When requesting a credit application for a customer, there are three main options. When sharing personal credit information customers are understandably nervous, and as such, I have found it best to provide options for them to use.
Here is the template I use when requesting a credit application:
SUBJECT: [Confidential] Credit Application at Audi Stevens Creek
Dear CUSTOMER,
In order to streamline your car purchase, it will be helpful to run your credit before you arrive. We are dedicated to securely collecting your information, and we have two ways that you can provide us the information.
Option One: If you click this link (insert hyperlink), you will be directed to our secure website for submitting applications. Simply fill out everything on that site and press submit. Please let us know if you need any guidance or have any questions by calling me directly at phone number.
Option Two: If you prefer to submit via email, simply fill out the information below in your reply to this email. Once I receive it, I will call you for the social security number:
LEGAL NAME:
BIRTHDAY:
PHONE NUMBER:
HOME ADDRESS:
YEARS AT HOME ADDRESS:
PREVIOUS ADDRESS:
YEARS AT PREVIOUS ADDRESS:
CURRENT JOB TITLE:
CURRENT MONTHLY INCOME BEFORE TAX:
CURRENT EMPLOYER:
YEARS AT CURRENT EMPLOYER:
PREVIOUS JOB TITLE:
PREVIOUS EMPLOYER:
YEARS AT PREVIOUS EMPLOYER:
HAVE YOU EVER DECLARED BANKRUPTCY?
HAVE YOU EVER HAD PROPERTY REPOSSESED?
DO YOU HAVE ANY LAWSUITS PENDING AGAINST YOU?
DO I HAVE YOUR PERMISSION TO RUN YOUR CREDIT?
Thanks for filling this out, I will speak to you soon.
Sincerely,
NAME
TITLE
PHONE
Here is an alternative I use with customers that I already know:
SUBJECT: [Confidential] The Fast Buy
Hi CUSTOMER!
I want to make this purchase as quick and painless as possible for you. I’ve developed a process that can make this quick and I will just need a bit of help from you before you come into the dealer.
Simply fill out the information below in your reply to this email and attach your current drivers license and insurance card.
LEGAL NAME:
BIRTHDAY:
I’ll call you for the social security number!
PHONE NUMBER:
HOME ADDRESS:
YEARS AT HOME ADDRESS:
PREVIOUS ADDRESS:
YEARS AT PREVIOUS ADDRESS:
CURRENT JOB TITLE:
CURRENT MONTHLY INCOME BEFORE TAX:
CURRENT EMPLOYER:
YEARS AT CURRENT EMPLOYER:
PREVIOUS JOB TITLE:
PREVIOUS EMPLOYER:
YEARS AT PREVIOUS EMPLOYER:
HAVE YOU EVER DECLARED BANKRUPTCY?
HAVE YOU EVER HAD PROPERTY REPOSSESED?
DO YOU HAVE ANY LAWSUITS PENDING AGAINST YOU?
DO I HAVE YOUR PERMISSION TO RUN YOUR CREDIT?
Thanks for filling this out, I will speak to you soon.
Sincerely,
NAME
TITLE
PHONE
That’s it! Hope that helps.
