When submitting a draw based on document upload, you are asking that the disbursement should be determined based on 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
- Provide supporting documentation by clicking +Document (i.e., invoices, receipts, etc.)
- You may provide clarifying notes within the Comment section
- Select the point of contact, availability if known, and any special instructions for the draw inspection
- Select contact not listed and input contact information if contact is not available
- If an inspector does not need to reach out to schedule the draw inspection, then select no scheduling necessary
- Submit draw request to notify the loan administrator for review.
Note: The lender controls experiences, and not all user's experiences will be the same. If you do not have access to the project/loan sections, contact the lender directly.
The auto-save feature is not currently enabled. Make sure to select the X if you wish to save the request to return to edit later.
Draw documentation and files provided during submission will save to the document center.