§ Who We Serve

Complex credit is not an edge case.

CORE is built for commercial credit teams whose programs, policies, borrower structures, and diligence obligations do not fit a generic loan workflow. Public-program lenders, relationship lenders, mission lenders, and private credit teams all configure the same engine around their own credit work.

Segment map

One engine, configured by program.

CDC, Farm Credit, USDA, C-PACE, CDFI, and private credit teams all need to prove how a decision was reached. CORE keeps the borrower file, source evidence, policy state, analyst actions, and audit trail together while each team configures its own program.

Program views inherit one audit trail

§ Credit Environments

One engine across six distinct credit operations.

01

SBA 504 packagers

Package borrower files, eligibility, debenture timing, closing conditions, and SBA-ready evidence without spreadsheet sprawl.

02

Farm Credit associations

Route cooperative credit work through documented policy, collateral, borrower financials, and FCA-grade examination posture.

03

USDA and rural lenders

Handle OneRD, B&I, REAP, and community-facility complexity with source-cited credit analysis and reusable program logic.

04

C-PACE administrators

Keep property evidence, eligible measures, lender consent, program rules, closing conditions, and assessment history in one controlled record.

05

CDFIs

Preserve repayment evidence, mission context, impact support, funder diligence, and board review without flattening the borrower story.

06

Private credit

Run bridge, ABL, and direct-lending strategies as configured credit programs with diligence-ready files for committees, LPs, and capital partners.

§ Fit

Where CORE fits

The strongest fit is a lender or operator with repeatable, document-heavy credit work and a real obligation to explain the decision later.

01

Program-specific underwriting and packaging

02

Borrower collection, file matching, and document intake

03

Analyst-controlled AI with source citations

04

Memo support, audit replay, and event-level history

§ Path

Start with the segment that looks most like your shop

CDC

SBA 504

Packaging, eligibility, closing checklists, and SBA-ready file control.

FCS

Farm Credit

Policy, borrower financials, collateral, and examination discipline.

USDA

Program lenders

B&I, CF, REAP, and rural credit files with rule-bound underwriting.

C-PACE

Administrators

Eligibility, lender consent, project evidence, and recorded assessments.

CDFI

Mission lenders

Credit discipline, impact context, funder diligence, and board-ready evidence.

PRIVATE

Private credit

Bridge, ABL, and direct-lending credit boxes configured for committee and investor diligence.

§ Next Step

Bring the complex credit file that breaks generic software.

We will show where CORE fits, where it does not, and what would need to be configured before launch.