Configure the search
Set program tag, sectors, geographies, project signals, capex range, rural preference, and exclusion rules at run time.
§ Platform - Lead Discovery & BD
Find borrower opportunities that fit the program.
CORE's business-development layer helps specialized lenders search for expansion, facility, rural, capex, and program-fit signals before a borrower is ready for a loan package.
Run-time search config, not another static profile.
A search can be configured around program tag, geography, sectors, capex range, rural preference, exclusion rules, ideal targets, and skip rules. CORE then uses multi-agent search, source catalogs, duplicate checks, and scoring to produce candidates for human screening.
Program signal -> multi-agent search -> screening -> pipeline§ Origination Layer
From market signal to qualified borrower lead.
Search with guardrails
CORE looks for facility, expansion, investment, rural, and program-fit signals while skipping leads that do not match the policy.
Use source catalogs
Federal, state economic development, wire, trade, local news, and other sources give the agents places to search beyond generic scraped lists.
Score and dedupe
Candidates are scored, checked against existing borrower leads, and kept out of the queue when they are duplicates or poor fits.
Screen before pipeline
Humans accept or reject candidates before they become active pipeline records.
Carry into origination
When a lead becomes real, the research and program signal can move with the borrower into the project workflow.
§ Fit
BD workflows CORE supports
The module is not generic CRM prospecting. It is borrower discovery for program-credit lenders.
01
Program-tagged borrower discovery for USDA B&I, SBA 504, REAP, C-PACE, and adjacent credit markets
02
Run-time search guardrails for geography, sector, capex, facility signals, and rural preference
03
AI extraction guidance for ideal targets, mandatory skips, capex guidance, and size guidance
04
Multi-agent web and catalog search with duplicate protection
05
Human screening queue before accepted leads enter the pipeline
06
COREView-informed market theses and outreach context
§ Path
Discovery flow
Set the thesis
Choose the program, geography, sector, borrower signal, capex band, and skip rules for the search.
Run the agents
CORE searches web results and curated source catalogs, extracts candidates, scores them, and filters duplicates.
Screen candidates
The BD user accepts or rejects each lead before it enters the working pipeline.
Convert to a file
Qualified opportunities can move toward outreach, project research, and eventually a controlled borrower file.
§ Next Step
Search for the deals your program actually wants.
The BD layer should create better borrower opportunities, not another list to clean up.