Credit infrastructure
Complex credit deserves better infrastructure
CORE brings structure to document-heavy, high-scrutiny lending. Analyst-driven workflows. Complete evidence trails. Defensible outputs that stand up to examiner scrutiny.
- Lower cost per credit memo
- 60%
- More deals per analyst
- 5×
- Of citations traced to source
- 100%
- First draft ready for review
- Same-day
Built on enterprise infrastructure
The status quo
Complex deals. Fragmented tools.
High-scrutiny lending demands rigor, but most teams are stuck with scattered documents, inconsistent processes, and audit trails held together by hope. The gap between what examiners expect and what your tools deliver keeps growing.
Scattered documentation
Financial packages arrive across dozens of emails. Critical information lives in someone's head. Handoffs break down between analysts, and borrowers submit the same documents twice because nobody can find the first copy.
→ Structured deal workspaces with staged document collection — borrowers see what they need now, not everything at once.
Inconsistent analysis
Every analyst has their own approach. Memos vary in depth, tone, and rigor. Quality depends on who's assigned, and senior reviewers spend more time reformatting than reviewing substance.
→ Standardized workflows that flow directly into institutional-quality output.
Audit exposure
When examiners ask how you reached a conclusion, you're digging through folders hoping the trail exists. Evidence linking is manual, inconsistent, and rarely survives staff turnover.
→ Complete evidence linking -- every claim traced to source, every edit logged, every action timestamped.
The platform
From intake to committee-ready memo
Structured workflows that produce consistent, audit-ready output. Every stage connected, every decision documented.
- Structured deal workspaces
- Every deal has a defined home -- stages, owners, deliverables organized from day one. No more hunting through shared drives.
- Staged document collection
- Collection that moves with the deal, not ahead of it. Release requirements in phases so borrowers stay focused and deals keep moving.
- Analysis that flows to output
- Financial data and evidence connect directly to memo sections. DSCR calculations, rent rolls, and borrower financials link to the narrative. No copy-paste.
- Defensible credit memos
- Institutional-quality output aligned to your standards. Every claim linked to source documents. Ready for credit committee or examiner review.
- Multi-tenant isolation
- Each organization's data completely separated at the database level. Your deals, your documents, your analysis -- never shared or co-mingled.
- Comprehensive audit trails
- Every significant action tracked with user, timestamp, and context. From document upload to memo approval, the record is complete and immutable.
COREView™ Market Intelligence
Sector intelligence,
built for your deal.
Before CORE drafts a credit memo section, it builds a research foundation: live regulatory citations, market benchmarks, geographic conditions, comparable transaction data. COREView™ surfaces that foundation directly — describe your sector and program, and a 14-section report is in your inbox within 2 hours.
Most analysts spend half a day building the market context this report delivers in 2 hours.
No account required — used by analysts who want to see the intelligence layer before committing to the platform.
Agriculture & Food Systems — NAICS 111
Irrigated Agriculture & Permanent Crops
Pacific West · Q1 2026 · 47 pages
+ 8 more sections
Built for
Where documentation carries weight
CORE serves teams where credit decisions carry real consequences -- where regulators examine your work, investors scrutinize your process, and borrowers depend on your diligence.
Program lenders
USDA B&I, SBA 7(a), HUD programs with specific documentation requirements and regulatory expectations. CORE structures the process so your team meets program requirements consistently -- not just when your best analyst is on the deal.
Learn moreInfrastructure & project finance
Long-dated, multi-party transactions with extensive diligence and committee review. Environmental reports, engineering assessments, and financial projections organized in one workspace with full traceability.
Learn moreCredit funds & specialty lenders
Bespoke structures that require institutional-quality documentation for investors and fund administrators. Evidence-backed memos that demonstrate the rigor your LPs expect.
Learn moreLender service providers
Teams supporting institutional clients with underwriting, diligence, and credit administration. Serve multiple clients with consistent quality while maintaining strict data separation.
Learn moreIntelligence layer
AI that works like your team does
Not a chatbot. Not a black box. CORE's AI mirrors the way institutional lending actually works — research, draft, supervise, verify. Every output traces to source. Every generation is reconstructable. Your analysts stay in control.
- Multi-persona architecture
- Two AI personas work your deal — an analyst that researches and drafts, a supervisor that synthesizes and catches inconsistencies. The same workflow your team uses, built into the intelligence layer.
- 12-layer prompt system
- Every generation draws from skills, financial data, risk policy, live CFR citations, analyst notes, and prior sections. Each layer is visible, configurable, and logged.
- Live regulatory citations
- CORE pulls current regulation text directly from the eCFR — not a static lookup table. When CFR sections change, your citations stay current.
- Generation snapshots
- Every AI output is saved with the exact prompt, source documents, and model version used. Years later, an examiner can reconstruct exactly how a memo section was generated — and what human review followed.
See how CORE handles your complexity
30-minute conversation. See the platform with your use case in mind. No generic demos -- we'll focus on what matters to your team.