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Commercial credit agreement being reviewed and signed across a desk
BUILT ON MICROSOFT DYNAMICS 365 • BUILT ON MICROSOFT DYNAMICS 365 • D365
COMMERCIAL LENDING

Commercial lending, automated end to end - on the Microsoft stack you already trust

Give business borrowers faster decisions and your credit team a single system of record. COREFIN LMS runs the full commercial loan lifecycle - from application to payoff - natively inside Microsoft Dynamics 365.

The Challenge

The commercial lending challenge

Business lending is more complex than consumer credit: financial statements instead of pay stubs, covenants instead of fixed terms, syndication and participations instead of a single lender, and relationship managers who need a 360° view of every borrower - not just a loan file. Spreadsheets and disconnected core systems can’t keep up, and generic loan software rarely speaks the language of commercial credit.

Origination
Servicing
Collections
Customer Data
Accounting
COREFIN on Dynamics 365
COREFIN loan origination in Microsoft Dynamics 365: personal loan application details showing requested and approved amounts, approved interest rate and repayment frequency
  • Customer relationship
  • Lending operation
  • Contract servicing
  • Business Central

COREFIN was built inside Dynamics 365 specifically to close that gap - combining CRM-grade relationship management with purpose-built commercial lending functionality.

Capabilities

What COREFIN for Banking and Lending Covers

STAGE 01

Product management

Configure any commercial credit product - term loans, revolving lines of credit, overdrafts, syndicated facilities, grants and borrowings - with your own interest structures, fee schedules, covenants and risk-scoring criteria. No two commercial lenders price the same way; COREFIN doesn’t force you to.

COREFIN financial product setup in Dynamics 365: configurable fee types and a Check List Settings tab
STAGE 02

Origination & underwriting

Digitize the application intake, document checklist, financial spreading and credit committee approval workflow. Configurable scoring criteria and due-diligence steps mean underwriters spend time on judgment calls, not data entry.

COREFIN loan origination in Dynamics 365: the qualify-to-close process bar with Score Card, Required Documents, Approvals and Check List Items tabs
STAGE 03

Contract servicing

Manage drawdowns, amortization schedules, covenant testing, renewals and amendments from one contract record, with full audit history.

COREFIN contract servicing in Dynamics 365: an active financial contracts list with net amount, undisbursed and amount outstanding per contract
STAGE 04

Payments & collections

Automated payment processing, arrears tracking and collections workflows, with configurable escalation paths for delinquent commercial accounts.

COREFIN payments in Dynamics 365: a contract transactions list showing disbursement, service fee, interest and principal repayment rows with their status
STAGE 05

GL posting engine

Every transaction - disbursement, repayment, fee, write-off - posts automatically to the general ledger. COREFIN integrates natively with Microsoft Dynamics 365 Business Central as its accounting module, so credit operations and finance run on one connected Microsoft stack instead of a bolt-on GL interface.

BUSINESS CENTRAL
COREFIN GL posting templates: loan disbursement, interest accrual and fee postings mapped to journal IDs and transaction types
STAGE 06

Client self-service portal

Give corporate borrowers and relationship managers a portal to view balances, draw on facilities, upload documents and track requests - reducing inbound servicing calls.

COREFIN borrower self-service portal: contract totals and a contracts table with disbursed, undisbursed, interest rate and maturity
Why COREFIN

Why lenders choose COREFIN for commercial credit

COREFIN lending portfolio reporting on Microsoft Power BI: loans count, average loan amount and loan amount by financial product
01
Native to the Microsoft Dynamics 365 platform and Azure

Built across Dynamics 365 Sales/Customer Engagement and Business Central, not just a Sales-app add-on. No bolt-on integration layer, no separate login. Your team works in tools they already know, with Outlook, Teams, Power BI and full accounting via Business Central connected out of the box.

02
Listed on Microsoft AppSource

built to Microsoft’s own extensibility best practices - not a workaround.

03
Modular by design

Start with product management and contract servicing, add origination, collections or GL integration as you scale. Pay for what you use.

04
Ready-made and bespoke

An out-of-the-box commercial lending framework, backed by a consulting team that has spent 16+ years customizing it for banks, development finance institutions and specialty lenders.

05
Built for corporate and retail books alike

so you’re not locked into a system that only works for one segment of your portfolio.

PROVEN IN PRODUCTION

Proven in production

COREFIN’s lending and banking modules are already running for institutions including Caribbean Development Bank and The Ingenious Group - supporting real commercial and development credit portfolios, not a demo environment.

Contact Us

Make the first step now





























































































































































































































































    Call Us!

    +44 (0) 20 7097 7133

    Find us at:

    Kemp House 152 - 160 City Road, London EC1V 2NX, United Kingdom

    Or Email us:

    contact@core-fin.com

    Working Hours:

    Mon-Fri 8:00 - 16:00