Deal packaging and document handling for brokers
CoreFi handles the document side of deal packaging for commercial finance brokers: borrower onboarding packs signed in one step, tiered submission packs matched to each lender's requirements, secure private file storage, and Companies House autofill to cut manual data entry. Book a demo to see it on your deals.
Packaging a deal is where broker time disappears. Gathering borrower information, preparing lender-specific submission packs, chasing signatures, and keeping documents secure can swallow hours on deals that may not proceed. CoreFi builds document handling directly into your deal workflow so the packaging process runs alongside the pipeline, not separately from it.
The platform covers the full document chain, from first borrower contact through to a lender-ready submission pack, with every file stored securely and accessible only to the right people.
Borrower onboarding packs
Rather than sending borrowers a set of separate disclosure documents to read and sign individually, CoreFi generates a unified onboarding pack in a single step. The borrower receives one document to review and sign via a magic-link portal, with no platform account required on their side. This replaces what was previously six separate disclosure steps and removes a common reason a borrower goes cold before the deal has properly started.
Tiered submission packs per lender
Different lenders require different information at submission, and getting this wrong can mean delays, re-requests, or a weaker first impression. CoreFi's lender panel has per-product submission tiers built into the platform, so the system knows what a given lender needs for a given deal type. When you prepare a submission, the platform surfaces the correct document checklist for that lender and deal structure, rather than relying on the broker to remember it.
Companies House autofill
Manually transcribing company details from Companies House into borrower forms is repetitive work that introduces errors. CoreFi's Companies House autofill pulls borrower company details directly from the register at the point of onboarding, so the broker and borrower confirm the information rather than type it out. This reduces keying errors and speeds up the start of the deal.
Secure private document storage
Uploaded borrower documents are held in a private, access-controlled store and are not publicly accessible. Agents generate short-lived signed URLs to review documents inside the platform, and access is scoped so that borrowers, agents, and admins each see only what they should. AES-256-GCM encryption is applied to sensitive connection tokens, and row-level security is enforced across the platform's data.
Submission review and agent oversight
Once a borrower has completed their onboarding pack and uploaded supporting documents, the assigned agent can review everything before it goes to the lender. The platform shows a structured view of the submission: what has been provided, what is outstanding, and which documents have been verified or flagged. Admin users have a separate pack viewer with the ability to revoke access where needed. This keeps the brokerage in control of what leaves the business.
Frequently asked questions
Does the borrower need to create a CoreFi account to complete their onboarding?
No. Borrowers access their onboarding pack via a magic link sent to their email address. They can review, complete, and sign without registering on the platform.
Can we customise the onboarding pack with our own branding?
White-label and branding options are part of the platform access discussion. Book a demo, and get in touch for access and pricing, to talk through what is possible for your brokerage.
How does the tiered submission pack work across different lenders?
Each lender on the CoreFi panel has per-product submission tiers configured in the platform. When you assign a lender to a deal, the platform surfaces the appropriate document requirements for that lender and deal type, so you prepare the right pack from the start.
Where are borrower documents stored, and who can access them?
Documents are held in a private, access-controlled store and are not accessible via public URLs. Access is scoped by role: borrowers upload their documents, agents review the deals assigned to them, and admin users have oversight. Short-lived signed URLs are used for in-platform document viewing.
Does Companies House autofill work for all UK company types?
The autofill works for companies registered at Companies House, which covers the majority of UK limited companies. Sole traders, partnerships, and overseas entities are not registered there, so autofill does not apply to those borrower types.
See deal packaging in action
Book a demo to see how CoreFi handles borrower onboarding, lender-specific submission packs, and secure document storage in a single connected workflow. Get in touch for access and pricing.
Book a demo