Credit applications
Open house accounts online, without the paperwork
Pros apply for a house account online, so your credit team reviews complete applications the first time.
LMBR YARDCredit account application
Business details
Legal business name*
Business type*
Years in business*
Owner SSN*
+ 2 more required fieldsDocuments
Business licensebusiness-license.pdf
Certificate of insuranceinsurance-cert.pdf
Resale certificateRequired
LMBR YARDCredit account application
Business details
Legal business name*
Business type*
Years in business*
Owner SSN*
+ 2 more required fieldsDocuments
Business licensebusiness-license.pdf
Certificate of insuranceinsurance-cert.pdf
Resale certificateRequired
Your paper application becomes an online form
The PDF you email out today becomes a form a Pro fills in online, with their licenses and certificates uploaded in the same place. You choose which fields are required, and the form holds the application until they're filled in.
LMBR YARDCredit account application
Business details
Legal business name*Kettle Creek Builders Ltd.
Business type*Corporation
Years in business*11
Owner SSN*•••-••-4821
Federal tax ID*••-•••7310
Requested credit limit*$75,000.00
Trade references*
Cascade Supply Co.6 yrs
Fairlane Mechanical4 yrs
Beacon Hill Contracting3 yrs
Documents
Business licensebusiness-license.pdf
Certificate of insuranceinsurance-cert.pdf
Resale certificateRequired
A formatted PDF is filed with the application.
LMBR YARDCredit account application
Business details
Legal business name*Kettle Creek Builders Ltd.
Business type*Corporation
Years in business*11
Owner SSN*•••-••-4821
Federal tax ID*••-•••7310
Requested credit limit*$75,000.00
Trade references*
Cascade Supply Co.6 yrs
Fairlane Mechanical4 yrs
Beacon Hill Contracting3 yrs
Documents
Business licensebusiness-license.pdf
Certificate of insuranceinsurance-cert.pdf
Resale certificateRequired
A formatted PDF is filed with the application.
- Your existing application, rebuilt as an online form
- Separate applications for cash and credit accounts
- The fields you make required, filled in before a Pro can submit
- Business licenses and insurance certificates uploaded in the same form
Your credit team reviews and approves in Toolbx
Cash and credit applications land in queues of their own, and each one moves through Needs Review, Accepted, or Rejected, so your team always knows what's waiting. Every submission files a formatted PDF of the application for your records.
LMBR YARDBUILDING MATERIALSDealer adminRichmondApplications
JJohn H.
Credit applications
2 waiting on youCreditCash
Kettle Creek BuildersNeeds Review
$75,000.00Aug 12, 2026
ReviewAlderwood HomesNeeds Review
$50,000.00Aug 11, 2026
ReviewBeacon Hill ContractingAccepted
$40,000.00Aug 7, 2026
ViewNorthmount RenovationsAccepted
$25,000.00Aug 4, 2026
ViewSilver Birch DeckingRejected
$120,000.00Jul 30, 2026
ViewEvery application files a formatted PDF
LMBR YARDBUILDING MATERIALSDealer adminRichmondApplications
JJohn H.
Credit applications
2 waiting on youCreditCash
Kettle Creek BuildersNeeds Review
$75,000.00Aug 12, 2026
ReviewAlderwood HomesNeeds Review
$50,000.00Aug 11, 2026
ReviewBeacon Hill ContractingAccepted
$40,000.00Aug 7, 2026
ViewNorthmount RenovationsAccepted
$25,000.00Aug 4, 2026
ViewSilver Birch DeckingRejected
$120,000.00Jul 30, 2026
ViewEvery application files a formatted PDF
- Separate queues for cash and credit applications
- Needs Review, Accepted, or Rejected on every application
- A formatted PDF filed at submission, for your records
- Complete applications, so your team isn't chasing missing information
Where this fits in the platform
Frequently asked questions
Still stuck on something? Our product specialists are happy to answer your questions on a call.
Talk to usYes. Your paper application is rebuilt as an online form, and you decide which fields a Pro has to complete before they can submit. A specialist will go through your current form on a demo.
No. Toolbx collects the complete application and files the record; your credit team reviews it and makes every decision, the same as today.
In Toolbx. Applications arrive in your queue, and your team accepts or rejects them there. Once you accept one, you open the account in your ERP the way you do today.
It's less work per application, not a new tool to babysit. The Pro fills out the form and can't submit until the required fields are done, so your team works complete applications instead of chasing missing information.
No. Applying is how an account starts. A cash application is usually the first step for someone buying from you for the first time, and a credit application can come from a Pro or a guest. A specialist will walk through the exact sign-up flow on a demo.
