Commercial lending, without the spreadsheets, emails, and rework.

Credifi helps brokers structure commercial deals, analyse risk, generate lender-ready notes, and manage workflows securely, in one place.

Setup in minutes
Dashboard Preview

Everything you need to streamline commercial loans

One platform for structuring, analysing, and progressing commercial deals

Capture and structure complex deals

Collect client information once and keep it organised across every stage.

Analyse financials with confidence

Assess servicing, cash flow, and deal strength using consistent frameworks.

Risk Assessment

Advanced risk modeling and credit analysis for better lending decisions.

Fast Processing

Accelerate loan approvals with automated workflows and instant updates.

Why choose Credifi?

Credifi is a commercial lending workspace that brings together:

Deal structuring
Financial logic and metrics
Broker commentary and notes
Risk and mitigant thinking
Secure client and document handling

All supported by AI — without relying on email or disconnected tools.

This is not a CRM replacement.

This is the system that sits between your client interview and your submission.

Platform Preview
What Makes Credifi Different

What Makes Credifi Different

Built for commercial brokers — Not generic “AI for finance”. Credifi understands commercial lending workflows.

  • Security-first by design: No sending sensitive data via email. Client and document handling inside a secure portal.
  • Controlled access and structure: AI that assists — not replaces. Helps clearly explain the deal, risks, mitigants, and rationale.
  • One system, not 10 tools: Replaces spreadsheets, Word docs, copy-paste notes, and rework across multiple platforms.

What Credifi Is and Isn’t

Your experience and judgement still matter. Credifi just removes the noise.

Credifi IS

  • A broker productivity and quality tool
  • A deal structuring and commentary assistant
  • A secure workspace for commercial lending

Credifi ISN’T

  • Automated lender policy advice
  • A CRM replacement
  • A “submit deals without thinking” tool

Frequently Asked Questions

Capture the transaction once — borrower, structure, purpose, security.
Credifi guides you through structured stages so nothing is missed.
Built-in financial metrics and deal logic support your assessment — not generic AI guesses.
  • Generate Broker notes
  • Risk and mitigants
  • Deal summaries
  • You remain in control — edit, adjust, refine.
  • Everything stays inside Credifi
  • No email chains
  • No loose attachments
  • No re-writing the same notes again