Take the tour
A 60-second walkthrough of DrawRequest
You are the Loan Officer at Cornerstone Capital. A draw just arrived from Riverbend Townhomes — the GC is claiming 80% complete on framing. Walk through what you would do to review, route to inspection, and either release or send back.
Click any step to start the tour from there. A green banner stays at the top of every page so you always know what to look at and how to advance.
- 1Viewing asGeneral Contractor·/draws
GC view: open draws ready to submit, current SoV percent-complete claims, and pending lien-waiver gaps.
- 2Viewing asLoan Officer·/draws
Loan officer queue: pending draws sorted by amount + project. Each row shows packet completeness and any variance flags.
- 3Viewing asInspector·/inspections
Inspector pulls assigned draws; records percent-complete per SoV line; variances against GC claim auto-flag.
- 4Viewing asOwner / Developer·/approvals
Owner-side approval. Reviews packet, inspection findings, and any variances before signing off.
- 5Viewing asFinance Reviewer·/approvals
Finance reviewer marks the draw ready to release; retainage logic applies automatically.
- 6Viewing asAuditor·/audit
Every decision above emitted an audit event. The trail is read-only and exportable.
What you will learn
You just saw a multi-party construction draw: GC submission → inspection variance handling → owner approval → finance release → auditable history. Each step produced a row in the AIA G702/G703 packet and a record in the audit trail. That is the whole DrawRequest workflow — every other route hangs off this spine.
Tip: every state change in this app emits an audit event — open /audit to see the trail.