CoFi Software | Steps for Success

How to Submit a Standard Payment Request

Modified on Wed, 27 Mar, 2024 at 4:36 PM
How to Submit a Batch Payment Request

Modified on Tue, 9 May, 2023 at 2:00 PM
Borrowers | How to Submit a QuickDraw Request

Modified on Wed, 18 Oct, 2023 at 1:56 PM
How to Add a Line Item Transfer to a Payment Request

Modified on Tue, 9 May, 2023 at 1:48 PM
How to Request an Edit on a Payment Request

Modified on Tue, 9 May, 2023 at 1:46 PM
How to Edit a Payment Request After Submission

Modified on Tue, 9 May, 2023 at 1:47 PM
Lenders: How to Complete a Line Item Transfer

Modified on Tue, 9 May, 2023 at 1:47 PM
How to Track Job History

Modified on Tue, 9 May, 2023 at 1:46 PM
How to Export Payee Information for 1099 Tax Reporting

Modified on Fri, 2 Dec, 2022 at 1:44 PM
Introduction to CoFi | Borrowers

Modified on Thu, 12 Jan, 2023 at 3:57 PM