Submitting a draw request by detail enables you to specify the dollar amount per line item you want to have disbursed. To submit a detailed draw submission, follow the steps below:
- Create a draw request
- Select create draw by detail
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Select the payee to receive the disbursement
- If the payee is not available, select create new payee and input payee information
- Enter a dollar amount or a percentage per line item for your selected payee
- You may select a percentage of the scheduled value* by clicking the drop-down
- To review additional information for each line item click the +
- Provide supporting documentation for the line item within this expanded view by clicking the paperclip
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Comments can be provided for each line item within the expanded view
- Click Next
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NOTE: If enabled by the lender, OneSite users may be able to submit draw requests with a value greater than the balance to finish recorded in the budget
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NOTE: If enabled by the lender, OneSite users may be able to submit draw requests with a value greater than the balance to finish recorded in the budget
- Additional payees may be referenced for this request by selecting yes in the pop-up
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You may provide supporting documentation by clicking +document (i.e. invoices, receipts, etc.)
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You may provide clarifying notes within the comment section, if applicable
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Select the point of contact, availability if known, and any special instructions for the draw inspection
- If contact is not available select contact not listed, and input contact information
- If the inspector does not need to reach out to schedule the draw inspection, then select no scheduling necessary
- Submit your draw request to notify the loan administrator for review
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.
*Revised Scheduled Value: Scheduled value plus changes orders. Additional budget information can be reviewed here
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.