White-label commercial finance broker platform
CoreFi gives established commercial finance brokerages a ready-built platform: a whole-of-market lender panel with per-product criteria and submission tiers, a deal CRM with stage and commission tracking, a lender-matching engine, and secure borrower document handling. Access and pricing are discussed directly. Book a demo.
Most brokerage principals are running the same four spreadsheets. A lender list that is eighteen months out of date. A pipeline tracker nobody trusts. A compliance folder that lives in someone's inbox. A commission calculation that gets reworked every time a deal closes.
We built CoreFi because we were living in the same setup. The platform covers lender panel, deal CRM, document workflow, matching engine, and commission tracking in one connected system. It is not adapted from a generic sales tool; every part of it was built for how commercial finance actually moves.
If you run an established brokerage placing business loans, asset finance, invoice finance, bridging, or property finance, and your main bottleneck is operational friction rather than a shortage of deals, this is worth a look. Book a demo and we will work through your current setup honestly.
What the platform includes
Your brokerage runs on a whole-of-market panel of curated UK lenders. Each entry has per-product criteria, appetite notes, and a defined submission tier already built in. Direct lenders show full contact details, portal logins, and BDM names. Packagers and master-brokers surface via their submission method only, with anti-circumvention routing enforced at the platform level, not left to agent memory.
On top of the panel: a deal CRM with full stage history and bottleneck analytics, a daily agent action queue that surfaces stalled deals and approaching compliance expirations, and commission tracking with clawback logic (90 and 180 days depending on lender) through to monthly invoice generation. Borrower onboarding runs through a single unified pack, replacing what was previously six separate disclosure documents. Files land in a private, access-controlled bucket. Agents review and verify submissions before anything reaches a lender. Companies House autofill handles company detail entry so the broker confirms rather than types.
Who it suits
Principals who are already placing deals and want to scale without building proprietary tooling. If you are running a book across a range of lenders and finding that lender selection, document packaging, and pipeline visibility are where the hours go, the platform addresses each of those directly.
It also suits principals managing a small team. Agent accounts, tier structures (Associate through to Partner), fee splits, and compliance tracking are all native to the platform. You see consolidated team performance; each agent sees their own pipeline and daily queue. There is no need to stitch that together from a separate tool and a shared inbox.
The lender-matching engine
The matching engine scores each deal against every active lender on the panel, returning a ranked shortlist before you pick up the phone. It accounts for sector SIC codes, deal size, borrower type, LTV and LTC thresholds, DSCR, and lender-specific constraints. The score is generated against the live deal record your team has already captured in the CRM, so there is no re-keying.
Approaching the right lender first matters more than it sounds. Fewer dead-end conversations, faster indicative terms, and you are not burning goodwill on a submission the lender was never going to do. The matching is a planning tool; final credit decisions always sit with the lender.
Security and compliance infrastructure
AES-256-GCM encryption on sensitive tokens. Row-level security on every database table, so a compromised session cannot read another agent's clients or deals. Audit trails on key actions. MFA enforcement for admin accounts.
Borrower files are held in a private bucket with short-lived signed URLs. The unified onboarding pack captures consent and disclosure in one place, with a structured agent review flow before any submission leaves the business.
Two points to be clear on: CoreFi is not FCA-authorised, and we do not provide professional indemnity insurance. Your own regulatory and insurance arrangements remain your responsibility.
How access and onboarding works
Access is by application, not self-serve sign-up. Panel integrity matters to the lenders on it, and we are not going to dilute that by opening the door to anyone with an email address.
Once approved, your brokerage is configured with your team structure, commission terms, and panel access. Agents work through a structured onboarding flow covering compliance documentation, agreement signing, and identity verification before they can place a deal. Deal creation is gated on all of those conditions being met. We handle the technical setup; your team handles the deals.
Access and pricing are discussed during the demo, not listed publicly.
Frequently asked questions
Does CoreFi provide the lender panel, or do I bring my own lenders?
CoreFi maintains a curated whole-of-market panel of specialist UK lenders with per-product criteria and submission tiers already built in. When you join as a brokerage, you access that panel. If you have existing direct lender relationships, those are part of the onboarding conversation. The panel itself is curated by CoreFi to maintain data quality and anti-circumvention compliance.
Can I manage my own agents and their commission splits within the platform?
Yes. The platform has agent and team management, structured commission terms, clawback logic, and a full commission lifecycle from held through to paid. Agents have their own action queues and pipeline views. Principals see consolidated performance and compliance status across the team.
What does the borrower onboarding process look like on CoreFi?
Borrowers are invited via a magic link. They complete a single onboarding pack covering consent and disclosure in one click-sign document, upload required identity and financial documents to a private bucket, and can connect a business bank account via Open Banking where that feature is enabled. Your agents review submissions before anything reaches a lender.
Is there a free trial, or can I see pricing before booking a demo?
No published pricing. Access terms and pricing are discussed directly during the demo. That is partly because the right configuration varies by team size and deal mix, and partly because we would rather give you an accurate picture of what the platform does before talking about what it costs.
Does CoreFi provide professional indemnity insurance?
No. CoreFi does not provide professional indemnity insurance. Your own regulatory and insurance arrangements as a brokerage are separate and remain your responsibility.
See the platform in action
Book a demo. We will walk through your current setup, show you the lender panel, deal CRM, matching engine, and document workflow on a real deal, and discuss whether the platform fits. Access and pricing are covered in the same conversation.
Book a demo