Get up and running with CEF Core in minutes. This guide will walk you through logging in, understanding the interface, and accessing your first features.
Your system administrator will provide you with a login link to your organization's CEF Core instance. The URL will look like: https://CEFCore.com
💡 Tip: Bookmark the login page for easy access. You can also enable "Remember Me" to stay logged in on trusted devices.
After logging in, you'll land on your Dashboard. This is your home base for all activities in CEF Core.
⚠️ Note: The features you see may vary based on your user role. Contact your administrator if you need access to additional modules.
CEF Core is organized into six main modules:
Manage loan origination, payments, amortization schedules, and modifications.
Track investor deposits, interest accrual, and note renewals.
View general ledger, financial reports, and perform month-end close.
Process receipts, disbursements, and bank reconciliations.
Manage customers, churches, and other entities.
Generate custom reports and export data.
Use the search bar in the top navigation to quickly find loans, notes, customers, or transactions by ID, name, or amount.
Look for the "+ New" or "Add" button at the top of each module to create new loans, notes, customers, or transactions.
Click on any row in a table to view full details and available actions for that record.
Most pages have an "Export" button that lets you download data to Excel or PDF.
Now that you're familiar with the basics, explore these guides:
Our support team is here to help you succeed with CEF Core.
Contact Support