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Credit Application Form

Set up new B2B customer accounts faster with our online credit application form. Securely collect business information and automatically route to the appropriate departments for approval. Plus, with seamless integration into your existing CRM, ERP, or accounting systems, you can eliminate manual data entry and maintain accurate, up-to-date records across your business.

Sign up for a free 30-day trial to try out this form, or customise it in minutes using our drag and drop form builder.

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  • New Zealand data residency

  • Collect signatures and credit report file uploads

  • Fully customisable form fields and designs

  • Mobile-friendly save-and-resume functionality

  • Adheres to New Zealand Privacy Principles

  • Include field validation rules for data accuracy

DEMO FORM TEMPLATE
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Trusted by New Zealand organisations of all sizes

Protect Your Customers’ Privacy

Be confident that all applicant information is stored securely on our New Zealand-based servers. Unlike overseas-based form providers, we store all data locally, adhering to the New Zealand Privacy Principles.

Embed Your Application Form On Your Website

Easily embed the credit application form on your website or send applicants a direct link via email or text. Add your branding, logos and colour schemes using our simple drag-and-drop form builder.

Automate and Streamline Your Data Collection

Integrate application form submissions with your own systems such as BI tools and CRMs. Or choose from hundreds of connectors using Snapforms and Microsoft Power Automate.

Tailor Your Form to Your Exact Requirements

Add as many fields as you need to capture and include all the detailed information required to process a business credit application, including signatures, references, credit reports, terms and declarations.
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