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Equipment finance portfolio analytics open on a laptop
BUILT ON MICROSOFT DYNAMICS 365 • BUILT ON MICROSOFT DYNAMICS 365 • D365
EQUIPMENT LEASING & FINANCE

Equipment finance and leasing, with the asset always in view

Equipment finance isn’t just a loan - it’s a loan tied to an asset that depreciates, needs tracking, and sometimes needs to be repossessed or re-leased. COREFIN LMS manages both the credit and the asset side of the relationship, natively on Dynamics 365.

The Challenge

The equipment finance challenge

Lease and equipment-loan providers juggle asset registers alongside credit files: purchase price, depreciation schedule, residual value, insurance status, and end-of-term options (return, purchase, renew). Track that separately from the loan or lease contract, and reconciliation becomes a manual, error-prone exercise - especially at scale, across vendors and equipment categories.

Origination
Servicing
Collections
Customer Data
Accounting
COREFIN on Dynamics 365
COREFIN loan origination in Microsoft Dynamics 365: personal loan application details showing requested and approved amounts, approved interest rate and repayment frequency
  • Customer relationship
  • Lending operation
  • Contract servicing
  • Business Central

COREFIN keeps the credit product and the underlying asset connected in one system, so origination, servicing and asset management teams work from the same data.

Capabilities

What COREFIN for Banking and Lending Covers

STAGE 01

Product management

Configure equipment loans, finance leases and operating leases with their own terms, residual value assumptions, fees and required documentation - appropriate for vendor finance, captive finance and independent lessors alike.

COREFIN financial product setup in Dynamics 365: configurable fee types and a Check List Settings tab
STAGE 02

Origination process

Standardize the credit application, vendor/dealer intake and equipment valuation workflow, with configurable scoring and due-diligence rules per equipment category.

COREFIN loan origination in Dynamics 365: the qualify-to-close process bar with Score Card, Required Documents, Approvals and Check List Items tabs
STAGE 03

Contract servicing

Track payment schedules, residual values, insurance compliance and end-of-term options (buyout, renewal, return) from a single contract and asset record.

COREFIN contract servicing in Dynamics 365: an active financial contracts list with net amount, undisbursed and amount outstanding per contract
STAGE 04

Payments & collections

Automate repayment processing and collections workflows, including structured processes for repossession or asset recovery when needed.

COREFIN payments in Dynamics 365: a contract transactions list showing disbursement, service fee, interest and principal repayment rows with their status
STAGE 05

GL posting entries

Post disbursements, lease payments, depreciation-linked entries and fees automatically to the general ledger, through native integration with Microsoft Dynamics 365 Business Central.

BUSINESS CENTRAL
COREFIN GL posting templates: loan disbursement, interest accrual and fee postings mapped to journal IDs and transaction types
STAGE 06

Client self-service portal

Give lessees and finance customers visibility into payment schedules, asset status and end-of-term options online.

COREFIN borrower self-service portal: contract totals and a contracts table with disbursed, undisbursed, interest rate and maturity
Why COREFIN

Why equipment finance and leasing providers choose COREFIN

COREFIN lending portfolio reporting on Microsoft Power BI: loans count, average loan amount and loan amount by financial product
01
Asset and credit data in one place

No separate spreadsheet to track depreciation and residuals against the loan or lease.

02
Modular

Deploy product management and servicing first, add vendor/dealer origination workflows and collections as you expand.

03
Built on the full Microsoft Dynamics 365 platform and Azure

Sales/Customer Engagement plus Business Central for accounting - scaling from a single equipment category to a multi-vendor finance program.

04
AppSource-listed core platform

plus 16+ years of bespoke vertical consulting, so unusual asset classes or lease structures don’t require a rebuild.

SCALE WITH YOUR BOOK

From a single asset class to a full portfolio

Whether you finance one type of equipment for a captive program or run a diversified independent leasing book, COREFIN’s modular pricing scales with you.

Contact Us

Make the first step now





























































































































































































































































    Call Us!

    +44 (0) 20 7097 7133

    Find us at:

    Kemp House 152 - 160 City Road, London EC1V 2NX, United Kingdom

    Or Email us:

    contact@core-fin.com

    Working Hours:

    Mon-Fri 8:00 - 16:00