Solutions
One platform. Every program.
Whether you're managing USDA program loans, infrastructure finance, specialty credit, or lender services—CORE gives your team the infrastructure to handle complexity consistently.
Verticals
Purpose-built for how your team actually works
Each lending vertical has its own documentation standards, regulatory landscape, and workflow patterns. CORE adapts to the specifics.
Program Lending
USDA, SBA, HUD programs with specific documentation requirements, regulatory citations, and examiner expectations. CORE automates compliance checklists and embeds CFR references directly into credit memos.
- — Program-specific document checklists (B&I, 7(a), 223(f))
- — Inline CFR citation validation
- — Examiner-ready audit trails
- — Regulatory compliance tracking
Infrastructure Finance
Long-dated, multi-party transactions with extensive diligence, deal milestones, and committee review. CORE coordinates the complexity so your team can focus on analysis.
- — Visual deal milestone tracking
- — Multi-party coordination and access control
- — Committee packet assembly
- — Version control across review cycles
Credit Funds
Bespoke credit structures requiring institutional-quality documentation for investors and credit committees. CORE's blueprint system standardizes output quality across your portfolio.
- — Versioned workflow blueprints
- — Investor-grade memo formatting
- — Custom stage gates per deal type
- — Multi-format export (PDF, Word, Excel)
Lender Services
Teams supporting multiple institutional clients with underwriting, diligence, and credit administration. CORE's multi-tenant isolation keeps client data separate while standardizing your delivery.
- — Database-level tenant isolation
- — White-label client deliverables
- — Branded client portals
- — Consistent quality across engagements
Across every vertical
Capabilities that apply everywhere
Regardless of lending program or deal type, these capabilities give your team the infrastructure to produce consistent, audit-ready work.
- Evidence-linked analysis
- Every claim in a credit memo traces to its source document. Click a citation and see the exact page, passage, and data point. Defensible by design.
- Comprehensive audit trails
- Every document upload, memo edit, analysis decision, and approval is logged with user, timestamp, and context. The record is complete before examiners arrive.
- AI-assisted memo generation
- Draft narrative sections from structured data and source documents. Analysts review, refine, and approve. Every AI-generated statement links to its evidence.
- Configurable workflows
- Define stage gates, approval chains, and document requirements per deal type. Your credit policy becomes the workflow, not a reference document someone might check.
- Borrower portal
- Secure, branded portal where borrowers submit documents, track requirements, and see status updates. No more email chains asking for the same financial statement twice.
- Multi-format export
- PDF, Word, Excel, branded templates. Committee packets, investor reports, and regulatory submissions all export from the same source data.
See CORE for your lending environment
Tell us about your deals and we'll show you relevant workflows. No generic walkthrough—we'll focus on the documentation, compliance, and review patterns your team handles every day.