Mortgages and real estate loans carry long tenors, changing collateral values and layers of documentation that most loan systems weren’t built to track cleanly. COREFIN LMS manages the full mortgage lifecycle - origination through servicing - natively on Dynamics 365.
Mortgage and property lending combines long-term amortization, collateral valuation and re-valuation, insurance and escrow tracking, and - often - construction drawdowns before a loan even converts to standard repayment. Add in regulatory documentation requirements and the coordination between credit, legal and servicing teams, and generic loan software starts to show its limits fast.
COREFIN was designed to carry that complexity inside a single Dynamics 365 environment, so property and mortgage teams aren’t reconciling data across three systems.
Configure residential mortgages, commercial real estate loans, construction loans and lines of credit, each with its own rate structure (fixed, variable, hybrid), term, fee schedule and required documentation checklist.
Standardize the application, appraisal, collateral valuation and underwriting workflow, including risk scoring criteria and pre-defined due diligence steps for property-backed lending.
Track amortization schedules, escrow and insurance requirements, collateral re-valuation events and construction drawdown milestones from one contract record.
Automate repayment processing and arrears management, with configurable workflows for the longer forbearance and workout processes typical of secured real estate lending.
Disbursements, repayments, escrow movements and fees post automatically to the general ledger via native integration with Microsoft Dynamics 365 Business Central - keeping servicing and finance teams aligned on one platform.
Let borrowers view balances, amortization schedules and documents, and submit requests online - reducing routine servicing calls to your team.
Construction drawdowns, standard amortization and collateral tracking - without stitching together separate systems.
Including Business Central for accounting, not just Dynamics 365 Sales - giving you enterprise security and audit trails for long-tenor, high-value loan books.
Implement origination and servicing first, add collections and GL integration as your portfolio scales.
backed by 16+ years of vertical financial-services implementation experience - including property-adjacent sectors such as property management, which COREFIN also serves.
Whether you’re a bank running a mortgage book alongside other lending products, or a specialty real estate lender, COREFIN’s modular pricing means you only pay for the functionality your portfolio actually needs.
+44 (0) 20 7097 7133
Kemp House 152 - 160 City Road, London EC1V 2NX, United Kingdom
contact@core-fin.com
Mon-Fri 8:00 - 16:00
COREFIN is a family of vertical and horizontal digital software solutions based on Microsoft Dynamics 365 & Microsoft Azure cloud, a globally recognized technology platform.
