Application intake
Configurable credit applications, signatures, and document uploads.
Product direction
Last updated July 2026
This page describes the current beta and the problems the team is considering next. It is directional, not a delivery commitment; scope and priorities may change in response to beta feedback.
Available in beta5
Trade-reference follow-up
Secure reference requests, responses, and reminders.
Vendor review
A shared workspace for application review, messages, notes, and recorded decisions.
Applicant portal
Status, document requests, and communication with the vendor team.
Team access
Organization roles, invitations, and permission-aware workspaces.
Improving during beta4
Onboarding clarity
Clearer workspace approval, invitation, and first-use guidance.
Email delivery diagnostics
Better visibility when a sign-in or reference email is delayed or filtered.
Reporting and export
More useful ways to review and move application records.
Quality and reliability
Ongoing accessibility, performance, security, and resilience work.
Under consideration4
Accounting connections
Optional connections to accounting tools such as QuickBooks.
CRM and ERP events
Webhooks and integrations for downstream business systems.
Portfolio reporting
Cross-application reporting for vendor credit teams.
Mobile experience
A more focused experience for work away from a desktop.