A structured record of the documents you rely on.
Credbase is one product with three layers. Together they turn third-party paperwork from a scramble into something you can trust, keep current and share on request.
One record. One question. One share.
Most compliance tools try to be everything. A registry, a workflow engine, a policy library, a training system. Credbase does the opposite. We follow a single third-party document from the moment you decide you need it, through every renewal, to the moment it lands in a client pack.
The three layers below are not separate products stitched together. They are the same record viewed at three different distances: what you hold, what needs attention and what is ready to share. Reading them in order is the fastest way to understand how the tool feels day to day.
One organised home for every third-party company.
Every supplier, subcontractor, vendor and partner gets a proper profile. Contact, documents, expiry dates and history, all in one tidy place.
- Company profilesStructured records for suppliers, subcontractors, vendors and partners, so nothing lives only in an inbox.
- Documents in contextEvery file sits against the company it belongs to, with type, expiry and reviewer captured.
- Full historySee who requested, who uploaded and who reviewed each document, with a clean audit trail.
Know what is current, expiring or missing without asking.
Credbase watches every document quietly. Reminders go out on your schedule, so renewals and reviews land before anything lapses.
- Automatic expiry trackingEvery document has a review or expiry date. Credbase surfaces the ones that need attention this week and this month.
- Polite remindersAutomated reminders to the right contact, on your schedule, with a clear collection link.
- Human-approved reviewAI suggests document type and expiry. A person on your team confirms before anything is saved.
Build a clean, client-ready pack in minutes.
When someone asks for proof, you should not have to zip a folder and hope. Credbase builds a proper pack: cover, index, expiry summary and only the files that belong.
- Branded packsCover page, grouped sections and expiry summary, styled with your brand and the client name.
- Share by linkOne shareable link with view controls and an expiry date. No inbox archaeology required.
- No login for recipientsClients, auditors and buyers open the pack straight from the link. You keep the audit trail.
Above your drive. Beside your CRM. Instead of the tracker.
Credbase does not compete with the tools you already run the business on. It replaces the improvised layer that grew on top of them, the one made of email threads, folder trees and a spreadsheet nobody wants to own.
Credbase is not a replacement for your drive. It is the layer above it that knows what each file is, when it expires and who last touched it.
Three layers, one orderly workflow.
Record what you rely on, keep it current and share it when asked. Start free and add automation when your team is ready.