When submitting a draw based on document upload, you are requesting that the disbursement from the lender be determined by the documents provided.
To submit a draw based on supporting documentation, follow the steps below:
- Create a Draw Request
- Select Create Draw Based on Document Upload
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Provide supporting documentation by clicking + Document (e.g., invoices, receipts, etc.).
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You may provide clarifying notes within the Comment section.
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Select the Point of Contact, Availability if known, and any Special Instructions for the draw inspection.
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If the contact is not listed, select Contact Not Listed and input the contact information
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Submit the draw request to notify the loan administrator who will review your submission.
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Draw submissions will display the current status of Approved, Pending, or Unsubmitted.
Note: Workflow experiences are controlled by the lender and not all user's experiences will be the same. If you do not have access to workflows or sections of the project/loan, contact the lender directly.