, bank and trade references, financial metrics, a credit bureau report, risk and payment ratings, and recommendation. An optional analyst opinion is always available.
  4. The Credit Decision. A digital Credit File is in your inbox awaiting a credit decision. With configurable workflow, the Summary and File can be routed to other decision makers, for approval or other handling.

ECOS™ eliminates all the emails, faxes, telephone tag, paper, backlogs, follow-ups, and delays. Further, because of our proprietary methods, we are achieving unheard of reference compliance from the banks and trade creditors.

The ECOS™ Dashboard tracks all applications and monitors the customers for changes, and will update the customer information annually at your request.

More Features

The ECOS™ workflow manages the onboarding process from point of sale to a decision.

  1. Your own brand, and better customer service
  2. 80% faster sale-to-first-shipment cycle
  3. Eliminate 90% of manual input and errors
  4. Integrate workflow with credit policy and customer data
  5. Management dashboard for tracking all new customers
  6. Verified bank and trade references included
  7. Capture customer financials and score automatically
  8. Get customer e-signatures on the application, contracts, guarantees, etc.
  9. ECOS™ produces a complete online credit file, with e-credit application, credit report, references, decision support.

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