Investigate an Applicant's Credit Reference • Letter Templates and Guides
How to write this letter:
1 | Announce your letter's purpose immediately. Give the applicant's name and indicate that the applicant has listed the reader as a reference. |
2 | Ask for the specific credit information you need. Refer to any forms or questionnaires you have enclosed with the letter. |
3 | Assure the reader that you will keep any information provided confidential. |
4 | Thank the reader for cooperation and ask for a prompt reply. |
Guides
This letter asks the reader for a favor. Be considerate and keep the letter as brief as possible. Also, be sure to acknowledge the reader's kindness in responding to your request.
Example Letter #1
Mr. John Doe recently applied for credit with our firm and listed you as a credit reference. We would appreciate your completing the enclosed form so that we may evaluate your experience with him. Your responses will remain confidential. Thank you for your prompt reply.
Example Letter #2
Mr. John Doe has requested a line of credit with our company and has listed your company as a credit reference. We would appreciate your assistance in making this decision by filling out the accompanying credit report form and returning it in the postage-paid envelope. Any information you provide us will be kept confidential.
Thank you for your cooperation and prompt attention in this matter.
Example Letter #3
We have received an application for credit from one Jane Doe, a former client of yours. She listed you as her first credit reference. You may help us process this request by completing the enclosed credit-history form from your records of Ms. Doe's account activity. The information you provide will be used solely to process Jane Doe's credit application. We thank you for in advance for taking the time to complete this form.
Example Letter #4
Doe Construction has given us your name as a credit reference on their application for a charge account with us. In order to process their application we will need to know the approximate volume of their credit purchases with you over the last three years and whether they have had any difficulty in making their payments on time. Only our bookkeeper and credit representative will have access to the information you provide, so that we may ensure confidentiality. If you will please telephone John in our credit department with this information at your earliest convenience, your cooperation will be most appreciated.
Write Your Letter Step-by-Step
1
Announce your letter's purpose immediately. Give the applicant's name and indicate that the applicant has listed the reader as a reference.
Example Sentences for Step 1
Example Phrases for Step 1
2
Ask for the specific credit information you need. Refer to any forms or questionnaires you have enclosed with the letter.
Example Sentences for Step 2
Example Phrases for Step 2
3
Assure the reader that you will keep any information provided confidential.
Example Sentences for Step 3
Example Phrases for Step 3
4
Thank the reader for cooperation and ask for a prompt reply.