Users have the option to submit draw requests based on the AIA G702 Payment Application and AIA G703 Continuation Sheet. When you have received the continuation sheet from the subcontractor, you can begin the payment application process in OneSite.
- Navigate to the Draws subtab of the loan and select Draw Request from the + New dropdown button.
- Next, select the Draw Type (First Draw, Progress Draw, Final Draw, or Miscellaneous Draw.)
- If your request involves a change order, you must submit the change order prior to the draw request. Click + Create Change Order to submit a new change order.
- If your request involves a change order, you must submit the change order prior to the draw request. Click + Create Change Order to submit a new change order.
- Select the draw workflow Submit AIA G702 & G703 and click Next. This workflow option allows you to upload AIA forms G702, G703, and additional supporting documents.
- Note: Experiences are controlled by the lender and not all user's experiences will be the same. Some workflows may be disabled for your account.
- Note: Experiences are controlled by the lender and not all user's experiences will be the same. Some workflows may be disabled for your account.
- Select the payee from the Payee drop-down menu.
- If the payee is not listed, select Create New Payee.
- If multiple payees are necessary, you will have the option to add additional payees in a later step.
- Enter the required information from your AIA G702 payment application, upload the relevant documents, and click Save.
- Add any additional supporting details or documents.
- Set your inspection preferences, including inspection options and scheduling.
- Note: Inspection options are controlled by the lender and not all user's experiences will be the same. Some inspection options may not be available for your account.
- If an inspection is NOT required, select No Inspection Necessary (if available in your inspection options.)
- If an inspection IS required, follow the steps below:
- Inspection Required:
- When an inspection is required, choose the appropriate inspection type based on the options provided.
- Select a scheduling option that works best for the inspection.
- Appointment Not Required (Soonest Available). This option does not require scheduling.
- If an appointment is NOT required, select the days and times when the property is available for inspection, along with the best point of contact for the inspection.
- If an appointment is NOT required, select the days and times when the property is available for inspection, along with the best point of contact for the inspection.
- Appointment Required. This option requires scheduling with the designated point of contact. The inspector will reach out to schedule a specific day and time to visit the property.
- If an appointment is required, select the best point of contact for the inspection, and add any additional special instructions.
- If an appointment is required, select the best point of contact for the inspection, and add any additional special instructions.
- Appointment Not Required (Soonest Available). This option does not require scheduling.
- Inspection Required:
- Note: Inspection options are controlled by the lender and not all user's experiences will be the same. Some inspection options may not be available for your account.
- When all inspection options have been completed, click Next to proceed.
- If you are ready to submit your draw request, choose Submit Draw Request.
- Sign the draw request electronically (if enabled by your lender.)
- Once your draw request is submitted, you can rate and review your experience, then click Done.