CORE Lead Discovery
Priced by search volume, source catalogs, geographies, and program coverage. Often added alongside or after Workflow when origination is ready for a sourced pipeline motion.
§ Pricing
Pricing expands the way your credit operation expands.
Six products on one borrower file. Most teams land in Workflow or Underwriting, then add products upstream and down as the operation is ready.
One platform, scoped around the work.
Most buyers should expect an annual platform license, implementation and configuration, and expansion by product scope, program count, active volume, AI assistance level, credit memo analysis workload, and support model. Pricing follows operational scope rather than seat count alone.
Commercial scope follows workflow review§ Six Products
Buy the work you need now. Add the next product when ready.
CORE Workflow - most teams land here
Priced by relationship and borrower-file workflow scope: CRM records, configurable pipeline, project conversion, portal, collection packages, data room, routing, audit trail, and implementation complexity.
CORE Underwriting - most teams land here
Priced by underwriting workspace scope: Table Evidence, historicals, pro forma, capital, coverage, risk, COREView, active files, and configured credit-box depth.
CORE Credit Memos
Licensed per configured underwriting program, with annual memo capacity included. Scope reflects memo workload, AI assistance, and review model; lender teams retain credit judgment and approval.
CORE Closing
Priced by closing workflow scope: approval snapshots, conditions, checklists, participants, funding package steps, readiness exports, and controlled rollout support.
CORE Servicing
Priced by servicing scope: boarding, obligations, sandbox payment controls, annual reviews, covenant follow-up, portfolio action packages, and integration needs.
§ Fit
What affects pricing
The proposal is scoped to the work, not the seat count. These are the inputs that move it:
01
Which products are in scope
02
How many programs use configured AI assistance and memo support
03
Number and complexity of configured programs, memo templates, evidence rules, and review paths
04
Number of active deal files
05
Document, extraction, and AI generation volume
06
Implementation complexity
07
Security, integration, and support requirements
§ Path
Buying path
Workflow review
We look at the real work before quoting the platform.
Scope proposal
You get a launch scope, products, timeline, and commercial shape.
Pilot or launch
Most teams start with a dead-deal pilot - narrow enough to prove value, real enough to matter.
§ Next Step
Ask for pricing when the workflow is visible.
A ten-minute form cannot price a complex credit operation. A real file can.