CoreFi for brokerages: the platform behind your deals
CoreFi is an end-to-end platform for commercial finance brokerages: a curated lender panel with built-in submission tiers, a deal CRM, a lender-matching engine that scores deals against appetite and criteria, and secure document handling. Less time on packaging, more time placing deals.
Running a brokerage means managing a lender panel, a pipeline, a document trail and a team, often across separate spreadsheets and inboxes. CoreFi brings all of it into one place: a curated panel of specialist UK lenders with per-product criteria and submission tiers already built in, a deal CRM with stage history and bottleneck analytics, a matching engine that scores each deal against lender appetite before you pick up the phone, and a document workflow that takes borrowers from onboarding pack to signed submission without the back-and-forth.
The result is less time spent on packaging and chasing, and more time closing. Every part of the platform was built for UK commercial finance, by people who understand how deals actually move.
A lender panel that does the navigation for you
CoreFi's panel covers specialist UK lenders across asset finance, invoice finance, property bridging, development finance, unsecured business loans and more. Each lender entry holds per-product criteria, appetite notes and a submission tier: direct lenders surface their full contact details, portal logins and BDM names, while packagers and master-brokers are shown via submission method only to respect anti-circumvention obligations. That distinction is built into the platform, not left to agent memory. When your criteria or a lender's appetite changes, the panel updates centrally. Every agent on your team works from the same source of truth.
A matching engine that tells you who to approach first
Rather than working down a mental shortlist, CoreFi's matching engine scores each deal against lender appetite, product criteria and borrower profile to rank the most suitable lenders before you open a submission. The engine weighs factors including sector, deal size, borrower type, trading history and security position. Approaching the right lender first means fewer dead-end conversations, faster indicative terms and a better experience for the borrower. The matching logic is updated as lender appetite changes, so your rankings stay current without manual upkeep.
A deal CRM built around how commercial finance moves
CoreFi's pipeline tracks every deal from first enquiry through to funded, with a full stage history on each record. Bottleneck analytics show you where deals stall across your team, so you can intervene before a deal goes cold. Each agent gets a daily action queue: stalled deals to chase, compliance documents approaching expiry, commission invoices ready to raise. Commission tracking and clawback logic are built in, so you have a clean picture of earned, held and released income without a separate spreadsheet. Team management, agent tiers and fee splits are handled natively.
Document handling from borrower onboarding to submission
CoreFi generates a unified borrower onboarding pack, replacing multiple separate disclosure documents with a single click-to-sign flow. Companies House autofill populates company details without manual entry. Submission packs are tiered to each lender, so the right supporting documents go to the right counterparty. Files are stored in a private, secure bucket with short-lived signed URLs for agent access. Agents can review, verify or reject uploaded documents before a submission goes out, and an admin can view or revoke packs from a central panel.
Enterprise-grade security, built in from the start
CoreFi enforces row-level security on every database table, AES-256-GCM encryption for sensitive tokens, MFA for admin accounts and audit trails across critical actions. Access controls are set at the data layer, not just the UI, so a compromised session cannot read another agent's clients or deals. The platform is UK-focused and founder-built, and is designed to support your obligations around data handling and client confidentiality from day one.
White-label commercial finance broker platform
Lender panel access for commercial finance brokers
Commercial finance broker CRM
Deal packaging and document handling for brokers
Lender-matching engine for commercial finance
Frequently asked questions
Is CoreFi a sourcing tool or a full brokerage platform?
It is a full brokerage platform. The lender panel and matching engine handle lender selection, the CRM handles pipeline and team management, and the document workflow handles borrower onboarding through to submission. These are all connected, so data entered at the enquiry stage flows through to the submission pack without re-entry.
How does the lender panel handle anti-circumvention obligations?
Direct lenders show full contact details, portal logins and BDM names. Packagers and master-brokers are shown only via their submission method, without exposing underlying lender relationships. This routing is built into the platform so agents cannot inadvertently breach the introducer agreements you hold.
Can the platform support multiple agents and a principal?
Yes. CoreFi has agent accounts, team groupings, fee splits and a separate admin layer for principals. Commission tracking, clawback logic and tier thresholds apply per agent. Admins have a separate dashboard with oversight of the full pipeline, agent compliance status and invoicing.
How do we get access and what does it cost?
Book a demo via the form at /enterprise. We will walk through your current setup and the parts of the platform most relevant to your team. Get in touch for access and pricing; these are discussed during the demo rather than listed publicly.
We already have a CRM. Can we use just part of the platform?
The platform is designed to work end-to-end, and the value compounds when the lender panel, matching engine and document workflow are connected. That said, book a demo and we can discuss what your team actually needs. We would rather show you the full picture and let you decide than oversell features you will not use.
See the platform in action
Book a demo and we will walk through how CoreFi fits your current brokerage setup: lender panel, matching engine, CRM and document workflow in one place.
Book a demo