Submit a draw request to notify the lender a disbursement should be issued on your project.
Follow the instructions below to start the draw submission process via the OneSite desktop app.
How to Create a Draw Request
- Navigate the $ Draws subtab of the loan and click + Request Draw
- If you have started a draw request but did not submit it to your lender, you will be provided with an option to Open Existing Request
- If you select Start a New Request, you'll need to select a Draw Type (Progress Draw, Final Draw, or Miscellaneous Draw)
- Take note of any instructions the lender may have provided; the lender may have set up automations based on the type of draw submission.
- If your request involves a change order, you must submit the change order prior to the draw request. A link to create a change order will appear in the pop-up
- Select how you want to submit your draw request and follow the instructions within the applicable article below:
Note: Experiences are controlled by the lender and not all user's experiences will be the same. If you do not have access to sections of the project/loan, contact the lender directly.