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Our Products2018-09-25T14:48:12+00:00

Our solutions make your life easier.

CFSI Loan Management offers the following products for sale:

  • CFSI Loan Management Builder Profile Review consists of reviewing all aspects of the builder. We review against our best-practice risk policy to ensure your builder is qualified to complete your residential new construction and renovation/rehabilitation projects.
  • Once construction begins, a new set of risks come to the forefront. Ensuring that the project is on budget, on time, and free of liens leaves a project that is fully completed and ready to transition into a more permanent loan. CFSI does this by reviewing and monitoring the budget, change orders, and inspections on a draw-by-draw basis.
  • Once construction begins, a new set of risks come to the forefront. Ensuring that the project is on budget, on time, and free of liens leaves a project that is fully completed and ready to transition into a more permanent loan. CFSI does this by reviewing and monitoring the budget, change orders, and inspections on a draw-by-draw basis, however there is no documentation collected, meaning no collection of invoices or lien waivers for any payee.
  • Once construction begins, a new set of risks come to the forefront. Ensuring that the project is on budget, on time, and free of liens leaves a project that is fully completed and ready to transition into a more permanent loan. CFSI does this by reviewing and monitoring the budget, change orders, and inspections on a draw-by-draw basis, however there is a $1000 lien waiver limit, meaning no collection of invoices or lien waivers for any payee < $1000.
  • CFSI Loan Management Project Review consists of a pre-close feasibility review of your project. CFSI Loan Management can present a clear picture of the project even before the first concrete is poured. We do this by reviewing the budget, plans/specs, valuation, and purchase contract.
  • Status inspections can be ordered at the lenders' discretion. CFSI Loan Management will complete a site inspection evaluating the completion of the project based on the line item budget. CFSI will provide an opinion on the overall percentage of completion, not a line by line.
  • Status inspections can be ordered at the lenders discretion. CFSI Loan Management will complete a site inspection, provide photos, and a brief write-up on activity seen on site.  No opinion on percentage of completion is provided.