We Love What Our Clients Have To Say!
“Our contacts wrapped their arms around our Bank and learned exactly how our loans worked to ensure the product they were providing met our needs!”
“The business and technical team members that they bring to the partnership have proven that codefi not only understands the technical side of software applications but their industry understanding of real estate lending and loan operations helped to reduce our implementation costs and ensured we met our goals and deadlines”
“As an inspector I am constantly thrust into learning new platforms by the lenders I service. Codefi’s inspection app feels like it was built for me.”
“My favorite part about codefi is its reporting capabilities. I check the system daily to know whats happening with my investments.”
“The platform makes it so easy to order a draw and check in with my lender. Not to mention codefi’s support team is always so friendly.”
“codefi’s software makes it easy for me to communicate progress and get paid sooner.”
Keeping Up With Codefi
CodeFi to conduct seminar at the West Virginia Bankers Association May 4th.
CodeFi will be conducting a seminar at The 2017 West Virginia Bankers Association Annual Credit Conference highlighting the five distinct categories of financial difficulties with development projects. Please join us May 4, 2017. For more information or registration,...
CodeFi to conduct seminar at the Independent Bankers Association of New York State on May 9th.
CodeFi will be conducting a seminar at The Independent Bankers Association of New York State Lending Conference on May 9, 2017. This seminar will discuss the five distinct categories of financial difficulties with development projects and how to avoid them. CE credits...
CodeFi Solutions Presents at The 2017 South Carolina Bankers Association Spring Credit Conference
Columbia, SC – The 2017 South Carolina Bankers Association Spring Credit Conference was well represented by over 21 different member institutions with participants that included various C-Level Executives and Managers eager to participate in discussions related to...
Bob Scales, founder of CodeFi Solutions, featured in Florida Banking Magazine
Bob Scales, instructor at the Graduate School of Banking and founder of CodeFi Solutions, a BancServ, Inc. endorsed partner, featured in Florida Banking, March 2017 issue. Bob’s article titled “Construction Lending Technology Consideration” highlights several elements...
Business Intelligence Seminar
A Proven & Total Solution
Manage your commercial loans, residential loans, and revolving lines of credit with ease! Enjoy the benefits of: Full Portfolio Visibility, Regulatory Compliance, Institutional Standardization, Comprehensive Reporting, Corporate Governance Tools, Acquisition...
Secure Dependable Freedom
We currently provide solutions which manage billions of dollars in real estate and handle millions of transactions every month. Our platform is proven and stable. Our team brings both technological and business expertise to the table.
Fluid Progress, Solid Solution!
CodeFi Solutions offers out-of-the-box and customized solutions to meet your management needs. Solutions allow for you and your team to manage schedules, monitor progress, view/edit documents, collaborate with teammates, and more! If you are looking for Innovation to...
Reason One – Why Construction Projects Lose Money!
Answering the questions addressed above, can help to mitigate risk and prevent losses during the construction cycle. We will provide insight to Budget Management next!
Providing Paperless Possibilities!
CodeFi Solutions can provide paperless possibilities to your institution via the Presidium Solutions core software application. Learn more about how to take you operations paperless at www.Codefi.com.
5 Reasons Construction Projects Lose Money
Above is a brief introductory abstract of a five-part series to follow which addresses 5 reasons for losses in the construction lending market. Please stay tuned weekly as we address each of the 5 areas in depth, and how to resolve and mitigate the risk associated...
CodeFi Presents Presidium TownHall
Management and transparency of improvement projects are the key elements of success. Unfortunately, these elements cannot be readily reviewed because of fragmented systems with limited accessibility. CodeFi Solutions has solved this problem with the introduction of...