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Draw Support when you need it, where you need it

A fully supported platform designed to streamline draw processing, budget management, and compliance checks for all your construction projects—whether single-family, multi-unit, or fix & flip. Simplify your workflow, keep clients happy, and ensure builders are always in the loop.
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CoFi was built by builders, for builders.

CoFi streamlines legacy processes, providing modern solutions for the evolving construction industry.

CoFi understands the fast-paced, high-stakes world of construction, where costly delays and inefficiencies are common. Traditional draw processing is outdated, relying on manual, paper-based methods prone to errors and fraud.

That’s why we developed a platform that streamlines loan servicing with real-time visibility, offering a tailored draw experience that’s predictable, fast, and efficient. Our digital inspections save time and improve accuracy, while our proactive risk management tools help keep your project on track. We’re committed to making construction finance predictable, safe, and fast—so you can focus on what matters most.

1

Tailored Construction Draw Experience

Experience a smooth, tailored draw process that keeps all parties aligned and accountable.
2

New Age Inspections

Digital Inspection empowers you to perform on-site inspections at your convenience, reducing delays and enhancing accuracy.
3

Proactive Construction Risk Management

CoFi’s advanced tools identify potential risks early, ensuring your projects stay on time and within budget.
Comprehensive Tools & Features

Empowering Builders with Advanced Tools to Simplify Construction Financing and Project Management

Here are just some of the awesome features you’ll find with CoFi:

Digital Draw Submission

Streamline your draw requests with a fully digital submission process that reduces errors and speeds approvals.

Customizable Workflows

Tailor your draw process to fit your project’s unique needs, ensuring efficiency at every stage.

Easy Budget Tracking

Keep your project on budget with tools that make tracking simple and straightforward.

Real-Time Collaboration

Enhance communication and teamwork with tools that keep everyone on the same page, in real-time.

Nationwide Expertise

Leverage our extensive knowledge and experience in construction finance across the entire country.

Analytics and Reporting

Make informed decisions with detailed analytics and reports that provide insights into your project’s progress.

Compliance Controls

Stay compliant with regulations through automated checks, ensuring every step meets industry standards.

And Much More…

Discover even more powerful features tailored to your needs. Contact CoFi to learn how we can help.

Servicing and Software Inquiries

Tailored Construction Draw Experience

Our platform is designed to simplify and customize every aspect of the construction draw process, ensuring efficiency and precision at each stage.

From aligning with your unique document requirements to delivering real-time updates, we tailor our approach to meet the specific needs of your project, streamlining workflows and optimizing communication for seamless project management.
Here are just some of the features our platform offers you:
1

Customized Document Requirements

We start by aligning our platform with your unique draw requirements. Whether you need specific documents, forms, or approvals, our system is configured to capture exactly what you need from the start.
2

Automated Compliance Checks

We integrate automated checks into the submission process, ensuring that every draw request meets your compliance standards. This reduces errors and speeds up the approval process.
3

Dynamic Workflow Management

Our platform adapts to your project’s specific needs. Whether you have multiple stakeholders or complex approval processes, we tailor the workflow to ensure that each step is handled smoothly and efficiently.
4

Real-Time Communication

We keep everyone in the loop. Our platform allows for real-time updates and notifications, ensuring that all parties—builders, lenders, and project managers—are informed at every stage.
5

Flexible Draw Schedules

We understand that every project has different cash flow needs. Our system allows you to customize draw schedules, so funds are released exactly when they’re needed, helping you maintain project momentum.
6

Data-Driven Insights

Throughout the process, our platform provides valuable insights and reporting tools. These allow you to monitor progress, anticipate needs, and make informed decisions, all tailored to your project’s specifics.

New Age Inspections

Our New Age Inspections provide the flexibility and accuracy to keep projects moving smoothly.

By leveraging advanced tools and on-demand scheduling, we help reduce delays and streamline the inspection process, ensuring progress is documented and reviewed in real time, without the need for third-party scheduling bottlenecks.
1

Remote Inspection Tools

We equip builders with advanced inspection tools that allow them to capture detailed images and videos directly from the job site. These tools are integrated into our platform, enabling builders to document progress as it happens, at their convenience.
2

On-Demand Scheduling

Builders can perform inspections at times that work best for them, eliminating the need for scheduling around third-party inspectors. This flexibility helps keep projects on track and reduces bottlenecks caused by waiting for inspections.
3

Guided Inspection Process

Our platform provides step-by-step guidance for builders to follow during inspections, ensuring all critical elements are captured and documented. This not only improves accuracy but also ensures compliance with your specific requirements.
4

Real-Time Uploads and Reviews

Once the inspection data is collected, it is uploaded to our platform. Lenders and project managers can review the inspection results in real time, providing feedback or approval without delay.

Proactive Construction Risk Management

At CoFi, our proactive risk management approach is designed to prevent potential issues before they become costly problems.

By leveraging real-time monitoring, predictive analytics, and integrated communication tools, we help builders and lenders identify risks early and take preventive action. Our platform ensures seamless collaboration and compliance, providing the insights and tools needed to keep projects on track and within budget.
Here are just some of the features our platform offers you:
1

Real-Time Risk Monitoring

Our platform continuously tracks key project indicators, such as budget adherence, timelines, and compliance with local regulations. By monitoring these metrics in real-time, we can identify potential risks as soon as they arise.
2

Predictive Analytics

Leveraging advanced algorithms and historical data, our system can predict potential issues like cost overruns, delays, or quality concerns. These predictive insights allow project managers and lenders to take preemptive actions before risks materialize.
3

Custom Risk Assessment Tools

We offer customizable tools that assess risks based on the unique aspects of each project. This tailored approach ensures that you’re aware of specific vulnerabilities that could affect your project's success.
4

Integrated Communication Channels

Our platform includes robust communication features that ensure everyone is on the same page. When a potential risk is identified, relevant stakeholders are immediately notified, allowing for swift coordination and decision-making to mitigate the risk.
5

Automated Reporting and Alerts

With CoFi, you receive automated reports and alerts about potential risks. These reports are detailed yet easy to understand, providing actionable insights without overwhelming your team with unnecessary information.
6

Compliance Management

We help ensure that all construction projects meet necessary legal and regulatory requirements, reducing the risk of costly fines or project delays due to non-compliance. Our system tracks compliance documentation and deadlines, so nothing falls through the cracks.
7

Collaborative Risk Mitigation

We foster a collaborative environment where lenders, builders, and project managers can work together to address risks. Our platform supports shared responsibility and encourages proactive problem-solving, ensuring that risks are managed effectively across all parties involved.
We were lucky enough to start with CoFi several years ago, and it was a game changer for our construction program. The contractors we work with love the ability to monitor the CCB through the entire process and the CoFi team have been incredible to work with.
Pahmela Foxley

VP Mortgage Lending Wasatch Peaks CU