Bectran
  • Customers
  • Solutions
    Bectran

    Credit, Collections & Accounts Receivable Management

    Transform your credit department with digital task management and process automation.

    Register for webinar Register for Live Webinars
    Start Free Pro Trial Start Free Pro Trial
    Request a Demo Request a Demo

    Credit Management

    Credit Application System Credit Application System Credit Management Workflow Credit Management Workflow Credit Analysis & Decision Credit Analysis & Decision Accounts Receivable Review Accounts Receivable Review
    Construction Job Sheet System Construction Job Sheet System Credit Document Management Credit Document Management Credit Operations Management Credit Operations Management Auto Decision Manager Auto Decision Manager

    Collections Management

    Collections Tasks Management Collections Tasks Management Collections Officer Digital Workspace Collections Officer Digital Workspace Pre-Collections Tasks Management Pre-Collections Tasks Management Promise-To-Pay Plan Promise-To-Pay Plan

    AR Management

    Disputes, Claims & Settlements Disputes, Claims & Settlements Cash Application Invoicing, Billing & Payments Invoicing, Billing & Payments AR Portfolio Analytics AR Portfolio Analytics Order Hold Management Order Hold Management
  • Enterprise

    ENTERPRISE

    Enterprise Data Management

    Seamless integration with clients’ back-end ERPs, CRMs and e-commerce sites for fast two-way delivery of credit data. Request a Demo
    Consumer Credit Reporting
    Connect directly to credit bureaus within the Bectran platform.
    Corporate Business Credit Reporting
    Verify new companies’ financial data and corporate history.
    Payment Method Verification
    Authenticate payment methods before approving applications.
    Corporate Registration Verification
    Verify corporate registrations to mitigate fraudulent activity. 
    Personal Identification Verification
    Mitigate fraud by verifying driver’s license information.
    CRM Integrations
    Integrate directly with your preferred CRM to speed up communication.
    E-Commerce Integrations
    Link your preferred e-commerce platform directly with Bectran.
    Financial Data Repository
    Verify the financial history of any publicly traded US company.
    Construction Lien Tracking Integration
    Track and organize lien information with the click of a button.
    UCC Filing Data Integrations
    Retrieve UCC filing data without ever leaving the Bectran platform.
    Payment Gateways
    Effortlessly connect your preferred payment gateway directly to Bectran.
  • Pricing
    Credit Management
    Choose from multiple levels of user access, module combinations and volume tiers to create pricing built especially for your business.
    AR & Collections Management
    Like our credit management plans, pricing for AR & collections modules are built specifically to meet the unique needs of your company.
    Custom Pricing
    Build a pricing package to fit your company’s growth objectives. Contact our sales team to create a custom pricing plan today.
    Get Custom Pricing
    Contact sales agent
    Contact sales agent
    (888) 791-6620
    Contact Sales
  • Company
    About Us Careers Events Press Blog Security Safeguards Contact Us
  • Support
  • Sign Up
  • Login

Product Talk: Credit Reviews

Mila Brandson
Aug 9, 2024
3 minutes to read

Welcome to our Product Talks series, where Bectran's Platform Services experts discuss challenges in order-to-cash and how to use the platform to boost your operations.

Join us in this episode as Platform Services Corey Batz digs into Bectran’s credit review features. Learn how you can enhance efficiency in your workflow and tailor the process to your business.

Product Talk: Credit Reviews with Corey Batz
7:18

Do you have a topic you want to hear our take on? Let us know by emailing us at producttalk@bectran.com.

Below are some highlights from the conversation.


Q: Based on what you’ve seen, what tips can you give listeners to optimize their credit review processes in Bectran?

I would say that you can easily start basic. It's very simple to start off [in] a basic realm because without automation, all the software is really doing is giving you notifications on when your customers should be reviewed. And then you are the one that is going in and executing those review tasks. You can grab additional reports that you need from any bureau. We integrate with all the major credit bureaus at this time. So you can have those as a part of your scoring model when you are evaluating and reevaluating your customers and their credit worthiness.  

Q: What challenges do you hear current credit review users bring up, and what are some solutions you propose to remedy their challenges?

One challenge that I hear quite frequently is “I cannot manage the volume of customers that I have. I do not have the ability to have my team go in and check my entire list of tens of thousands, of hundreds of thousands, even millions of customers on a daily basis.”

The nice part about the Bectran process is we will take care of that for you. You tell us when you want [a] customer to be reviewed. You can establish that in the models that we have. Instead of it needing to come from a manual-based perspective, Bectran can notify you of that well in advance so that you can plan out your work accordingly and you don't have to swamp your entire team. I think that's one of the large pain points that we solution for on a daily basis, and it definitely helps with the realm of credit reviews.

Q: How often do users conduct credit reviews in Bectran? Does that number increase at certain times of the year?

It really depends on the industry. For example, I work with a lot of customers in the construction industry, and their busier times of the year are of course when the weather gets nicer out. People are executing their projects. People are gathering materials to do the projects that they've set out to do during the nicer weather, especially in the north region.

For example, in the food industry, there's not really a busy season because the busy season is all year round, so it really doesn't matter that much for them. It's normally all the time because that industry never really sleeps and never really stops. But other than that, that is really where the increases happen and it's also very much so by industry.

Q: What credit review trends have you noticed in the pool of clients you work with?

One large trend that I've noticed is the fact that not everybody is the same [in] how they want to increase their customers lines of credit and how they want to review their customers’ credit worthiness. For example, some people will come to Bectran with a bucket of 60,000, 70,000, [or] 80,000 customers that haven't been reviewed in years and say, “I need Bectran to help me with this. How can we do this?” If you want to just shoot it through a model and get it back to a point where you may run your credit checks on all of them and make sure that everything checks out on them, we can certainly do that for you.


If you want to see how Bectran’s Credit Review Module can help your business, schedule a demo today or contact us at info@bectran.com.

Get started today

Request a Demo Get Started

Follow Us

twitter linkedin Instagram
  • Support
  • Request a Demo
  • Contact Us
  • Bectran Status
  • About Us
  • Careers
  • Events
  • Security Safeguards
  • Customers
  • Blog
  • Press
aicpa TRUSTe
Bectran
Terms of Service Cookie Policy Privacy Policy
© 2010 - 2025 Bectran, Inc. All rights reserved