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City skyline representing the institutional scale of development finance portfolios
BUILT ON MICROSOFT DYNAMICS 365 • BUILT ON MICROSOFT DYNAMICS 365 • D365
DEVELOPMENT BANKS

Mission-driven lending needs enterprise-grade infrastructure

Development banks and DFIs manage a different kind of loan book: concessional and blended finance, multi-donor funding lines, sovereign and quasi-sovereign exposure, and reporting obligations to boards, governments and international partners. COREFIN LMS gives you that infrastructure - on Microsoft Dynamics 365 and Azure.

The Challenge

The development finance challenge

Development banks operate at the intersection of financial rigor and development mandate. A single institution might manage grants, concessional loans, guarantees and technical assistance facilities side by side - each with its own terms, currency, disbursement schedule and reporting requirement to a different funder. Off-the-shelf commercial banking software isn’t built for this; internally built systems are expensive to maintain and hard to extend.

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’s modular architecture was shaped by work with regional development banks, giving you the flexibility of a configurable platform without a multi-year build.

Capabilities

What COREFIN for Banking and Lending Covers

STAGE 01

Product management

Model grants, concessional loans, borrowings, guarantees and blended-finance structures side by side, each with its own currency, interest and fee logic - without custom code for every new instrument.

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

Origination process

Structure appraisal workflows, due diligence checklists and approval hierarchies that reflect real development-finance governance - board approvals, donor conditions precedent, safeguard reviews - inside one auditable process.

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

Track disbursement tranches, drawdowns against commitments, multi-currency exposure and covenant or safeguard compliance across the full life of the facility.

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

Payments & collections

Handle multi-currency repayments and donor-linked disbursement conditions, with automated reminders and arrears tracking suited to sovereign and institutional counterparties.

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 entries

Every disbursement, repayment and fee posts straight to the general ledger. Native integration with Microsoft Dynamics 365 Business Central handles the multi-entity, multi-currency accounting most development institutions require, without a separate finance system.

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 borrowing institutions and project partners visibility into disbursement status and reporting requirements, reducing manual correspondence.

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

Why development banks choose COREFIN

COREFIN lending portfolio reporting on Microsoft Power BI: loans count, average loan amount and loan amount by financial product
01
Multi-currency, multi-instrument by default

Grants, loans and guarantees managed on one platform, not three.

02
Built on the full Microsoft Dynamics 365 platform and Azure

Spanning Dynamics 365 Sales/Customer Engagement and Business Central for accounting - meeting the governance, security and audit standards development finance institutions are held to.

03
Modular and scalable

Start with core product and contract management, extend into donor reporting and GL integration as your portfolio grows.

04
Ready-made framework, tailored implementation

COREFIN pairs an AppSource-listed core solution with 16+ years of bespoke consulting experience in financial-services verticals.

PROVEN IN PRODUCTION

Proven with a real development bank

Caribbean Development Bank runs its banking and lending operations on COREFIN - real-world validation that the platform holds up against the reporting, currency and governance demands of a regional development finance institution.

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