Lender panel access for commercial finance brokers
CoreFi gives commercial finance brokers access to a curated whole-of-market panel of specialist UK lenders, with per-product criteria, submission tiers, and anti-circumvention routing built into the deal workflow. You get structured lender intelligence from day one, instead of spending years cold-calling BDMs to get there.
Building a lender panel properly takes years. You need live BDM relationships, a real handle on each lender's actual appetite (not last quarter's rate card), and a way to keep it current as sector appetite shifts. We have done that work. CoreFi's panel covers the whole market specialist UK commercial lenders, with per-product criteria, submission tiers, and anti-circumvention routing built directly into the deal workflow.\n\nThis is not a directory. Each lender entry drives the matching engine and the submission pack logic. When a broker picks a lender, the platform already knows the submission tier, what documents to prepare, and whether to show full BDM contact or route via submission method only. That is the gap between a spreadsheet of names and infrastructure that saves packaging time. To see the panel and discuss access and pricing, book a demo.
Per-product criteria, not just lender names
Most sourcing tools give you a lender name and a phone number. We store structured data at the product level: LTV and LTC limits, DSCR thresholds, eligible SIC codes, minimum and maximum facility sizes, rate period, repayment structure, and charge order. When a deal enters the CRM, the matching engine scores it against that data rather than asking the broker to hold it all in their head. The result is a ranked shortlist of lenders whose recorded appetite fits the deal, not a list of everyone who has ever done something vaguely similar.
Submission tiers built into the workflow
Not every lender receives a submission the same way. Some have a formal portal, others a BDM email, others a structured pack sent to a shared inbox. We encode a submission tier for each lender-product combination so the platform knows what to prepare and how to route it. Brokers stop reinventing the pack for every deal and work from a consistent, lender-specific baseline. That means fewer re-requests and fewer delays at the first credit touchpoint.
Anti-circumvention routing, done properly
Some lenders on the panel are direct. Others are packagers or master-brokers who operate under anti-circumvention clauses. We handle this transparently. Direct lenders are shown with full contact details: portal login, BDM email, phone, name. Packagers and master-brokers are shown via submission method only. Your brokers see what they need to place the deal correctly, without accidentally breaching the introducer agreement that routes through the packager. This is not a workaround. It is the correct way to operate within signed agreements, and it is enforced in the platform so your team does not have to police it manually.
Active panel, not a static database
We distinguish between lenders that are active (a deal can be placed right now via portal, email, or phone) and those that are onboarding or paused. A lender that was actively writing a product six months ago may have quietly tightened LTV, changed their BDM, or stepped back from a sector entirely. Appetite notes are version-tracked, so the matching engine reflects the current panel state. The result is fewer wasted submissions to lenders who have already stepped back.
Panel reach without the relationship overhead
Joining CoreFi's platform gives your brokerage structured access to lender relationships across bridging, asset finance, invoice finance, acquisition finance, and commercial property. The panel and routing infrastructure handles the operational layer from inside the deal workflow. For smaller or newer brokerages, this compresses the time it takes to be credibly active across the full spectrum of UK commercial finance. Your own BDM relationships stay valuable. The platform sits alongside them, not in place of them.
Frequently asked questions
What does 'curated panel' mean in practice?
It means the lenders on the platform have been reviewed as active, have structured product data entered at the criteria level, and are wired into the submission tier and matching logic. It is not a scraped directory. Each entry is maintained as lender appetite changes, because a panel that is six months stale costs you submissions.
Can my brokerage add its own lender relationships to the platform?
This is part of the access and onboarding conversation. Book a demo and we can walk through how your existing panel would sit alongside the CoreFi panel within the platform, and discuss access and pricing.
Why does the platform hide packager contact details from brokers?
Packagers and master-brokers operate under anti-circumvention clauses in their introducer agreements. Showing a broker the packager's underlying lender contact would put the introducing brokerage in breach of that agreement. We route these lenders via submission method only. Direct lenders are shown in full. This is enforced at platform level.
Is CoreFi FCA-authorised, and does it provide professional indemnity insurance?
No. CoreFi is a platform for arranging finance to limited companies, which is unregulated business-to-business activity, so CoreFi is not FCA-authorised for this work and does not hold itself out as such. CoreFi does not provide professional indemnity insurance. Your brokerage remains responsible for its own regulatory permissions and its own cover where a lender or your own arrangements require it.
How is this different from a sourcing tool or lending marketplace?
Sourcing tools tell you who lends in a category. CoreFi integrates lender criteria into the deal workflow: the matching engine scores a specific deal against appetite, the submission pack is tiered by lender, and the CRM tracks stage history and bottlenecks. The lender panel is one layer of a deal management platform, not a standalone lookup.
See the panel in action
Book a demo to walk through the lender panel, matching engine, and submission tier logic with a real deal scenario. Get in touch for access and pricing.
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