The Conforma playbook

From scope to final payout, see escrow in action

Our licensed team guides every step so Texas homeowners and contractors stay aligned, funded, and on schedule.

Set expectations up front

Scope, milestone language, and documentation requirements are confirmed before funds move.

Track proof of progress

Contractors submit evidence in-app, and homeowners approve or request updates with context.

Release or resolve quickly

Funds are wired within hours of approval, or paused while Conforma facilitates a solution.

Milestones at work

This interactive view walks through each stage of the Conforma escrow process, from initial deposit to the final punch list.

1
Create & Invite
2
Fund Securely
3
Submit Proof
4
Approve or Dispute
5
Get Paid

Create & Invite

Contractor creates the job and invites the homeowner.

A transparent timeline

Every Conforma project follows a regulated cadence. Hover over each milestone to see what evidence is required before funds move.

Milestone 1: Foundation

Lay the groundwork for the project.

Milestone 2: Framing

Build the structure of the house.

Milestone 3: Rough-in

Install plumbing, electrical, and HVAC.

Milestone 4: Drywall and Paint

Hang and finish drywall, and apply paint.

Milestone 5: Finishing

Apply the final touches.

What to expect from the Conforma team

We stay close to every project with friendly check-ins, compliance expertise, and fast answers when you need them.

Project kickoff call

A Conforma specialist reviews the contract with both parties, aligns on milestones, and confirms inspection requirements.

Evidence checklist

Each milestone has clear photo, document, or permit expectations so everyone knows what approval requires.

Escrow ledger

Releases and change orders are timestamped in a shared ledger that can be exported for insurance or lender records.

Dispute path

If there is a disagreement, Conforma coordinates documentation review and, when needed, brings in licensed mediators.

Ready to see Conforma in action? Register to set up your escrow workspace — our team will follow up once your milestones are in place.