CoreFi for brokerages: the platform behind your deals

A whole-of-market lender panel, structured at product level

This is not a directory. Each lender entry holds per-product data: LTV and LTC limits, DSCR thresholds, eligible SIC codes, minimum and maximum facility sizes, rate period, repayment structure, and eligible borrower types. That data drives the matching engine and the submission pack logic, so when a broker selects a lender the platform already knows which submission tier applies and what documents to prepare.

The panel covers asset finance, invoice finance, property bridging, development finance, unsecured business loans, and acquisition finance. A direct lender is marked active only when a deal can be placed right now via portal, email, or phone, not when an agreement was signed at some point. Appetite notes are version-tracked, so a lender that has tightened its sector appetite scores lower on affected deals automatically.

A matching engine that scores before you approach

Running a deal past a handful of lenders and collecting declines is expensive. It burns time, strains relationships, and can leave a mark on the borrower's record. The matching engine scores every active lender on the panel against the deal in front of you before any submission goes out. It weights sector appetite, LTV and LTC thresholds, borrower type, deal size, and the current submission tier.

The match runs against the borrower profile already in the CRM, so there is no re-keying. As the deal develops, re-run it and the shortlist updates. The score also gives your team a documented rationale for why a specific lender was approached first, which carries more weight now than it did a few years ago, even in unregulated B2B finance.

A CRM built around how a commercial finance desk actually works

Generic CRMs do not understand clawback windows, compliance document expiry, or the gap between a funded deal and commission that has cleared. CoreFi does. It tracks every deal from first enquiry to funded, with a timestamped stage history on each record.

Bottleneck analytics aggregate time-in-stage across your pipeline and show you where deals sit longest. If submissions to a particular lender routinely stall at credit decision, that surfaces. Each agent opens the day with a prioritised action queue: stalled deals to chase, compliance documents nearing expiry, commission invoices ready to raise. Commissions move through held, released, invoiced, and paid, and clawback windows of 90 or 180 days are tracked by the system. The tier structure from Associate through Partner, and fee splits per agent, are handled natively.

Document workflow from onboarding pack to lender submission

A borrower receives one click-to-sign onboarding pack via magic link, with no platform account required on their side. Companies House autofill populates company details at the point of onboarding, which cuts keying errors and removes a common reason borrowers go cold before the deal has properly started.

Submission packs are tiered per lender. The platform surfaces the correct document checklist for that lender and deal type instead of asking the broker to hold it in their head. Files sit in a private, access-controlled bucket, and agents generate short-lived signed URLs to review documents inside the platform. An admin can view or revoke packs centrally. Nothing leaves the business until the agent has reviewed it.

Security built into the data layer

Row-level security is enforced on every database table. AES-256-GCM encryption protects sensitive connection tokens. MFA is enforced for admin-level access, and audit trails run across critical actions.

Access controls sit at the data layer, not only in the UI, so a compromised session cannot read another agent's clients or deals. CoreFi does not provide professional indemnity insurance; your own regulatory and insurance arrangements remain your responsibility. CoreFi is not FCA-authorised.

Frequently asked questions