Receive
Files arrive through borrower upload, analyst upload, bulk upload, or project email without leaving the project record.
§ Platform - Workflow & Collection
Turn borrower collection into controlled credit workflow.
CORE coordinates borrower requests, project email, uploaded files, staged workstreams, forms, internal review, and file routing around one project record.
Required docs, inbox files, forms, and workstreams move together.
A project can carry multiple workstreams - acquisition, B&I, bridge, C-PACE, servicing, diligence - while files are classified, attached to requirements, routed to the right entity, and preserved in one activity history.
Required docs, staged workstreams, and inbound file routing§ Operating Layer
From inbound file to controlled requirement.
Classify
CORE identifies document type, entity, fiscal year, downstream usage, and processing status before the analyst has to hunt.
Match
Unattached inbox files can be matched to deployed requirements, suggested library items, or new collection slots.
Separate workstreams
One project can carry multiple collection paths, each with its own stage release, entity assignments, and status view.
Review
Analysts keep notes, markups, context, status decisions, and follow-up tasks attached to the same collection record.
Preserve
Attachments, status changes, stage releases, and analyst actions become part of the project history.
§ Fit
What makes it more than a checklist
The collection layer is where borrower evidence becomes usable credit work.
01
Project inbox for files sent by email, portal, or internal upload
02
Entity-scoped required documents, forms, tasks, and review states
03
Many-to-one workstreams under a single project record
04
AI-assisted file classification and requirement matching
05
Staged workstream release so borrowers only see what is ready
06
Document notes, markups, analyst context, and attachment history
§ Path
How collection becomes credit evidence
Build the workstream
Configure required docs, forms, stages, entity assignments, and internal review paths before release.
Collect the file
Borrowers and analysts upload documents into the same project inbox instead of scattering files across tools.
Attach the evidence
CORE helps route each file to the right entity, requirement, stage, and downstream use.
Move the work forward
Verified files become extraction, spreading, memo, and audit inputs without losing the collection trail.
§ Next Step
Replace the package chase with a controlled file.
CORE should make the borrower file feel organized, routed, and defensible before the AI ever drafts a sentence.