International Trade Financing Application

Streamline Your International Trade Financing with Paperform

Navigating international trade financing shouldn't require mountains of paperwork and endless back-and-forth communication. This International Trade Financing Application template helps banks, trade finance departments, and financial institutions collect comprehensive import/export documentation, letter of credit requirements, and payment guarantee information in one streamlined digital form.

Built for Trade Finance Teams and Their Clients

Whether you're processing letters of credit for importers, arranging export financing, or managing documentary collections, this template captures all the critical information you need—company details, trade references, transaction specifics, shipping terms, and documentation requirements—in a format that's easy to complete and even easier to process.

The form includes conditional logic to show relevant sections based on the type of financing requested, ensuring applicants only see fields pertinent to their specific needs. This reduces confusion, speeds up completion rates, and delivers cleaner data to your underwriting team.

Automate Your Trade Finance Workflow with Stepper

Once an application is submitted, you can use Stepper to automatically route applications to the appropriate trade finance officer, trigger credit checks, send documentation requests to applicants, update your CRM or loan management system, and notify relevant stakeholders throughout the approval process. This eliminates manual data entry and ensures nothing falls through the cracks during complex multi-party transactions.

Secure, Compliant, and Integration-Ready

Trade finance involves sensitive financial and commercial information. Paperform is SOC 2 Type II certified and GDPR compliant, providing the security standards financial institutions require. The form integrates seamlessly with your existing systems—push applications to your CRM, log them in internal databases, or connect to your document management system to create a complete audit trail.

Perfect for commercial banks, trade finance companies, export credit agencies, and international business consultants, this template transforms a traditionally cumbersome application process into a modern, efficient digital experience that serves both your team and your clients.