Credit Application Refusal Form

  • The objective of this form is to give a valid reason to the client for a rejected credit account request.
  • Proving the client with an alternative solution other than credit.
  • Improving accountability, efficiencies and consistency.
  • Assists with consistency of employee decision making.
  • Clarity over job roles to improve responsibilities and compliance.
  • Streamlining internal processes.
  • Roadmap to daily operations through documented steps.
  • 100% customisable MS Word document
  • Once off payment – no subscription.


By purchasing this product, you agree to these Terms & Conditions


  • Client details
  • Finance assessment of reasons for credit assessment rejection
  • Suggested alternative for client trading
  • Approval signatories


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