Commercial finance broker CRM
CoreFi's broker CRM tracks every deal from first enquiry to funded, with full stage history, bottleneck analytics, a daily agent action queue, team management across four tiers, and commission tracking with 90-day and 180-day clawback windows enforced by the system. It is a deal CRM built for commercial finance, not a generic sales tool adapted for it. Book a demo for access and pricing.
Generic CRMs do not understand what commercial finance involves. They have no concept of a clawback window or a lender submission tier, and they cannot tell you that three of your deals have been sitting in the same stage for 18 days. So you configure around them for months and still end up managing the important parts in a spreadsheet.
CoreFi's deal CRM is built around the way a commercial finance desk actually runs. Stage transitions are timestamped, so bottleneck analytics can show you where your book stalls instead of where you assume it does. Each agent starts the day with an action queue generated from their live pipeline, so open deals do not go cold while someone waits to be chased. Commissions are tracked through 90-day and 180-day clawback windows that the platform enforces rather than trusting to whoever remembers to check a date.
From first contact to commission release, every stage is tracked and visible to the right people. Principals see the whole book; agents see their own queue. That separation matters the moment a desk starts to grow.
Pipeline and stage history
Every deal moves through a defined stage sequence, and each transition is recorded with a timestamp. That is more than an audit trail. Over time it becomes the evidence base for understanding where your book slows: which lenders take longest between submission and credit decision, which deal types consistently stall at packaging, where your team is actually spending its hours. You get a chronological record of every deal in the book without relying on notes, memory, or whoever last touched the spreadsheet.
Bottleneck analytics
Stage history feeds directly into bottleneck analytics. We aggregate time-in-stage data across your pipeline and surface where deals are sitting longest. If applications routinely stall between submission and credit decision with a particular lender, you can see it. If packaging is the recurring drag on turnaround, the data makes that explicit rather than anecdotal. Principals decide where to put management time on evidence instead of instinct.
Agent action queue
Each agent starts the day with a prioritised queue generated from the live state of their pipeline: stalled deals that need chasing, leads that have gone quiet, compliance documents approaching expiry, commission invoices ready to raise. These surface automatically, so nothing waits on a manager noticing it first. The queue exists to keep agents moving without anyone having to chase them individually.
Team management and agent tiers
CoreFi supports multiple agents under a single brokerage, with a four-tier structure (Associate, Broker, Senior, Partner) that determines commission splits. Principals get visibility across team-level pipeline, agent compliance status, and invoicing from one place. Agent onboarding, agreement signing, and MFA enforcement for admin accounts are all handled inside the platform. Deal creation is gated: an agent cannot place a deal until they are active, compliance-approved, training-complete, ID-verified, and holding a signed terms-of-business agreement. CoreFi does not provide professional indemnity insurance; if a specific lender requires cover, that sits with the brokerage.
Commission tracking and clawback logic
When a deal reaches funded status, a commission record is created automatically and held. A daily process checks whether the clawback window for that lender has expired: 90 days for some, 180 days for others. Once it has, the commission moves to released and becomes eligible for invoicing. 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, which feeds the tier upgrade thresholds. Commission does not flow early because someone forgot to check a date.
Frequently asked questions
How is this different from using a generic CRM like HubSpot or Pipedrive?
You can configure a generic CRM to track deal stages. You cannot configure it to understand clawback windows, lender submission tiers, compliance document expiry, or a commission lifecycle that moves through held, released, invoiced, and paid states. Those are built in here because they reflect how commercial finance works. The configuration overhead on a generic tool tends to run into months, and you still finish with workarounds.
Can multiple agents share the same platform?
Yes. Each agent has their own account, pipeline view, and action queue, while principals get a consolidated view across the whole book. Commission splits are calculated per agent based on their tier and the deal source, so self-sourced, referrer-sourced, and organic deals are rated differently.
How does the action queue decide what to surface each day?
It is generated from live deal data: deals stalled beyond a threshold, leads not progressed, compliance documents approaching expiry, commission invoices ready to raise. It reflects the actual state of the pipeline, not a manual to-do list. An agent working the queue is working off the same data the principal sees.
Does the CRM handle compliance document tracking for agents?
Yes. Compliance documents are tracked with expiry dates, and the action queue surfaces approaching expirations before they become a problem. Deal creation is gated behind compliance approval, identity verification, training completion, and a signed terms-of-business agreement. If those conditions are not met, the agent cannot place a deal.
How does commission clawback work in practice?
When a deal is funded, a commission record is created in a held state. A daily automated process checks whether the lender's clawback window has expired (90 days or 180 days depending on the lender). Once it has, the commission is released and becomes eligible for invoicing on the next monthly statement run. This stops commission being drawn down while it is still at risk of a clawback event.
See the CRM in action
Book a demo and we will walk through how CoreFi manages pipeline, team performance, and commission tracking for a commercial finance desk. Get in touch for access and pricing.
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