COREFIN Lending and Banking is a horizontal add-on to D365 Sales that brings the benefit of all standard out-of-the box integrations with 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. Contact us directly to discuss your specific business needs and needed tailored approach.

The solution 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, 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
Define collateral requirements

Loan origination module

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
Collect approvals from various parties or departments

Loan-servicing module

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

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 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.

COREFIN LENDING and BANKING

by PBS