Documentation

Quick Start Guide

Get up and running with CEF Core in minutes. Learn the basics of navigation and core features.

User Management

Learn how to add users, assign roles, and manage permissions across your organization.

First Loan

Step-by-step guide to originating your first loan and processing payments.

Loan Management

• Loan Origination
• Payment Processing
• Amortization Schedules
• Late Fees & Collections
• Loan Modifications

Investor Notes

• Creating Notes
• Interest Accrual
• Interest Payments
• Maturity & Renewals
• Investor Portal

Accounting & GL

• Chart of Accounts
• Journal Entries
• Financial Reports
• Month-End Close
• Tie-Out Procedures

Cash Management

• Cash Receipts
• Disbursements
• Bank Reconciliation
• Cash Flow Reports
• Daily Cash Position

API Integration

Build custom integrations using our REST API

Custom Reports

Create and customize reports for your specific needs

Security Best Practices

Secure your account and protect sensitive data