self-serve customer onboarding

Activate your customers faster.

Nuvo's onboarding portal verifies your customers' data in real-time. A portfolio of insights powers fast and informed decisions.
Identity verification and fraud prevention
Instant references from 16,000+ banks and leading bureaus
Automated trade reference collection and verification
Customer monitoring dashboard

Proactively maximize credit sales and minimize risk.

Get a bird’s eye view of credit exposure with risk monitoring of your entire customer base. Scale up credit for high-performing accounts, and dial back credit for riskier accounts.
Credit insights refreshed every month for every customer
Bankruptcy filings, tax liens, and NSFs alerts
A/R insights including DSO, invoice aging, and credit utilization

The features you need to streamline your workflows.

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Branded & Configurable Credit Application

Nuvo’s credit app is optimized, ready to use, and easily customized using building blocks to fit your business.
Customized to your requirements
  • Credit app branding with your logo and colors
  • Unlimited custom questions
  • Secure embedded file uploads
Verified information capture
  • Built-in fraud prevention with instant EIN verification
  • Trade reference automation
  • Instantly verified bank references refreshed every month
  • SSN-verified personal guaranties
  • Application sharing & collaboration for your buyers
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Insightful Risk Monitoring Dashboard

Stay on top of your customers’ changing risk without getting deep into the paperwork of a traditional credit review.
Insights at a glance
  • Single view of risk changes across multiple data sources
  • Weekly risk digest, direct to your inbox
  • Color-coded badging to identify risk changes
Integrated Data Sources
  • Refreshed trade references with changes to credit terms open balances, and past due balances
  • Cash and credit balance updates, direct from banks
  • Changes in CreditSafe scores and recommended limits
  • High-priority alerts for liens and bankruptcy filings
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Collaborative Approval Workflows

Nuvo’s credit management dashboard supports seamless workflows for the finance team, and transparency across the company.
Cross-functional workflows
  • Unlimited user seats
  • Automatic sales rep assignment to credit apps
  • Unique links for each customer record for easy sharing
  • Application status notifications for assigned sales reps and key decision makers
Tracked changes for every customer
  • Intuitive customer organization by account status
  • Detailed user activity log for every customer record
  • Flags to target customers for review
  • Custom notes with attachments
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Streamlined Customer Profile Management

Nuvo’s Customer Portal enables your customers to manage their credit profiles, request credit limit increases, and instantly sync all their updates with your account.
Easy record management
  • 2-way sync of customer profiles to your ERP
  • Self-serve profile control for customers
  • Customer accounts organized by credit status
  • Store and track tax-exempt certificates, W-9s, and licenses
Simplified communications
  • Shared view of credit limit and terms
  • On-platform credit review requests from customers
  • Templated emails from your integrated mailbox for convenience and deliverability

We reduced time to sale by 50%

“We're now achieving revenue more rapidly, and creating a better customer experience for our customers, too.

Furthermore, our sales reps and finance team have complete clarity on the status of each credit application.”

“We're now achieving revenue more rapidly, and creating a better customer experience for our customers, too. Furthermore, our sales reps and finance team have complete clarity on the status of each credit application.”

Bheem Bhatia

CFO

Quartzy

It has made the process almost seamless

“Nuvo is now continually monitoring our customer base for changes in risk in a way that would have been impossible for us to achieve before.”

“Nuvo is now continually monitoring our customer base for changes in risk in a way that would have been impossible for us to achieve before.”

Daniel Rivera

Controller

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Credit limits increased across 30% of account

“In the past, we approved trade accounts based on just credit scores, and the odd bank reference we collected manually.

Now, we've got instant access to financial history, credit scores, and automated trade references which gives us confidence to grant more trade credit.”

“In the past, we approved trade accounts based on just credit scores, and the odd bank reference we collected manually. Now, we've got instant access to financial history, credit scores, and automated trade references which gives us confidence to grant more trade credit.”

Robyn Ortiz

Credit Manager

AEI Corporation

01/04

Make credit your competitive advantage

Accelerate Credit Approvals

Free your team from repetitive, manual tasks. Have all the insights you need to make good credit decisions, fast.
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Grow Customer Purchasing Power

Discover revenue opportunities in your customer base by proactively monitoring their credit health across multiple data sources.
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Protect Your Margins

Accurately evaluate customer creditworthiness in-house instead of relying on insurers and card processors.
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Credit Management for Every Industry

Beverages & Liquor

Building Materials

Chemicals

Distribution

Food Services

Manufacturing

Beverages & Liquor

Building Materials

Chemicals

Distribution

Food Services

Manufacturing