Is there any way to keep a systematic documentation of credit holders???

Hi! I want to know that is there any way to keep a systematic documentation of credit holders of the company? As being a senior financer I would like to do it. If anyone knows it please tell me. Thanks in advance.

Your question needs more explaination.

I have staff at my law office that does skip tracing and debt recovery for banks and leasing companies. Its run by my admin staff. They use MS Access & MS Excel with enables macros. Then we use HotDoc to manage our documents. Hotdocs is a great way to standardize your boiler plate forms and fil in the blanks.

You can also hire a company to manage the info for you. That might defeat your intent.

Also, are you not already using a system, being that you are a senior financer?

Hello! I don’t know if that matters to someone that much, but still I would like to tell you that there is a credit management service provider Global Credit Solutions which will help you in a very assured way.

Your question does need more explanation. Dunn and Bradstreet provides the service as well, but most of it needs to be reported.