CodeFi Solutions Blog

Learn the latest in construction loan management and administration trends through our educational articles, case studies, and videos.  

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Volatility Returns to Housing, are Lenders Prepared?

Sources and Uses: Construction Budget Management

What is a Third Party Inspector and Why Do I Need One?

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Great Article in journal highlighting the return of uncertainty in housing. What steps is your institution taking to navigate the markets? Codefi Solutions can help!


Arguably the most important element of managing a construction loan budget is properly allocating the source of funds (“sources”) for a project and tracking the uses of these funds (“uses”).

The first line of defense in protecting the health of your construction and development portfolio is your third party inspector.

CodeFi Solutions will be conducting a session at FBA on Tuesday, June 13th and offering an exclusive promotion for FBA members to win an Apple Watch! Digital registration is open now!

On May 4th, the West Virginia Bankers Association held it’s annual credit conference at the Stonewall Resort in Roanoke, West Virginia. One of the highlighted speakers was Rick Blaylock, Director of Corp. Development for CodeFi Solutions.

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.

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.

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 technology that imp...

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...

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