Start with permission.
The homeowner and lending team agree what project information is needed and who may see it.
CONSTRUCTION LENDING / A SHARED PERSPECTIVE
Draw reviews need more than another document. Bring budget changes, progress evidence, and missing items into the same conversation.
Explore draw readinessExample shared view
Visibility by permission.
Lending decisions stay with the lender.
01 / PERMISSIONED SHARING
The homeowner and lending team agree what project information is needed and who may see it.
Bring milestones, changes, and supporting documents together. Separate received records from questions still open.
Use the context to guide review. Credit, inspection, and disbursement responsibilities remain with the relevant professionals.
02 / LENDER QUESTIONS
No. Document presence is different from content review, inspection, or approval. The lender retains its decisions and requirements.
No. Progress evidence provides context for the review; it does not certify work, replace an inspection, or prove that a draw condition is satisfied.
The intended sharing model begins with homeowner permission and a defined scope. This capability needs to be agreed and validated in a pilot before real project information is shared.
One workflow and one measurable question—for example, making missing draw documents visible before review. Scope, access, and evaluation criteria are agreed with the participating team.
START WITH ONE DRAW WORKFLOW