Skip to main content
All CollectionsRisk Management
Share your online credit application form
Share your online credit application form

Access and make the online form available to your customers and prospects

Jane avatar
Written by Jane
Updated over a week ago

How to share your online credit application form to your prospects and customers?

Your unique ezyCollect online Credit Application form is available in your ezyCollect file; once this has been set-up and configure.

  1. Login to your ezyCollect file

  2. From the left menu, click on Credit Applications.

3. Click on the Share Application Form Link button.

4. You can share this public link by:

Externally to your clients and prospects

  • Embed to your website (you may need assistance from your IT/web developer to be able to embed this to your company website)

  • Send the online credit application form link via email or even SMS to your prospects and/or customers.

Internally to your team members (i.e, sales or customer care/support team)

  • You can share the link with your team members in the business and they can mark the URL link as favorite in their web browser (desktop or phone). Your team members can then share externally.

Relevant Articles:

Did this answer your question?