Trade credit program setup, credit applications, and integrations

Nav Extend

How do I set up my Nav Extend account?

What information and documents are required for onboarding?

How long does it take to set up a Nav Extend account?

Can multiple people on my team have separate logins?

How do I find my application link or QR code?

Onboarding and getting started

Where can I view credit applications?

Can I approve a previously denied application later on?

How do I add my payment terms? Can I make changes?

How do I manage auto-approval and auto-decline?

What does match confidence mean?

Application and program management

Can I customize my application?

Can I edit the application fields, questions, or flow?

Can I customize emails sent to my applicants?

Customizing your program

What information do you gather from credit applicants?

How does Nav Extend verify credit applicants?

Which credit bureau does Nav Extend pull data from?

Do I need to purchase a credit report for every application?

Can I link my existing credit report provider to Nav Extend?

How often is bureau data refreshed for existing customers?

 Financial and credit information

How does Nav Extend verify authorized users for my account?

How does Nav Extend protect customer data?

 Security and compliance

How much does Nav Extend cost?

Do you need Nav Prime to get Nav Extend? Can you have both?

How do I cancel my Nav Extend subscription?

Billing

How does the application process work?

What communication will my applicants receive from Nav Extend?

Applicant experience

What systems does Nav Extend integrate with?

How do I set up my QuickBooks integration?

Integrations

Nav Technologies, Inc. is a financial technology company, not a bank. Select Nav Prime plans include one business tradeline. Additional tradelines may be available through other Nav products, subject to availability and approval. Credit building results vary. Scores are calculated based on multiple factors, and some users may not see improved scores.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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