System Overview › Funding Management
Funding Management
Flexible, Accurate Project Funding Tools
Managing multiple funding sources and payment instructions doesn’t have to be messy. Our project funding system gives you complete control over how funds, fees, and documents are handled—without the usual chaos of manual tracking.
Combine Funding Sources with Ease
Consolidate multiple funding streams into a single, clear document—or generate escrow instructions tailored to each source.
Seamlessly Include 3rd-Party Fees
Add title, inspection, legal, or other third-party fees directly into your funding documents or escrow instructions—or track them separately as project costs.
Use the Documents You Already Have
Keep your existing funding templates or escrow documents. Our system supports flexible formatting and field mapping.
One-Click Document Generation
Prepare complete, accurate funding packages from a single screen with just one button—saving time and reducing errors.
Document by Source or Mix-and-Match
Use the same document across multiple funding sources, or generate unique documents based on source-specific requirements.
Track Modifications & Final Funding
Make real-time edits to funding documents and always know your final authorized amounts.
