THE CAPITAL PARTNER
Open the project.
Establish the project and the requirements for each draw, so everyone knows what needs to happen next.
Explore the requirementsFOR DIRECT & PRIVATE LENDERS
Post-close funds.
Under control.
Bring draw documents, approvals and release records into one clear post-close workflow.
A clearer view from funding to release.
Automatic sweep
Move your mouse to guide the light
ESCROW, TURNED INTO SOFTWARE.
From the first document
to the final release.
Keep the next step clear, with defined responsibilities and one place to follow the record.
THE CONTRACTOR & CAPITAL PARTNER
Submit. Review. Approve.
The contractor provides the draw documents. The capital partner reviews the submission and gives approval.
Explore the reviewPHOCIS
Release with a record.
PHOCIS manages release when the agreed conditions are met. The contractor receives funds, and the project retains a release record.
Explore the releaseCLEAR RESPONSIBILITIES
Different roles.
A shared view.
Know who submits, who approves and who manages the release.
CAPITAL PARTNERS
Stay close to every draw.
Open the project, review the documentation and approve the draw request.
- A defined set of draw requirements
- Documents available for review
- Approval and release visibility
CONTRACTORS
See the path to payment.
Submit the requested documents, follow the draw and receive funds after release conditions are met.
- A clear submission checklist
- Visibility into the next step
- A record of completed releases
FROM DOCUMENTS TO RELEASE
See the whole picture.
Switch between the contractor and capital partner. Submit a sample draw, inspect the documents and follow every decision through the audit trail.
INTERACTIVE SAMPLE
Fictional data. Role changes and release outcomes are simulations; no real funds or records are changed.
Clearing workspace
Capital partner view · Review documents and approve the draw.
PROJECT
Sample Project A
EXPLORE THE DRAWChoose a stage to see its controls
CONTRACTOR & CAPITAL PARTNER
Documents make the draw reviewable.
The contractor submits the package. The capital partner reviews each document before approval.
IN THIS SAMPLEAwaiting submission
CURRENT DRAW
Draw 02
DRAW AMOUNT
$245,000DOCUMENTS REVIEWED
0 of 3RELEASE STATUS
Not releasedStart with the documents
Review each sample document before recording a demo approval.
Release history
Draw 01$180,000Recorded
Draw 02$245,000Recorded in demo
Draw documents
Inspect the sample documents in this draw package.
Illustrative excerpts only. These are not legal documents or real project records.
Activity & audit trail
Select a record to inspect the actor, action and sample control evidence.
PHOCIS design preview · Illustrative workflow · Changes stay in this session
CUSTODY & CONTROL
A neutral third party.
A defined release process.
Capital partners approve draw requests. PHOCIS controls the funds as neutral third party and manages the release process through PHOCIS's payment provider.
Read the important informationSELECT A ROLE TO INSPECT THE CONTROL
THE ECONOMICS
Built around balances.
PHOCIS charges the transacting parties nothing and earns on the float instead of on fees.
Discuss your programCOMMON QUESTIONS
A few things
worth knowing.
Who opens the project?
The capital partner opens the project and approves draw requests. Contractors participate by submitting the required documents and receiving funds when the release conditions are met.
Who controls and releases the funds?
PHOCIS controls the funds as a neutral third party. Capital partner approval is part of the workflow; PHOCIS manages the release process through its payment provider under the applicable terms.
Is PHOCIS a bank?
PHOCIS Tech© is a financial technology company, not a bank. Client funds are held in deposit accounts at federally insured depository institutions through PHOCIS's payment provider. See the important information below for coverage conditions.
Are clients paid interest on balances?
No. Clients are not paid interest on balances.
Can I move real funds in this preview?
No. The sample workspace is an interactive design demonstration. Its documents, approvals and release records are fictional and stay in your current session. This page does not open an account or submit an application.