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:
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.
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
- 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