Client Portal · Content Marketing & Lead Magnets
Free Templates: Credit Application & Personal Guaranty
Two of the articles promise free templates, and the Credit Application Template is the recommended October lead magnet. Both are drafted and branded so a business can add its own logo and use them right away. Each is offered on its own landing page in exchange for a name, company and email.
At a glance
- Commercial Credit Application (2 pages), with the five clauses most applications miss and a built-in personal guaranty.
- Personal Guaranty (1 page), for customers who already have an application on file.
- Marked for attorney review before release.
1. What’s in Each Template
| Template | Includes |
|---|---|
| Commercial Credit Application | Exact legal entity name and formation details · contacts · owners and officers · bank and trade references · credit requested · payment terms and late charges · collection costs and attorney fees · dispute window · lien rights preserved · credit investigation authorization · signature by an authorized person · personal guaranty |
| Personal Guaranty | Personal, unconditional guaranty · continuing until revoked · no need to pursue the company first · consent to changes in terms · waivers · credit investigation authorization · signature as an individual, with witness or notary recommended |
2. How They’re Used
| Where | How |
|---|---|
| Articles 2 and 3 | Offered at the end of each article |
| LinkedIn and Facebook | Week 3 and Week 6 posts link to the download page |
| Credit Application Template page | Landing page copy is in the Landing Pages tab of Social Media |
| Follow-up | Downloaders receive a short email sequence and the Collections Alert |
| Your team | Shared with new and existing clients as a value-add |
3. What We Need From You
- Attorney review of both templates.
- Your current forms, if you have a credit application or guaranty you prefer we build from.
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