Any admin or manager user on 1Centre can review ( approve/ decline) trade account applications. You can easily view and access applications pending review from the Home Dashboard - top left hand square panel. Just click on any business name of a company to view the application & then click on Review application button to start reviewing/ checking the data the applicant has submitted.
Estimated timelines for in progress/ pending checks;
- CREDIT CHECKS these will be complete and available to view immediately
- TRADE REFERENCES you can either complete these in-house or if you have switched on Total Risk Management to complete the checks - these will be complete in c 24 hours
- PERSONAL GUARANTEE(S) the guarantor receives the email invite to action at the time when applicant submits the form. If guarantor(s) has not actioned the invite within 24 hours they will be emailed a prompt to action the guarantee. As soon as guarantor has actioned the email invite ( accept or decline to be a guarantor for the trade account) the check will show