Personal loans, overdrafts and consumer lines of credit thrive or perish on speed and experience. COREFIN LMS runs your consumer lending operation on Microsoft Dynamics 365, giving borrowers fast decisions and your team a complete 360° customer view.
Consumer lenders compete on how quickly and easily someone can borrow — but speed can’t come at the cost of sound underwriting, clear disclosures or a servicing experience customers trust. Many personal finance providers end up running separate systems for origination, servicing, collections and customer data, which slows decisions down and fragments the customer relationship exactly where it should be strongest.
COREFIN unifies all of it inside the Dynamics 365 platform — spanning Sales/Customer Engagement for the customer relationship and Business Central for full accounting — not a single-purpose CRM add-on.
Configure personal loans, overdrafts and consumer lines of credit with flexible interest rates, terms and fees — and predefine required documents, checklists and risk-scoring criteria so every product launches consistently.
Streamline the application-to-approval journey with configurable checklists and scoring criteria, cutting time-to-decision without cutting corners on due diligence.
Manage repayment schedules, restructuring, top-ups and renewals from a single contract record tied to the full customer relationship.
Automate repayment processing and early-stage collections workflows, with configurable escalation for missed payments.
Every disbursement, repayment and fee posts automatically to the general ledger in real time, through native integration with Microsoft Dynamics 365 Business Central as the accounting engine behind the loan book.
Give borrowers self-service access to balances, statements and repayment options — reducing call center volume while improving the borrowing experience.
A true 360° customer view
Because COREFIN is built on the full Dynamics 365 platform, not just Sales/Customer Engagement, every borrower interaction, contract and ledger entry lives in one connected record — not a bolted-on loan module.
Modular and fast to launch
Start with product management and origination, add collections and self-service as volumes grow.
Built on Microsoft Dynamics 365 and Azure
With Business Central fully integrated for accounting, giving you the scalability to handle consumer lending volumes and the security posture regulators expect.
AppSource-listed and proven financial-services experience
Following Microsoft’s own extensibility standards, with 16+ years of vertical financial-services delivery experience behind every implementation.
Because COREFIN sits on Dynamics 365, cross-sell and retention are built in from day one — the same platform that services the loan can also manage the broader customer relationship.
+44 7917945314
79 West Ham Lane
Stratford, London
E15 4PH
contact@core-fin.com
Mon-Fri 8:00 - 16:00
COREFIN is a family of vertical and horizontal digital software solutions based on Microsoft Dynamics 365 & Microsoft Azure cloud, a globally recognized technology platform.
