Service Credit Vetting Portal
Manage customer credit requests, vetting, and agent assignments
2
Pending Review
1
Approved (No Agent)
0
Active with Agent
1
Rejected
Pending Review
John Smith
$5,000
PENDINGVetting Requirements:
KYC Verification
Business Verification
Credit Check
Notes: Initial credit request for service package
Sarah Johnson
$10,000
UNDER REVIEWVetting Requirements:
KYC Verification
Approved
Business Verification
Approved
Credit Check
Notes: Passed KYC and business verification, awaiting credit check
Approved - Assign Agent
Mike Chen
$7,500
Ready for AgentAssign Agent for Onboarding