How to Add a Line Item Transfer to a Payment Request

Modified on Tue, 9 May, 2023 at 1:48 PM

Need to transfer funds to cover an overage? CoFi allows users to customize funds transfer requests while working on a Payment Draft!


Important Note: Final approval will fall on the financial institution you are working with. If your loan processor has any questions, or require any changes, those changes will need to be made prior to processing the transfer, as well as payment of the draw. 


How do I add a line item transfer to my payment request?




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