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[Free] Bank and Trade Reference Letter Templates for Trade Creditors
Improve your credit risk evaluation process by understanding your customer's bank and trade relationships
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  • Lesson Overview

Evaluating customer's credit application has never been more tough! Almost all companies include an option for the customers to add a bank and trade reference. However, most of the sellers fail to verify or get sufficient information from these references. Download this ready-to-use bank and trade reference letter templates and get a more in-depth view of your customer's creditworthiness. 

Key Takeaways:

  •  Professional trade reference letter sample
  •  18 vital credit information to include in your reference letter
  •  15 critical details to ask you customer's bank
  •   Required e-signatures
Instructor
Robert Schultz · Founder, Quote to Cash Solution
This template has been created by Robert Schultz, who has a thirty-year career as a global credit and financial executive for large multinational companies. He is the Chairman of the Financial Executive Networking Group (FENG) Credit and Working Capital Management professional group.
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[Free] Bank and Trade Reference Letter Templates for Trade Creditors

Improve your credit risk evaluation process by understanding your customer's bank and trade relationships

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About this course

promoImage
description
lessonOverview

Evaluating customer's credit application has never been more tough! Almost all companies include an option for the customers to add a bank and trade reference. However, most of the sellers fail to verify or get sufficient information from these references. Download this ready-to-use bank and trade reference letter templates and get a more in-depth view of your customer's creditworthiness. 

Key Takeaways:

  •  Professional trade reference letter sample
  •  18 vital credit information to include in your reference letter
  •  15 critical details to ask you customer's bank
  •   Required e-signatures
instructor
name title image description
Robert Schultz Founder, Quote to Cash Solution This template has been created by Robert Schultz, who has a thirty-year career as a global credit and financial executive for large multinational companies. He is the Chairman of the Financial Executive Networking Group (FENG) Credit and Working Capital Management professional group.
recommendation
image tag title description link duration
Credit Scoring Business Credit Report Analysis and Evaluation Tutorial Watch this online training course on Trade Credit Report Analysis to help creditors take day-to-day credit decisions. https://academy.highako.com/trade-credit-report-analysis-course 40 Mins
Credit Policy Credit Risk Assessment Training for Trade Creditors This online course on evaluating your customers' creditworthiness based on factors such as the size of the company, D&B scores. https://academy.highako.com/trade-credit-risk-assessment-course 40 Mins
Credit Scoring Basics of Financial Statements Analysis for Credit Analysts Free online course on analyzing the creditworthiness and understanding the basics of financial statements of a company with different methods and techniques https://academy.highako.com/basics-of-financial-statements-analysis-for-trade-credit-analysts 40 Mins

About this course

promoImage
description
lessonOverview

Evaluating customer's credit application has never been more tough! Almost all companies include an option for the customers to add a bank and trade reference. However, most of the sellers fail to verify or get sufficient information from these references. Download this ready-to-use bank and trade reference letter templates and get a more in-depth view of your customer's creditworthiness. 

Key Takeaways:

  •  Professional trade reference letter sample
  •  18 vital credit information to include in your reference letter
  •  15 critical details to ask you customer's bank
  •   Required e-signatures
instructor
name title image description
Robert Schultz Founder, Quote to Cash Solution This template has been created by Robert Schultz, who has a thirty-year career as a global credit and financial executive for large multinational companies. He is the Chairman of the Financial Executive Networking Group (FENG) Credit and Working Capital Management professional group.
recommendation
image tag title description link duration
Credit Scoring Business Credit Report Analysis and Evaluation Tutorial Watch this online training course on Trade Credit Report Analysis to help creditors take day-to-day credit decisions. https://academy.highako.com/trade-credit-report-analysis-course 40 Mins
Credit Policy Credit Risk Assessment Training for Trade Creditors This online course on evaluating your customers' creditworthiness based on factors such as the size of the company, D&B scores. https://academy.highako.com/trade-credit-risk-assessment-course 40 Mins
Credit Scoring Basics of Financial Statements Analysis for Credit Analysts Free online course on analyzing the creditworthiness and understanding the basics of financial statements of a company with different methods and techniques https://academy.highako.com/basics-of-financial-statements-analysis-for-trade-credit-analysts 40 Mins