Commercial finance broker CRM
CoreFi's broker CRM manages your full deal pipeline from lead to funded: stage history, bottleneck analytics, a daily agent action queue, team management, and commission tracking with clawback logic. Built specifically for commercial finance, not adapted from a generic sales tool. Book a demo for access and pricing.
Generic CRMs were not built for commercial finance. They do not understand deal stages, lender submission windows, clawback periods, or the difference between a funded deal and a commission that has actually cleared. CoreFi's deal CRM is purpose-built for brokers, which means every feature maps directly to how a commercial finance desk actually operates.
From first contact to commission release, every stage of a deal is tracked, timestamped, and visible to the right people on your team. Principals get oversight of the whole book; agents see their own action queue for the day. The system actively surfaces what needs to happen next, so open deals are less likely to be forgotten.
Pipeline and stage history
Every deal moves through a defined set of stages, and CoreFi records each transition with a timestamp. That history is more than an audit trail. It is the raw material for understanding where deals slow down, which lenders take longest to respond, and whether a particular deal type reliably stalls at a specific point. You get a clear, chronological record of every deal in the book without relying on notes or memory.
Bottleneck analytics
Stage history feeds directly into bottleneck analytics. CoreFi aggregates time-in-stage data across your pipeline and surfaces where deals are sitting longest. If applications routinely stall between submission and credit decision with a particular lender, or if packaging is the recurring drag on your turnaround time, the analytics make it visible. Principals can act on data rather than intuition when deciding where to invest time or resource.
Agent action queue
Each agent starts the day with a prioritised action queue generated from the state of their pipeline. Stalled deals that need chasing, leads that have gone quiet, compliance documents approaching expiry, and commission invoices ready to raise are surfaced automatically, rather than requiring the agent to review every open deal manually. The queue is designed to keep agents in motion without a manager having to chase them.
Team management and agent tiers
CoreFi supports multiple agents under a single brokerage account, with a tier structure (Associate, Broker, Senior, Partner) that determines commission splits. Principals can see team-level pipeline data, compare performance across agents, and manage compliance status for the whole desk from one place. Agent onboarding, agreement signing, and MFA enforcement for administrators are all handled within the platform.
Commission tracking and clawback logic
Commissions are created automatically when a deal reaches funded status and move through a defined lifecycle: held, released, invoiced, paid. Clawback windows (90 and 180 days depending on lender) are tracked by the system, so commissions are not released prematurely. On the first of each month the platform generates agent statements and flags overdue invoices with statutory interest at Bank of England base rate plus 8 percent. Lifetime earnings accumulate atomically, feeding the tier upgrade logic.
Frequently asked questions
How is this different from using a generic CRM like HubSpot or Pipedrive?
Generic CRMs require significant configuration to approximate a broker workflow, and they still lack domain-specific logic such as clawback tracking, lender submission tiers, compliance document expiry, and commission lifecycle management. CoreFi has these built in from the start because they reflect how commercial finance actually works, not how a software-as-a-service sales team works.
Can multiple agents share the same platform?
Yes. CoreFi supports a full team structure with individual agent accounts sitting under a brokerage. Each agent sees their own pipeline and action queue; principals have visibility across the whole book. Commission splits are calculated per agent based on their tier and the deal source.
How does the action queue decide what to surface each day?
The queue is generated from the live state of the pipeline. It surfaces deals that have been stalled beyond a threshold, leads that have not been progressed, compliance documents approaching expiry, and commission invoices ready to raise. It reflects actual deal data, not a manual to-do list.
Does the CRM handle compliance document tracking for agents?
Yes. Agent compliance documents are tracked within the platform, including expiry dates. The action queue surfaces approaching expirations, and deal creation is gated behind compliance approval, verified identity, completed training, and a signed terms-of-business agreement. Agents cannot place deals until those conditions are met.
How does commission clawback work in practice?
When a deal is marked as funded, a commission record is created in a held state. A daily process checks whether the clawback window for that lender has expired (90 or 180 days). Once it has, the commission moves to released and becomes eligible for invoicing. This helps prevent agents from drawing down commission that could still be subject to a clawback event.
See the CRM in action
Book a demo to see how CoreFi manages pipeline, team performance, and commission tracking for a commercial finance desk. Get in touch for access and pricing.
Book a demo