Industry Associations
Florida Bankers Association
Enterprise Risk Management Association
Georgia Bankers Association
ABA Stonier
877.868.9009
Cocoa Beach, FL
Norcross, GA
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Manage your ENTIRE loan cycle
within one platform.

PRESIDIUM 360 

P360 is our out-of-the-box solution which delivers an immediate draw management solution to its users.  Each institution is granted secure access to their unique project domain with a variety of standardized security profiles. P360 subscribers receive these standard features:

  • Comprehensive construction loan reporting of both projects and the entire institution's portfolio.

  • Interactive user dashboard to notify the team members of important key elements of the loan.

  • Comprehensive third party management and demonstrable protection of data security.

  • True maintenance of a green environment through this truly paperless loan software.

  • Ability to maintain an audit trail of activity.

  • Automated budget screens which track change orders, budget transfers, distributions, and multiple schedules of value.

  • Tracking of insurance documents.

  • Maintenance of waiver records.

  • Draw management through the use of our pay application module.
     

The P360 product delivers a comprehensive tool which manages your construction and development portfolio while demonstrating accurate information management to meet regulatory compliance standards.

Visibility, Accountability, Compliance

P360 not only reduces risks and delivers automation of processes and tasks, it also provides visibility and  accountability to meet regulatory compliance around your construction draw management process.

  • Reduce Implementation Costs

  • Faster Payment Turn Around

  • Reduce Processing Time

  • Paperless - "Green Initiatives"

  • Decrease Insurance Exposure

  • Improve Project Analytics

  • Improve Workflow

Looking for more robust features to meet your unique business requirements? 

 

CodeFi’s Presidium Enterprise delivers the proven functionality of P360, through a platform uniquely configured to an institution's specific challenges and business realities.

 

Case Study: Real Estate Lending Institution

  • ROI of $100k+ by instituting a draw management software application for loan administration and management.

  • 40% increase in managed loan volume without the need for additional resources.

  • Increased interest income

  • Third party vendor, direct expense and pass through savings​​

" Throughout the development, customization, and implementation of the CodeFi Solutions product, Presidium, we have found the programmers and sales people at CodeFi to be responsive, efficient and knowledgeable about the concerns of our business.”

SVP / Commercial Real Estate Operations