How to add a buyer and request a credit approval

To add a new buyer to your policy and request a credit limit approval, follow these steps:

1. Click on the My Portfolio menu. On the Portfolio tab you will see a list of your current approved buyers. If you have multiple policies, you can filter credit approvals by policy number. Export policy numbers contain an “E” and domestic contain a “D”. Select the policy number from the drop-down list and click Submit. 

2. Click on the Add Buyer button. (Alternatively, you can click on the Manage menu and select Add a Buyer).

3. Under Company Search, enter information about your buyer and click on the Submit button.

4. The system will display a list of potential matches. Click on the Select button for the desired company from the list of results

5. On the Buyer detail screen that appears, click on the Manage Limit button in the top right corner.

6. In the Manage limit window that appears, click on Request Credit Limit.

7. In the Credit Limit Application pop-up window that appears, complete all the necessary fields and attach any relevant files such as the buyer’s financial reports or credit reports. When complete, click on the Submit button. An email confirmation will be sent to you, acknowledging the request.

Note: If the buyer is in Canada, you will also be asked “Are you shipping the goods or providing the service outside of Canada?”

8. In the Credit Limit Request 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.  

To add a buyer which doesn’t appear in the search results, follow these steps:

Manual identification is available in the bottom left-hand corner of the company search screen

1. Click on here in the box, as shown below:

2. The Manual identification form will appear. Provide as much information as possible in order to process the identification and click on the Submit button.

This registers the buyer and will bring you to the Buyer information screen.

3. On the Buyer information screen, click on the Manage Limit button in the top right corner.

4. In the Manage Limit window that appears, click on Request Credit Limit

5. In the Credit Limit Application pop up window, complete all the necessary fields and attach any relevant files, such as the buyer’s financial reports or credit reports. When complete, click on the Submit button. An email confirmation will be sent to you, acknowledging the request.

Note: If the buyer is in Canada, you will also be asked “Are you shipping the goods or providing the service outside of Canada?”

6. In the Credit Limit Request 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.