Secured Lending Solutions

Precision insight. Trusted oversight.

Built and led by experienced secured lending professionals, delivering advisory and execution support — from platform optimization to transaction diligence and portfolio oversight.

Request a Conversation

Due Diligence

Independent transaction support from origination through exit

Consulting & Advisory

Focused on strengthening secured lending platforms across people, process, and technology

Portfolio Oversight

Specialized oversight for collateral-backed portfolios where expertise, scale, and disciplined monitoring are critical

Average Experience of Team: 0 years
Average Engagements per Year: 0
Trusted by Bank, Non-Bank and Borrower Clients: 0

Areas of expertise

Due Diligence

Independent transaction support from origination through exit

Secured Debt

Deep interdisciplinary experience across ABL, ABF, and ABS structures

Consulting

Focused on strengthening secured lending platforms across people, process, and technology

Credit & Operational Risk

Led by lenders and executives who have underwritten, managed, and worked out complex credit situations across market cycles

Portfolio Oversight

Specialized oversight for collateral-backed portfolios where expertise, scale, and disciplined monitoring are critical

Audience

Who we serve

We work with institutions across the secured lending ecosystem—from global banks to specialty lenders, and the borrowers they serve.

Multinational banksRegional and community banksCredit unionsSpecialty finance platformsPrivate equity and hedge fundsBorrowers of secured lending structures

Services

Designed to support lenders across the secured lending lifecycle.

Consulting & Advisory

We help secured lenders modernize their platforms through operational assessments, workflow redesign, and technology evaluation.

Operational Assessments & Workflow Redesign — Improve accountability, scalability, accuracy, and overall credit risk discipline
Technology Evaluation & Modernization — Assess and implement collateral monitoring and lending platforms aligned with your needs
Procedure Development & Documentation — Develop SOPs, job aids, and enablement materials to support consistent execution

Learn more

Due Diligence

Our experienced examiners—strategically positioned across the United States—bring deep product expertise and broad industry knowledge to every engagement.

Full- and limited-scope examinations
Pre-origination surveys, roll-forward analyses, post-origination recurring exams
Receivable and inventory verifications, BBC construction and eligibility testing, and assessments of controls, reporting abilities and accuracy

Learn more

Portfolio Oversight

We support lenders on a temporary or permanent basis, providing full-time or fractional resources aligned with portfolio size and complexity.

Document management and borrowing base certificate (BBC) preparation for borrowers
Recurring BBC validation, variance root-cause analysis and remediation
Accounts receivable verifications and collection monitoring

Learn more

Differentiators

Why Core Vision

What sets us apart from other advisory and examination firms.

Specialized Secured Lending Expertise

We support the unique attributes of ABL, ABF, and ABS structures and the operational environments in which they operate. Our work addresses the credit, operational, and technological challenges that generalist diligence providers and blended service models often overlook.

Rare Interdisciplinary Team

A rare, interdisciplinary team of tenured secured-lending professionals located across the United States. Our platform brings together CPA-qualified experts, field examiners, appraisers, former lenders, and operations leaders from major financial institutions across ABL and ABF debt products—delivering institutional-grade rigor, perspective, and professionalism to every engagement.

Commitment to Excellence & Partnership

We approach every engagement with a tailored, high-touch model designed to integrate seamlessly with our clients’ teams and priorities. Built on integrity, transparency, and collaboration, we operate as a trusted extension of our clients’ organizations—helping lenders operate more efficiently, scale confidently, and strengthen credit outcomes.

Independent, Risk-Focused Services

Our work is grounded in independent, disciplined analysis designed to surface operational, reporting, and collateral risks that other service models often miss. Our stand-alone field examination scope focuses on collateral existence, reporting integrity, borrowing base mechanics, internal controls, and borrower readiness—providing lenders with clarity beyond what valuation services alone can offer.

Modern Execution

We leverage modern tools for efficiency and blend with experienced examiner judgment to deliver greater accuracy, speed, and consistency across secured-lending engagements.

Outcomes

Where We Add Value

Real engagements where Core Vision delivered measurable impact.

Situation

A start-up ABL lender needed to establish field examination and collateral monitoring capabilities from the ground up.

Our Role

Performed field examination with speed and credit risk rigor, designed borrowing base monitoring protocol, implemented a technology platform to track borrower documentation and borrowing base collateral, and created workflows to ensure seamless coordination with credit, operations, and other internal teams. We also created training materials for lender and borrower staff.

Result

The lender launched with a scalable, compliant platform supported by a fully monitored borrowing base portfolio aligned with its field examination framework. Borrowers received clear guidance and training on reporting requirements, enabling accurate collateral reporting and consistent loan compliance. By leveraging our infrastructure, the lender avoided the costs and delays associated with technology licensing, vendor searches, and building internal collateral monitoring capacity from scratch.

Situation

A lender initially engaged us to perform a survey field examination on a prospective borrower that was experiencing internal staffing shortages.

Our Role

Following the examination, we established a structured borrowing base calculation framework with a consistent methodology for collateral reporting. This ensured the lender received reliable, standardized borrowing base submissions aligned with the loan agreement.

Result

The borrower ultimately engaged us post closing to perform its borrowing base calculations each reporting period, giving the lender greater confidence in reporting accuracy and compliance while allowing the borrower to deploy internal resources more efficiently.

Situation

An asset manager launched a new lending portfolio company focused primarily on ABL and equipment finance originations.

Our Role

Supported the platform build by identifying and evaluating appropriate technology partners, assisting with system configuration, and designing operational processes and workflows aligned with the asset manager’s funding and reporting requirements. We also provided outsourced collateral and loan operations support during the initial launch phase.

Result

The platform launched with a structured operational framework, enabling efficient loan funding, collateral monitoring, and reporting to stakeholders.

Testimonials

What our clients say

Feedback from lenders who have worked with Core Vision.

“Core Vision brought a level of rigor and expertise to our field examination program that we simply couldn't replicate internally. Their practitioners understand the nuances of complex collateral structures.”

Head of ABL

Tier 1 Global Bank

Context: recurring exams for a multi-borrower ABL portfolio.

“When we needed to scale our monitoring capacity quickly, Core Vision stepped in seamlessly. Their team integrated with our processes and delivered consistent, reliable oversight from day one.”

SVP, Portfolio Management

Regional Commercial Bank

Context: daily borrowing base monitoring for a fast-growth specialty finance book.

Leadership