Sending a credit reference request is a normal part of business, but knowing what to write can be tricky. We'll walk you through five different templates for the most common situations.
Relying on a template streamlines the process. It ensures your request is clear, professional, and gets you the information you need.
<template>
Subject: Personal Credit Reference Request for [*Applicant's Full Name*]
Dear [*Reference's Name*],
We are reviewing a credit application for [*Applicant's Full Name*], and they have listed you as a personal reference. To complete our evaluation, we would appreciate your input on their financial history.
Could you please provide the following information?
We have attached a signed consent form from [*Applicant's Full Name*] authorizing this request. Your timely response will help us process their application without delay. Please reply directly to this email with the information.
Thank you for your assistance.
Best,
[*Your Name*]
[*Your Title*]
[*Your Company Name*]
[*Your Contact Information*]
</template>
<template>
Subject: Credit Reference Request for [*Applicant Company Name*]
Dear [*Reference's Company Contact Name*],
We are processing a credit application for [*Applicant Company Name*], and they have listed your company as a trade reference. To help us complete our review, we would appreciate it if you could share some details about your business relationship with them.
Could you please provide the following information regarding their account with you?
We have attached a signed consent form from [*Applicant Company Name*] authorizing the release of this information. Your prompt response would be a great help in moving their application forward. Please reply directly to this email with the requested details.
Thank you for your time.
Best regards,
[*Your Name*]
[*Your Title*]
[*Your Company Name*]
[*Your Contact Information*]
</template>
<template>
Subject: Tenant Reference Request for [*Applicant's Full Name*]
Dear [*Previous Landlord's Name*],
We are reviewing a rental application from [*Applicant's Full Name*], and they have listed you as a previous landlord. To help us complete our evaluation, we would appreciate it if you could provide some information about their tenancy.
Could you please share the following details?
We have attached a signed consent form from the applicant authorizing this request. Your prompt response will help us move forward with their application. Please reply directly to this email with the information.
Thank you for your assistance.
Best,
[*Your Name*]
[*Your Title/Property Manager*]
[*Property or Company Name*]
[*Your Contact Information*]
</template>
<template>
Subject: Request to Open Credit Account - [*Your Company Name*] / [*Supplier Company Name*]
Dear [*Supplier Contact Name*],
We are writing to request the opening of a credit account with your company. As our business expands, we are looking to streamline our purchasing process, and establishing a line of credit would help us manage our orders more efficiently.
Could you please provide us with your credit application form or let us know what information you require to begin the process? We are prepared to submit any necessary documentation, including trade references, to facilitate your review.
We value the products you provide and look forward to strengthening our business relationship.
Thank you for your consideration.
Best regards,
[*Your Name*]
[*Your Title*]
[*Your Company Name*]
[*Your Contact Information*]
</template>
<template>
Subject: Customer Credit Verification for [*Customer's Company Name*]
Dear [*Reference's Name*],
We are setting up a credit account for [*Customer's Company Name*], and they have listed you as a reference. We are writing to quickly verify the information they provided to us.
Could you please confirm the following details regarding their account with your company?
We have attached the signed consent form from [*Customer's Company Name*] authorizing this verification. Your confirmation will help us complete their account setup. Please reply directly to this email with the information.
Thank you for your assistance.
Best,
[*Your Name*]
[*Your Title*]
[*Your Company Name*]
[*Your Contact Information*]
</template>
Once you have your credit reference request templates ready, Flodesk offers a simple way to send them. Our platform provides intuitive email marketing tools for small businesses, helping you grow and manage your email list effortlessly. You can create, send, and automate professional emails that engage your audience without needing any coding or design skills.
Trusted by over 100,000 businesses, Flodesk gives beginners and experts alike the ability to send high-converting emails. With our straightforward email builder, powerful automations, and clean forms, you get everything you need for effective email marketing, minus the complexity.
Sending a clear and professional credit reference request is straightforward when you have the right template. These examples provide a solid foundation for getting the information you need without the guesswork.
Now that you have your templates, use Flodesk to send them and manage all your business communications in one place. Sign up to Flodesk and start sending emails that look as good as your business.
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