The platform
Everything your credit team needs. Nothing more.
Deal intake to committee-ready output — the full origination lifecycle in one platform. Each capability built for the scrutiny complex lending attracts.
Structured deal workspaces from day one
Every deal gets a defined workspace with stages, owners, and deliverables. No more deals living in email threads and shared drives.
Guided collection. Organized intake.
Borrowers know exactly what to submit. Your team knows exactly what's missing. Staged requests replace the email chain guessing game.
Intelligence that answers to your analysts
CORE's AI extracts data, generates analysis, and drafts memo sections—but every output traces to source. Your team controls depth, tone, and standards.
Memos that reflect your standards
Generate institutional-quality credit memos with configurable depth, structure, and formatting. Every section links to underlying evidence.
Works with what you already use
Connect to DocuSign, SharePoint, HubSpot, and more. CORE fits into your stack—it doesn't replace it.
DocuSign for e-signatures
SharePoint and OneDrive for document storage
HubSpot for CRM integration
Single sign-on via SAML and Entra ID
API access for custom integrations
Webhook support for real-time event notifications
Financial metrics that build on real data
DSCR calculations, time-series trends, and risk scoring—all derived from extracted financials, not manual entry.
Audit trails that survive scrutiny
Every significant action tracked. Every edit logged. When examiners ask how you reached a conclusion, the answer is already documented.
Live regulatory references, not stale footnotes
Credit memos automatically reference applicable CFR sections. Citations validate in real time against current regulations.
Prospect identification built into the workflow
Automated prospecting across multiple data sources, scored against your lending criteria. Pipeline integration from first contact to deal workspace.
Organization controls without a support ticket
Manage teams, roles, and system defaults without waiting on vendor support. White-label options for lender service providers.
Organization and team management
Role-based access control (RBAC) with custom roles
System-wide configuration and defaults
Sandbox environments for template and workflow testing
Usage analytics and reporting
White-label options for lender service providers
A portal borrowers actually use
Branded portal where borrowers submit documents, track status, and communicate—without access to your internal workspace.
Deal context that doesn't live in someone's inbox
Project channels, @mentions, and section-level comments keep communication tied to deals—not lost in email.
Consistent process without the process overhead
Blueprint system defines your workflows. Versioned templates ensure every deal follows your standards.
Outputs in the formats your stakeholders expect
Export memos, reports, and data in PDF, Word, Excel, and branded templates. Committee packets assembled automatically.
Multi-format export (PDF, Word, Excel)
Branded template system
Committee packet assembly
Version-stamped exports linked to deal audit trail
Scheduled report generation
Custom report builder
Integration ecosystem
Connects to your existing infrastructure
CORE integrates with the tools your team already depends on. No rip-and-replace.
See the full platform in action
30-minute walkthrough focused on your lending programs. We'll show the capabilities that matter to your team.