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How to Onboard New Customers Using Credential™

2 Minute Read
Written by NCI
5 May 2025

Welcome to your comprehensive Guide for effortlessly navigating the onboarding process with Credential™. This guide is crafted to help you optimise the customer onboarding experience, ensuring efficient and assured trade operations. Let’s delve into how Credential™, your reliable online credit application software, can be customised to facilitate your business growth.

Credential™ is not just an application; it is a comprehensive solution tailored to streamline your onboarding process. Here are compelling reasons to consider it:

  • Time-Saving: Credential™ significantly reduces the time required to onboard a new client. The online credit application form is user-friendly, allowing your clients to complete it with ease, while the system manages the rest according to your specifications.
  • Paperless and Secure: Transition to a fully digital process with electronic signatures, multiple signees, and secure storage. All your applications remain easily accessible via NCILink.
  • Customised Solutions: Whether dealing with straightforward or complex credit applications, Credential™ is adaptable to your needs. Automatic generation of credit reports supports well-informed decisions on credit limits.
  • Enhanced Workflow: Credential™ ensures application completeness, minimising back-and-forth communications and allowing you to focus on what truly matters—your business.

Key Features of Credential™

Credential™ offers an array of features that empower you to take control of your credit applications:

  • Streamlined Processes: Avoid repetitive communication with customers by using a system designed to make the application process straightforward and efficient.
  • Electronic Signatures: Save time and resources by allowing your clients to sign electronically.
  • Increased Automation: Design your workflow to automatically complete necessary tasks, enhancing overall efficiency.

Hear From Our Satisfied Clients

Our customers have experienced remarkable improvements after implementing Credential™:

  • Sarah Dolby: “Since implementing the Credential console through NCI, the business has greatly benefited. It has significantly reduced the time and resources needed to manage credit applications.”
  • Judy Young: “Processing credit applications used to be a very time-consuming endeavour. However, since introducing NCI Credential™, it has been a genuine time saver, literally halving the process.”
  • Lisa Hesketh: “What has impressed us most is their professionalism, responsiveness, and supportive nature, and we eagerly anticipate continuing our professional relationship for many more years.”

Get Started Today

Are you prepared to transform your customer onboarding experience with Credential™? Our team is ready to assist you in customising the software to match your business needs, ensuring a seamless onboarding process for your new customers. For more information or to start using Credential™, contact us at [email protected] or call 1800 882 820.

Embark on the first step toward efficient and confident trading with Credential™. We are eager to support your business growth through a streamlined and professional onboarding process.

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