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The document outlines a strategic initiative for extending credit to dealers in CALABARZON, emphasizing the importance of evaluating dealers' reputation, financial capacity, and market conditions to minimize risk. It includes a sample credit information sheet for dealer applications, detailing required applicant and financial information, credit request details, and an authorization agreement. The document serves as a guideline for assessing creditworthiness and supporting growth objectives.

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40 views3 pages

PDFPDF

The document outlines a strategic initiative for extending credit to dealers in CALABARZON, emphasizing the importance of evaluating dealers' reputation, financial capacity, and market conditions to minimize risk. It includes a sample credit information sheet for dealer applications, detailing required applicant and financial information, credit request details, and an authorization agreement. The document serves as a guideline for assessing creditworthiness and supporting growth objectives.

Uploaded by

julianalviar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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1.

As the accounting supervisor, extending credit to dealers in CALABARZON is a key strategic


initiative. To ensure successful partnerships, we will begin by evaluating each dealer’s
reputation and payment history. Next, we will analyze their financial capacity through cash flow
and income statements to confirm they can meet obligations. Additionally, assessing their
capital investments will provide insight into their financial stability. Finally, we will examine
external market conditions that could impact their ability to repay. This thorough approach
minimizes risk and supports our growth objectives.

2. Sample Credit Information Sheet

Company Name: [Your Company Name]


Date: [Insert Date]
Prepared For: Vice President for Finance

---

Dealer Application Credit Information Sheet

Applicant Information
- Business Name: __________________________________
- Contact Person: __________________________________
- Address: _________________________________________
- City, State, Zip: _________________________________
- Phone Number: ___________________________________
- Email Address: ___________________________________

---

Business Information
- Type of Business: (Check one)
- [ ] Sole Proprietorship
- [ ] Partnership
- [ ] Corporation
- [ ] LLC
- Year Established: ________________________________
- Tax ID Number: __________________________________
- DUNS Number (if applicable): ______________________

---

Financial Information
- Annual Revenue: $_______________________________
- Net Profit (last fiscal year):
$__________________
- Bank References:
- Bank Name: ____________________
- Contact Person: _______________
- Phone Number: _________________
- Trade References:
1. Company Name: __________________
- Contact Person: _______________
- Phone Number: _______________
2. Company Name: __________________
- Contact Person: _______________
- Phone Number: _______________
3. Company Name: __________________
- Contact Person: _______________
- Phone Number: _______________

---

Credit Request Details


- Desired Credit Limit: $__________________________
- Purpose of Credit:
$ _____________________________
- Estimated Monthly Purchase Volume: $______________

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Agreement and Authorization


I, the undersigned, authorize [Your Company Name] to obtain credit reports and contact
references for the purpose of evaluating this application.

Signature:__________________________
Printed Name:_______________________
Title:______________________________
Date: ______________________________

---

For Internal Use Only


- Application Received Date:
___________________
- Credit Score:
_______________________________
- Credit Decision:
(Approved/Denied) __________
- Comments: ____________________________________

---

End of Document

Note: Customize this sheet as needed to align with company policies and procedures.

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