Credit Document Management Solution

Securely organize, protect, and instantly access critical credit information with advanced digital document management technologies.

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A Secure Document Vault

Secure Document Vault

Transform your document management approach with a comprehensive digital repository designed for maximum security and accessibility. The Credit Document Management solution provides an encrypted, authorized-user platform that transcends traditional filing systems. Unlike physical document storage, this digital vault ensures instant, remote access while maintaining rigorous security protocols, protecting sensitive financial information with state-of-the-art encryption and controlled user permissions.

Comprhensive Document Repository

The Secure Document Vault comprehensively captures and stores critical financial documentation, including:

  • Credit Application Information: Complete credit references and supporting documentation
  • Regulatory Certificates: Tax-exempt, resale, direct payment, and multi-jurisdiction certificates
  • Legal Documentation: Personal and corporate guarantees
  • Financial Records: Credit bureau reports, financial statements
  • Payment Authorization Forms: ACH and electronic funds transfer documentation
  • Correspondence Records: Communication logs with sales teams, customers, and stakeholders
  • Supplementary Credit Documentation: Additional relevant financial and credit-related materials
Example Documents
Historical Audit Trail

Advanced Historical Audit Trail

Leverage sophisticated document organization capabilities that meticulously track and archive customer interactions. The solution provides comprehensive search functionality, organizing documents at both transactional and account levels. This robust audit trail enables sophisticated analysis of credit relationships, empowering informed decision-making through detailed historical insights.

How It Works

Specify documents

Specify documents and how you want them organized in your virtual filing cabinet.

Specify Option

Specify option to track and monitor documents that require periodic updates, such as renewable licenses, tax-exempt certificate, guarantees, etc.

Specify documents

Specify form-like documents, such as multi-party contracts, with Electronic Signature capability.

Specify access levels

Specify access levels for different classes of users: Sales/Customer Service, Credit/Finance, Customers, Administrators, etc.

Specify encryption

Specify encryption levels for sensitive documents and data.

Discover how SRS Distribution streamlined its credit approvals, job sheets, and collections with a digitized workflow.

Case Study

Improving efficiency for McNeilus Steel with Bectran’s automated electronic credit reference check.

Case Study

Transforming Floor & Decor’s manual credit process into a standardized digital work process.

Case Study

How Ben E. Keith implemented Bectran with ERP Integrations.

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