Template

New Customer Credit Application Template

by Justin Snell, from the Community

30+

Use this Credit Application template to record new customer details and evaluate credit accounts. Capture customer name, contact information, address, phone, and email, along with account preferences such as credit card customer status. Includes document info and preparer details. Ideal for standardizing onboarding and credit checks across teams.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
First West Credit Union H and S Branch Audit
This health and safety branch audit template helps First West Credit Union teams verify compliance across each location. Record monthly inspection and meeting details. Confirm required postings such as hospital map, committee members, first aid attendants, OHS guidelines, injury and illness notice, evacuation assembly point, employee assistance plan, Respect in the Workplace policy, JHSC minutes, and notice to workers. Check first aid kits and records, review 72-hour emergency kits and AED status, and ensure evacuation floor plans and vault escape procedures are visible. Capture issues, assign actions, and track completion.
by Tara Taylor, from the Community
Downloads: 0
Get
Template
Pima Federal Credit Union Facilities Checklist
This facilities inspection checklist is designed for Pima Federal Credit Union branches to maintain safe, clean, and professional premises. It covers exterior upkeep such as parking lots, landscaping, signage, lighting, drive-thru areas, ATMs, and building entries. Interior checks include lobby and teller areas, flooring, furniture, windows, doors, lighting, HVAC, clocks, and fire extinguishers. Break room and restroom standards ensure appliances, plumbing, dispensers, and cleaning supplies are in working order and well stocked. Use this template to standardize branch presentation, support compliance, and schedule preventative maintenance across locations.
by David Motz, from the Community
Downloads: 0
Get
Template
Tenancy Application Form
This Tenancy Application Form helps landlords and property managers capture essential pre-tenancy details in one place, including contact information, employment status, landlord references, required length of stay, guarantor availability, and consent for credit and right to rent checks. The template also covers identification, emergency contact details, smoking status, and additional notes from the applicant, plus agent observations from viewings. Easily customize the form to suit your leasing process and use it on mobile or desktop to streamline tenant screening and documentation.
by Chris Thornton, from the Community
Downloads: 20+
Get
Template
New Hotel Finance Audit Template
Use this hotel finance audit template to standardize financial controls across your property. The checklist guides daily revenue reconciliation between PMS, EPOS and ledgers, reviews house use and complimentary rooms, credit card and refund controls, cash and safe procedures, purchasing and accounts payable, accounts receivable, payroll approvals and scheduling, inventory and stock management, balance sheet and P&L reviews, and information security and GDPR compliance. Customize items, capture evidence, assign actions, and schedule recurring audits.
by Mark Hutton, from the Community
Downloads: 10+
Get

First West Credit Union H and S Branch Audit

This health and safety branch audit template helps First West Credit Union teams verify compliance across each location. Record monthly inspection and meeting details. Confirm required postings such as hospital map, committee members, first aid attendants, OHS guidelines, injury and illness notice, evacuation assembly point, employee assistance plan, Respect in the Workplace policy, JHSC minutes, and notice to workers. Check first aid kits and records, review 72-hour emergency kits and AED status, and ensure evacuation floor plans and vault escape procedures are visible. Capture issues, assign actions, and track completion.

by Tara Taylor, from the Community

Get

Template

Pima Federal Credit Union Facilities Checklist

This facilities inspection checklist is designed for Pima Federal Credit Union branches to maintain safe, clean, and professional premises. It covers exterior upkeep such as parking lots, landscaping, signage, lighting, drive-thru areas, ATMs, and building entries. Interior checks include lobby and teller areas, flooring, furniture, windows, doors, lighting, HVAC, clocks, and fire extinguishers. Break room and restroom standards ensure appliances, plumbing, dispensers, and cleaning supplies are in working order and well stocked. Use this template to standardize branch presentation, support compliance, and schedule preventative maintenance across locations.

by David Motz, from the Community

Get

Template

Tenancy Application Form

This Tenancy Application Form helps landlords and property managers capture essential pre-tenancy details in one place, including contact information, employment status, landlord references, required length of stay, guarantor availability, and consent for credit and right to rent checks. The template also covers identification, emergency contact details, smoking status, and additional notes from the applicant, plus agent observations from viewings. Easily customize the form to suit your leasing process and use it on mobile or desktop to streamline tenant screening and documentation.

by Chris Thornton, from the Community

20+

Get

Template

New Hotel Finance Audit Template

Use this hotel finance audit template to standardize financial controls across your property. The checklist guides daily revenue reconciliation between PMS, EPOS and ledgers, reviews house use and complimentary rooms, credit card and refund controls, cash and safe procedures, purchasing and accounts payable, accounts receivable, payroll approvals and scheduling, inventory and stock management, balance sheet and P&L reviews, and information security and GDPR compliance. Customize items, capture evidence, assign actions, and schedule recurring audits.

by Mark Hutton, from the Community

10+

Get

New Customer Credit Application Template

About author

You might also like

First West Credit Union H and S Branch Audit

Pima Federal Credit Union Facilities Checklist

Tenancy Application Form

New Hotel Finance Audit Template

You might also like

First West Credit Union H and S Branch Audit

Pima Federal Credit Union Facilities Checklist

Tenancy Application Form

New Hotel Finance Audit Template