COREFIN Loan Management

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.