Solutions / Lender Services
More clients.
Less complexity.
Each client's data in its own database. Your team on a single platform. Standards that don't change just because the client does.
The problem
More clients, same infrastructure problems
Every new institutional client means another set of standards, another data silo to manage, and another opportunity for cross-contamination. Scaling a lender services practice on shared tools creates risk.
Client data mixed in shared systems
Different standards per client, maintained manually
No visibility into team capacity across clients
Inconsistent deliverable quality across client engagements
How CORE solves it
One platform, complete client isolation
CORE's multi-tenant architecture was built for firms that serve multiple institutional clients. Your team works from a single interface. Each client's data stays in its own database. Standards stay consistent.
Architecture, not policy
Each client operates in a completely separate database instance. No shared tables, no row-level filtering. Your team switches between client workspaces—data never crosses boundaries. When a client asks about their data security, the answer is architecture, not policy.
Their brand. Your workflow.
Deliver branded outputs under each client's identity. Logos, colors, document templates—configurable per client without affecting your internal workspace. Your clients see their brand on every deliverable. Your team works from a single, familiar interface.
Visibility without exposure
Give each client visibility into deal progress without exposing internal workflow. Secure, branded, and scoped to their transactions. Clients see document status, milestone progress, and deliverable timelines—not your internal notes, capacity planning, or margin analysis.
Same rigor. Every client.
Apply consistent standards across all client engagements. Your quality baseline doesn't change just because the client does. Blueprints define your memo structure, evidence requirements, and review standards. Every client gets the same rigor, formatted to their specifications.
See how client isolation works in practice
We'll demonstrate multi-tenant isolation, white-label configuration, and client portal access with your service model in mind.