Draw management
Builtly tracks every draw requirement: photos, waivers, inspection reports, budget variance. It surfaces what's incomplete before you submit. Draws go through clean. First time.
Why draws fail
A draw rejection doesn't happen because you forgot something obvious. It happens because the documentation you needed was scattered across three phones, two email chains, and a sub who didn't respond yet.
By the time you figure out what's missing, the lender is waiting, the sub is already on the next phase, and another draw cycle starts while the last one is still unresolved.
Photos exist but no one organized them
Field crew uploads to their phone. The super shares to group chat. No one indexed them by phase. Come draw time, you're hunting.
Waivers show up late, or not at all
The sub signed the waiver after the draw was due. Or never did. You sent an email reminder. No response. The draw waits.
The budget spreadsheet is always one update behind
The change order from two weeks ago didn't make it in yet. The draw amount is off. The lender notices. You restart.
How it works
Builtly collects draw documentation continuously throughout the phase, not in a sprint the night before you submit.
Phase opens
When you mark a phase active, Builtly applies the required documentation checklist: photos, inspections, waivers, budget milestones.
Documentation flows in
Field crew uploads photos from the app. Inspection reports are attached as they arrive. Budget updates post when change orders are approved.
Waivers requested and tracked
When a phase closes, send waiver requests to the subcontractors who worked that phase. Track who has responded and what is still outstanding.
Readiness check before submission
Before you hit submit, the Draw Readiness view shows exactly what's complete, what's outstanding, and what's blocking. No surprises at the lender.
Package goes to your lender
A clean, organized draw package: photos, waivers, budget variance, inspection reports. Ready for your lender's requirements.
Manual vs. Builtly
| Without Builtly | Aspect | With Builtly |
|---|---|---|
| 4 phones and a group text | Where photos live | Organized by phase, uploaded from the field |
| Email chains, reminders by hand | Lien waiver collection | Waiver requests sent and tracked |
| 1–3 hours pulling docs together | Draw package assembly | Organized from what's already in the project |
| Open the spreadsheet, hope it's current | Budget vs. actual | Updated when change orders are approved |
| Physical packet or scattered email | Bank submission | Documentation organized and ready for submission |
Specific outcomes
Lenders stop kicking draws back.
When every required item is present and organized, rejections don't happen. The readiness check catches what the lender would catch, before submission.
Waivers tracked without guessing.
Send waiver requests when a phase closes. Track who has responded and what is still outstanding before the draw goes out.
Draw prep time drops from hours to minutes.
Because documentation was collected throughout the phase, there's nothing to hunt for at draw time. The package assembles from what's already in the system.
Budget variance is always current.
Change orders flow directly into the draw package. The lender's budget-to-actual comparison reflects reality, not last week's spreadsheet.
Get started
We configure your draw checklist to match your lender's requirements. One project. One call. No commitment until it works.
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