PHOCIS Tech© — Do You Qualify? Contractor Intake

Contractor Intake

Do you qualify?

Two minutes. We'll confirm your contracting operation is a fit for a PHOCIS clearing account, and a team member follows up shortly.

Licensed contractors & builders T-Bill yield on retainage & reserves 50-state compliance

Secure & confidential. PHOCIS Tech© is a financial technology company, not a bank.

Step 1 of 4

About you

So we know who to follow up with.

Full name *

Please enter your name.

Company / lending entity *

Please enter your company.

Work email *

Enter a valid email.

Phone number *

Please enter a phone number.

Step 2 of 4

Your contracting operation

This tells us how we can help — and whether you qualify.

What type of contractor are you? *

Please choose your trade.

How many states do you operate in? *

Please choose a range.

What do you build?

Residential Multifamily Commercial Industrial Civil / Infrastructure Renovation / Tenant Improvement

Annual contract revenue *

Which states do you operate in? *

Contractor license number + state

Step 3 of 4

Volume & receivables

Retainage, draws, and reserves sitting idle are exactly what we put to work.

Average project cost *

How do you receive draws today? *

Projects started per year

Projects completed per year

Average amount under contract at any time

How much are you owed at any given time? *

Current escrow / funds-control provider

Your role / title *

Are you the decision-maker for banking?

How soon are you looking to open an account?

Step 4 of 4

Confirm & submit

One last thing, then you're done.

Text updates (optional). I consent to receive text message updates from PHOCIS Tech about my application. Message & data rates may apply; reply STOP to opt out.

By submitting, you agree a PHOCIS Tech representative may contact you about opening a clearing account. We don't sell your information. Banking services are provided through a partnership with Wells Fargo Bank N.A., a federally insured financial institution.

You're in good hands.

Thanks — your application is in. A PHOCIS Tech team member will review it and reach out shortly to walk you through opening your account.

48-hour onboarding Held in segregated custody Zero fees, ever

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