Skip to content
Schedule a Demo

Fortis Bank & CoFi Partnership

Untitled design (37)

Industry

Financial Services

Challenge

Before partnering with CoFi, Fortis Bank struggled with limited visibility into the progress of complex, high-value projects, faced tight timelines for receiving inspection reports and funding recommendations, and navigated borrower-specific complexities that demanded tailored support.

Results

Partnering with CoFi has enabled Fortis Bank to achieve faster turnaround times with inspections often completed ahead of schedule, streamlined communication between the bank, borrowers, and builders, stronger portfolio oversight through improved budget tracking and risk management, and a sustained, years-long relationship built on proactive collaboration and trust.

www.fortisbankus.com
$5.4M+
Manage Spend
100+
Deals Completed
7.6x
ROI
$2M
Cost Savings

CoFi’s platform is easy to use, their support team is responsive, and inspections are delivered faster than promised. They help keep projects on track and our construction portfolio clean and efficient.

Ashley Vasquez

Senior Construction Admin, Fortis Bank

Untitled design (37)

Fortis Bank & CoFi

Fortis Bank, a long-time client of CoFi, manages a portfolio of high-value construction projects with a focus on quality over quantity. As a private bank, they handle fewer projects than large public lenders but specialize in higher-end, higher-priced developments. They turned to CoFi seeking both a technology “bump” and an expertise “bump”—leveraging CoFi’s platform and services to streamline operations, mitigate risk, and ensure project success.

The Challenge

Before partnering with CoFi, Fortis Bank struggled with limited visibility into the progress of complex, high-value projects, faced tight deadlines for receiving inspection reports and funding recommendations, and dealt with borrower-specific complexities that required customized support.

 

The Solution

CoFi provides Fortis Bank with an intuitive online platform for project tracking, inspection requests, and funding workflows, supported by a responsive team that quickly addresses troubleshooting needs and borrower-specific concerns. Inspection reports are often delivered ahead of quoted timelines, enabling faster decision-making, while detailed funding recommendations offer comprehensive budget oversight.

Acting as a liaison between Fortis, borrowers, and builders, CoFi helps keep projects on schedule and within budget, and their proactive account management ensures Fortis’s evolving construction portfolio needs are consistently met.

 

"CoFi is easy to use, responsive, and delivers inspections faster than promised—keeping our projects on track."

The Results

With CoFi, Fortis Bank benefits from faster turnaround times, with inspections often completed ahead of schedule to reduce project delays. Communication is streamlined through a centralized channel connecting Fortis, borrowers, and builders, while stronger portfolio oversight enhances budget tracking and risk management. This years-long partnership is built on proactive collaboration and trust, ensuring continued success.

Ready to get started?

Call to action