Close
Closing conditions, recorded documents, and handoff history should connect to the underwriting record.
§ Platform - Servicing & Close
Servicing and close - on the roadmap, not yet oversold.
CORE is extending the same audit trail beyond origination into closing, servicing, payment events, draws, modifications, and watchlist workflows.
Same file, later lifecycle.
The principle is locked: post-close work should inherit the origination record instead of starting a new disconnected system. The module is marked as Q4 2026.
Coming Q4 2026§ What Matters
What the buyer needs to believe.
Service
Payment, draw, covenant, and modification events should inherit source and decision history.
Watch
Watchlist signals should cite the facts and decisions that produced them.
§ Fit
Roadmap scope
This page should be transparent so buyers trust the live modules more.
01
Closing condition handoff
02
Servicing event history
03
Draw and modification support
04
Covenant and watchlist signals
§ Path
Status
Servicing is roadmap. Do not imply live production capability.
Origination file
Document intelligence, spreading, memo support, workflow, and audit trail.
Handoff design
Carry the same source and event record into post-close workflows.
Servicing module
Ship without breaking the origination audit model.
§ Next Step
Need servicing in the first deployment?
Tell us early. We will be direct about fit and timing.