Free tool · B2B credit policy template

A B2B credit policy template you can adapt today.

10 sections — scope, onboarding, limit setting, monitoring cadence, exception handling, committee escalation, audit trail. Editable Markdown. Drop the placeholders, swap your thresholds, run it past your credit committee.

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One template down. Three interactive tools to try.

See the credit risk health check, the back-book backtest, and the bad-debt reserve calculator.

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