COREFIN Loan Management
COREFIN Loan Management allows you to manage with ease all the complexities during the life cycle of a loan.
Our Loan solution makes it possible to automate and manage all the tasks from loan creation to loan execution and to analyze performance in order to increase ROI and minimize risk.
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COREFIN Loan Management
Fully Integrated Solution
Our enterprise-wide management solution based on Microsoft Dynamics CRM offers highly customized CRM functionality plus off-the-shelf add-ons for Loan Management.
COREFIN Loan Management
Automated Workflows
Take maximum time to interact and engage with your clients by minimizing manual tasks and improve day-to-day operations and efficiency!
COREFIN Loan Management
Analyze Performance
Integrated data gives you a clear picture of where your business is and towards where it is heading. Speed up decision making while taking informed decisions at the same time.
COREFIN Loan Management Benefits & Features
Benefits & Features
Apply for a Loan online or offline: easy, quickly, even from your mobile device
Internal or external credit check: we can integrate our solution with an external credit check provider or integrate your own credit check methodology
Required Documents Gathering tools
Powerful notification engine: both for your clients, brokers and employees
Auto document generation: quotes/proposals, versions
Manage all the complexities encountered during the lifecycle of the loan with ease
End-to-End loan life cycle management: from loan creation to loan execution and performance analysis
Interest rate calculation schemes: simple or compounding at different periods, floating or not, all pro-rated
Flexible Repayment schemes: at maturity, periodic repayments or equal periodic tranches
Repayments Spreads: apply repayments across principal, interest or fees due
Fees Management: various fees definitions and payment types; fees calculation based on percentage schemes etc.
Powerful Loan Amendment engine: ability to change interest rate, suspend interest calculations for a period of time, extend loan term, amend loan conditions, negotiate loan amounts etc.
Loan Restructuring: provisioning management, loan write-off process definition
Loan Refinancing: refinance a single or multiple loans
Hedging management of FCY loans and amortization schedule generation in FCY
Management of multiple borrower and loan guarantors
Internal funds management
Loan product configuration: easy & intuitive definition of various loan products & schemes with related terms and condition
Automation of the whole process from application to approval/quotation to end-of-loan services (automated notifications and status engine, assignment of tasks etc.)
Loan terms management and set up
Disbursement Management: ability to define various disbursement schemes from one-time funding, funding in tranches to multiple drawdown and schedules
Pre-defined required documents for various stages of your loan and from different parties, depending on their role and loan type definition
Full history of each customer, contract , asset, manufacturer and dealer
Escrow account management
Approval Management on multiple levels
Bank Reconciliation and Payment Allocations
Payment and Collection Management tool
Auto-generation of accounting postings in a format ready to be imported in an accounting financial system
Catalogue of collaterals available, along with their characteristics (depreciation schemes etc.)
Management of broker network and various commissions schemes
Auto generation of amortization reports
Option for fees amortization over the period of the loan
Real-time analytics for accurate and customized dashboards and reports
Dashboard drill down functionality to reveal additional details
KPIs definition and tracking
IRR calculation
Aging analysis and management reports
Upcoming and late payments management and powerful notification engine
Targets Management
Loan Application tools integrated with you website
Personalized, role-based and user friendly log-in possibilities for your end clients and other stakeholder
Self-service actions: applying for a loan, documents upload, quote generation and download
Powerful notification tools
Transactions history and reports
Payments overview for upcoming, past and late payments
Possibility for online payments
Integration with direct debit providers
Initiate a contact with your broker or account manager over the portal
The right tools to maximize financial and operational performance and minimize risk
Advanced Customer Management set of tools
Increased productivity by minimizing the time to process and manage a loan
Streamlining Business Processes
Wide Range of Features & Functions
Quicker Return on Investment
Higher customer satisfaction and client engagement
Easily adaptable, flexible and scalable platform to accommodate quickly changing regulation and business processes
Management of 3rd parties and investors with ease
