This review list is offered to educate you about the document and to aid you in preparing it. Keeping a file of strong credit references is a good idea at all times. It is particularly critical in commercial contexts. The perfect time to make one of these queries is when a vendor or supplier expresses an interest in doing business with you. Then request it.
Maintain a file of credit references for future reference. Follow-up with a phone call, not a letter. Bear in mind that you are not dunning them. You are “inquiring” about them. As a firm, you should conduct this procedure in a systematic fashion at least once a year. After reviewing the reports, you’ll know who to contact.
Credit Reference
Date:
Dear ________________:
As we discussed on the phone today, please send a credit reference to: ___________________ and a copy to us.
For your reference:
Name on our account with you:
Our account number isPlease contact let me know if you have any questions or need any additional information.
Thank you for your prompt attention to this request.
Best regards,
_____________
SignerCredit Reference
Review ListThis review list is provided to inform you about the document in question and assist you in its preparation. Keeping a collection of good credit references is always a good idea. It is especially important in business situations. The best way to initiate one of these requests is when a vendor or supplier “wants” something from you. Then ask for it.
Keep a file of credit references for use when required. Follow-up by phone, not letter. Remember you are not dunning them. You are “asking” them. As a business, you should do this in an orderly manner at least once a year. When you review the reports, you will know whom to use.
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