How to increase, decrease or cancel a credit limit on a buyer

To request a credit limit increase or decrease for one of your buyers, follow these steps:

1. Click on the My Portfolio menu.

Note: If you have multiple policies, you can filter credit approvals by policy number. Select the policy number from the drop-down list and click Submit. Export policy numbers contain an “E” and domestic contain a “D.”

2. On the Portfolio tab, from the list of approved buyers that appears, highlight the buyer for whom you would like to request a modification and click on the Manage Limit button.  

Note: The Manage Limit button is also available in the top right corner of the buyer details screen. You can access buyer details by selecting a buyer and clicking on Details.

3. From the Manage Limit pop-up window, under Credit Limit Management, click on Request Increase, Reduce limit or Cancel Credit limit.

5. In the pop-up window, the system will display whether the request is approved (green check mark), declined (red “x”) or pending (hourglass image). You will receive a second email confirming this decision.