Name: COREFIN Loan Management
Author: Corefin

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COREFIN Loan Management is a solution designed to automate and manage tasks related to loan creation, execution, and performance analysis. It is targeted at businesses in the banking, leasing, and factoring industries. According to the vendor, professionals in these industries can benefit from the fully integrated loan management functionalities provided by COREFIN Loan Management.

## Key Features

**Fully Integrated Solution**: COREFIN Loan Management is an enterprise-wide management solution based on Microsoft Dynamics CRM. It offers highly customized CRM functionality along with off-the-shelf add-ons for Loan Management.

**Automated Workflows**: The solution aims to minimize manual tasks and improve day-to-day operations and efficiency by automating workflows. According to the vendor, this allows users to maximize their time interacting and engaging with clients.

**Analyze Performance**: Integrated data provides insights into the business's current state and future direction. Users can make informed decisions and speed up decision-making processes based on the analyzed performance, according to the vendor.

**Application Management**: COREFIN Loan Management enables clients to apply for loans online or offline, quickly and easily, even from mobile devices. It provides tools for internal or external credit checks, allowing integration with external credit check providers or custom credit check methodologies. The solution also offers tools for gathering required loan documents and has a notification engine for clients, brokers, and employees. Auto document generation capabilities are available for quotes/proposals and their versions.

**Loan Life Cycle**: COREFIN Loan Management allows for the automation and management of tasks throughout the entire loan life cycle. Users can create, execute, and analyze loans, ensuring efficient management of complexities, according to the vendor.

**Core Processes**: The solution aims to streamline core loan management processes, improving overall efficiency. It provides tools for loan creation, execution, and analysis, minimizing manual efforts and reducing the risk of errors, according to the vendor.

**KPIs & Reporting**: COREFIN Loan Management offers key performance indicators (KPIs) and reporting functionalities. Users can track and measure loan performance, making data-driven decisions to increase return on investment (ROI) and minimize risk, according to the vendor.

**ePortal**: The solution includes an ePortal that enables clients to access loan-related information and perform necessary actions online. The ePortal provides a user-friendly interface for clients to interact with the loan management system.

COREFIN Loan Management

Loan Servicing Software automates the loan lifecycle from origination, credit decisioning, payment processing and collections, to accounting and reporting.

Loan Servicing

Corefin

Loan Workflow

Tools used by loan origination and servicing and servicing agents to streamline their workflows.

Loan Document Management

This feature allows users to store, manage, and track all loan-related documents, ensuring compliance and efficient processing.

Loan Workflow Automation

This feature helps to automate various stages of the loan process, improving efficiency and reducing manual errors.

Loan Software Integrations

This feature allows lenders to access credit reports and scores from major credit bureaus, aiding in the credit assessment process, and integrate with CRM tools and third-party databases to manage borrower relationships.

Loan Reporting and Analytics

Allows users to generate various reports and analyze data related to loan origination and servicing, helping to make informed decisions.

Financial Reporting and Compliance

Financial statements and regulatory filings

Management Reporting

Tools facilitating creation of internal ad hoc or standard reports.

XBRL support for regulatory filing

Support for the XBRL standard reporting format for exchanging financial data.

Excel-based Reporting

Ad hoc or formatted reports using MS Excel.

Data Security

Tools and features that help keep data secure from unauthorized access or internal exposure.

At-Rest Data Encryption

Data at rest is encrypted, requiring decryption to read the underlying data.

In-Transit Data Encryption

Data is transmitted in an encrypted state, preventing interception of raw in-flight data.

In-Use Data Encryption

Data remains encrypted even when stored in non-persistent storage (RAM, CPU caches, and CPU registers). This prevents access to data through malware on an individual device.

Data Redaction

The product's capability to return redacted data in place of actual data when queried. For instance, a redacted query for the phone number 555-5555 could return ***-**55.

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COREFIN Loan Management

Overview

What is COREFIN Loan Management?