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Onboard Your Company with CreditsSource

Seamless onboarding for importers to qualify for trade credit terms with Chinese suppliers — powered by CreditsSource’s global trade credit framework.

Importers around the world often face one major challenge — getting approved to trade on credit terms with Chinese suppliers.
Our Onboarding Service helps your company complete every step required to become eligible for a CreditsSource Credit Limit.
We handle the complex coordination between your business, suppliers, and CreditsSource to ensure smooth registration and risk-free setup.

This service is ideal for:

  • Companies planning to start importing from China

  • Businesses preparing supplier lists for credit evaluation

  • Importers seeking independent setup guidance

⚙️ Process Steps

Step 1:

Initial Consultation & Pre-Assessment

Our onboarding journey begins with a comprehensive assessment of your company’s profile. We analyze your business structure, operational history, and import/export volume to ensure it aligns with CreditsSource eligibility criteria. During this stage, our advisors identify potential areas of improvement, such as incomplete documents or insufficient financial statements, and guide you on preparing them. The goal is to create a transparent company profile that satisfies credit insurance underwriters and builds supplier confidence.

Step 2:

Identification & Readiness Check

Next, we help identify and evaluate Chinese suppliers who are open to trade credit arrangements supported by CreditsSource. Many importers face delays because their suppliers are unfamiliar with credit-backed transactions — our local China office bridges that gap. We contact suppliers, verify their registration status, and confirm their willingness to cooperate within CreditsSource’s framework. If your preferred suppliers are not yet onboarded, we guide them through the necessary steps to get registered.

Step 3:

Registration & Documentation

Once the supplier side is aligned, we initiate the registration of your company into the official CreditsSource database. This includes creating a business profile, submitting financial records, and completing compliance forms. The registration results in the issuance of a unique CreditsSource ID, which will be used for all future credit limit applications. We ensure that every detail — from your business activity codes to contact details — meets compliance standards and improves your approval potential.

Step 4:

Creditworthiness Evaluation Support

CreditsSource performs an internal evaluation to determine your company’s risk rating and eligibility for trade credit. During this step, we work closely with you to present your business in the best possible light — emphasizing strengths such as payment history, turnover growth, and industry reputation. Our team ensures that the credit review process is fast, efficient, and favorable, reducing the chances of rejection or low-limit approvals.

Step 5:

Supplier Coordination & Confirmation

After your registration and evaluation, we coordinate with your suppliers to confirm that they can now safely trade with you under deferred payment terms. Our team provides them with the required references, instructions, and confirmations from CreditsSource. This ensures transparency on both sides — your company gets recognized as a verified buyer, and your suppliers feel protected by CreditsSource’s credit insurance coverage.

Step 6:

Onboarding Completion & Guidance

Once registration and approval are complete, your company officially becomes eligible to apply for a CreditsSource credit limit. We provide you with all final documentation, including your company ID, credit rating summary, and next-step instructions. Additionally, we deliver a post-onboarding guide, helping your finance or procurement team understand how to apply credit limits, manage supplier relationships, and maintain compliance. You’re now ready to operate on open-account terms safely and globally.

Why Choose CreditsSource Onboarding