COREFIN SaaS software solution for Banking and Loan Management is an industry AI-empowered add-on to D365 Sales that brings the benefit of all standard out-of-the box integrations with Copilot, SharePoint, Outlook, Teams, Power BI and all apps that natively integrate with D365. The solution is designed to manage the entire lifecycle of various financial products —from personal loans to mortgages and commercial loans, grants or borrowings. Contact us directly to discuss your specific business needs and needed tailored approach at contact@core-fin.com.

COREFIN LMS is modular-based, which means you can pick only the relevant features for your company or opt for an end-to-end solution — from the initial inquiry to cross-sale opportunities and 360-degree customer view. It covers different modules that manage the loan origination and application process and KYC, the contract-servicing process, journal entries generation, and payments and collection management as well as engaging clients via a self-service client portal to real-time management reporting.

Product Management

• Define product specific features, eligibility criteria, and terms
• List all required documents to be collected along the process for automation purposed
• Define all product-specific fees and check lists
• Define collateral requirements

Loan Origination and KYC

• Apply for a product in the system or via a client self-service portal
• Predefinition of all requirement documents as well as document collection
• Collection of all related information for application processing
• Credit Scoring Engine — manage better risk behind the client profile
• Flexible Management of product specific check lists
• Collect approvals from various parties or departments

Loan Contact Management

• Contract setup, documents tracking, and collaboration management
• Manage contract-related fees
• Fully automated real-time amortization plan
• Utilizing the loan in one or multiple disbursements
• Various predefined repayment schemes with fully automated payment plan generation
• Flexible amendments and approval engine to capture all changes to the initial contract terms
• Flexible journal entries engine based on predefined templates and rules to result in a fully automated process
• Flexible real-time reporting utilizing D365 and MS Power BI

Payments and Collections Management

• Automated tracking of late payments
• Integration possibility with Swift payments or other payments provides
• Automated late payment campaigns
• Various reports on payables and receivables

Client portal

• Client onboarding and registration
• Review and compare available products
• Apply for a loan and conveniently submit any documents and information via the portal
• Track the status of the application as well as the final terms offered
• View contract details and upcoming payments, manage bank account information, request a disbursement or repayment, and check outstanding balance

COREFIN offers the right flexibility and scalability, enabling financial institutions to offer their customers flexible conditions, superior service, full automation, and optimized user experience while increasing ROI and customer loyalty.

COREFIN is a family of software solutions, based on Microsoft D365 and Azure Cloud, which are constantly enhanced with the latest market trends and features. We offer a tailored approach and consulting to each clients to adapt our solution to the specific needs or provide an out-of-the-box approach to manage your lending business. We have 20+ years of experience and valuable international references in creating solutions that digitalize your business and improve your performance significantly to remain competitive and innovative on the market.

You can check here some of our success stories: https://customers.microsoft.com/en-us/story/1665593974398891760-caribank-banking-and-capital-markets-office365-en-barbados?utm_source=linkedin&utm_medium=social&utm_campaign=&utm_content=ap_i0ntzur44y

https://www.wetransact.io/