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, submission packs tiered 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 is where hours go. Gathering borrower information, chasing signatures, rebuilding submission packs lender by lender, keeping files out of the wrong inbox; it all stacks up before the deal has even reached credit.\n\nWe built document handling into the deal workflow because the two should not be separate things. The platform covers the full document chain from first borrower contact through to a lender-ready submission pack, with every file stored in a private, access-controlled bucket and reachable only by the right people. What used to be six separate disclosure steps is now one. Submission packs are tiered by lender and deal type, so your broker is not rebuilding the pack from memory on every deal.
Borrower onboarding: one document, one signature
We replaced a multi-document disclosure process with a single unified onboarding pack. The borrower gets a magic link, no platform account required, and sees one document to review and sign. That is it. The back-and-forth over separate disclosures is one of the most common reasons a borrower goes quiet before a deal has properly started. Cutting it to a single step saves admin time and keeps momentum on the borrower's side.
Submission packs tiered to each lender
Getting a submission wrong with a lender costs you more than a delay. It costs you credibility with that BDM on the next deal. CoreFi encodes a submission tier for each lender-product combination on our whole-of-market lender panel. When you assign a lender to a deal, the platform surfaces the correct document checklist for that lender and deal type. Your broker prepares the right pack from the start, not a generic one that comes back with a request for three more documents.
Companies House autofill
Manually transcribing company details from the register into a borrower form introduces errors and wastes time that adds nothing. The Companies House autofill pulls company details at the point of onboarding. Broker and borrower confirm, they do not retype. It works for UK limited companies registered at Companies House; sole traders, partnerships, and overseas entities are not registered there and sit outside the autofill scope.
Private document storage with short-lived access
Uploaded borrower documents are held in a private, access-controlled store. Nothing is reachable via a public URL. Agents generate short-lived signed URLs to review documents inside the platform, and access is scoped by role: borrowers upload, agents review their assigned deals, admin users have oversight. AES-256-GCM encryption is applied to sensitive connection tokens. Row-level security is enforced across the platform's data layer, not just the UI.
Submission review before anything leaves the business
Once a borrower has uploaded their documents, the assigned agent reviews the full submission before it goes anywhere near a lender: what has been provided, what is outstanding, which documents are verified or flagged. Admin users have a separate pack viewer with the ability to revoke access. The brokerage stays in control of what leaves the business, which matters for client confidentiality and for the impression you make at submission.
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 conversation. Book a demo and we can talk through what is possible for your brokerage. Get in touch for access and pricing.
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 correct document requirements for that lender and deal type. You prepare the right pack from the start, not a generic one that prompts a re-request from the lender's credit team.
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 of the full book. Short-lived signed URLs are used for in-platform document viewing.
Does CoreFi provide professional indemnity insurance?
No. CoreFi does not provide professional indemnity insurance. Your own insurance and regulatory arrangements as a brokerage are separate and remain your responsibility.
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