All-in-one origination platform for private lenders.

Corepass gives lenders the tools to close more deals, cut overhead, and compete at scale—without hiring a bigger team.

Trusted by leading companies

    • 1 Sharpe
    • PML
    • YouLand
    • Alameda
    • Attune
    • Phoenix

Run your entire lending operation from one streamlined platform

Corepass replaces spreadsheets, endless email chains, and manual doc prep with a fast, modern system built for private lenders.

A single place for borrowers and brokers to submit deals, upload docs, and track progress in real time.

Built for how private lenders really get deals done.

Our platform respects the high-touch, fast-turn nature of private lending teams.

Document Tracking

Never chase paperwork again

Automatically track every required doc by loan type. Instantly spot what’s missing, expired, or incomplete—before it slows down your closing.

Team Management

Everyone knows what to do—and when.

Assign roles across processors, underwriters, and AEs. Keep workflows clean and scalable without extra overhead.

Analytics

See what’s working. Fix what’s not.

Track loan pipeline, team output, and deal performance with built-in reporting. Spot conversion drops, bottlenecks, and market trends in real time.

Get started today

Corepass replaces disconnected tools and manual processes with one system that gives your team visibility, accountability, and speed at every stage of the loan lifecycle.

Trusted by private lenders across the country.

From fast-growing originators to established lending firms, Corepass gives teams the tools they need to scale cleanly and close faster.

    • We went from managing everything in Google Sheets to tracking 60+ deals a month in Corepass. Game changer...

      Richard Jia
      CEO, YouLand Inc.

    • What stood out to me was how fast my team picked it up. No long onboarding. Just immediate improvements in how we track and close deals.

      Amy Hahn
      Managing Director, Atlas Private Lending

    • We brought Corepass in during a period of rapid growth. It gave us the structure we needed to handle double the loan volume without burning out our team,

      Peter Pedram
      CEO, Private Money Lenders, LLC.

    • The broker portal changed everything for us. Submissions are cleaner, documents are complete, and we’re funding faster.

      Ethan Brown
      VP of Lending, BridgeCap

    • I used to spend half my day following up on missing docs and wondering if deals were stuck. Now I just open Corepass and know exactly where things stand.

      Stephanie Renolds
      Loan Processor, Westside Capital

    • Corepass helped me stop being the bottleneck. Everyone can see what’s missing, who’s assigned, and what’s next. I finally have time to focus on strategy.

      James Williams
      Director, North Creek Lending

Tailored pricing, built for private lenders

Our expert team will adjust pricing, support, and feature access around the exact workflow and scale of your company.

Doc Generation

Works with any system. Simply upload your loan data, generate the docs, and download everything—no manual edits needed

  • Generate full loan packages: Note, Deed of Trust, Disclosures, Payoff, and more
  • Auto-fill fields from the loan file
  • Doc-ready in seconds, not hours
  • Backed by top legal professionals

Standard

For small to mid-sized lending teams that need an efficient, end-to-end loan origination system

    Unlimited Document Generation, plus:

  • Built-in broker/borrower portal
  • Track deals from lead to funding
  • Assign roles (AE, processor, underwriter)
  • Track loan statuses and task completion
  • Export pipeline and loan performance reports
  • Supports Bridge, Fix & Flip, Ground-up Construction and DSCR Rental loans

Enterprise

For high-volume lenders who want to fully streamline internal ops and eliminate manual steps across the entire pipeline.

    Everything in Origination, plus:

  • AI-assisted document analysis for parsing uploads, detecting missing items, and flagging inconsistencies
  • Automated follow-ups and reminders
  • AI voice phone agents for sales and borrower qualification
  • Eligibility Engine with configurable buy boxes for multiple takeout partners
  • Advanced dashboards: volume by source, team performance, DQ %, conversion rates
  • Expanded underwriting metrics (census insights, comps, rent trends, crime data, borrower history, and property risk scores.)

Frequently asked questions

If you can’t find what you’re looking for, email our support team and if you’re lucky someone will get back to you.

    • What is Corepass?

      Corepass is a modern loan operating system for private lenders. We help you manage your entire pipeline — from borrower intake to document generation to pricing — all in one place. No more spreadsheets. No more chaos.

    • How do I get started with Corepass?

      Just book a demo or message our team. We’ll understand your workflow, customize onboarding, and get your team live in days — not months.

    • How does Corepass's pricing engine work?

      Our dynamic pricing engine lets you set terms by loan type, LTV, credit score, and more, without needing formulas or Excel.

    • Is Corepass secure and compliant?

      Yes. Corepass uses bank-level encryption, role-based permissions, and regular audits to meet lending compliance standards and protect borrower data.

    • Is Corepass accessible on mobile devices?

      Yes. Corepass is fully mobile-responsive, so your team can check statuses, approve deals, or upload docs on the go.

    • What customer support does Corepass provide?

      Corepass offers 24/7 customer support through various channels, including an online help center, email, and phone support, along with regular system updates and training sessions.​

    • Does Corepass support multiple loan types?

      Yes. The platform is fully configurable to handle bridge loans, fix-and-flips, DSCRs, and any other product you offer.

    • Can Corepass integrate with other software systems?

      Yes, Corepass offers API integrations with CRM systems, accounting software, credit scoring tools, and more, facilitating seamless data flow and enhancing operational efficiency.

    • How customizable is Corepass for my business needs?

      Corepass is highly customizable. You can tailor the platform’s features, such as loan terms, pricing models, and document generation templates, to align with your specific business requirements and lending policies.