Lenders
Photo-documented progress before each draw.
Require the file before you mark a draw ready. Construction managers upload from the phone. You see cadence, missing checklist photos, and a readiness status. Moving money stays in your system.
- A draw stays awaiting documentation until a field update exists.
- Lender seats can mark a draw ready, held, or recorded. That status is a record, not a disbursement.
- The same project file is what the owner, the GC, and the consultant are looking at.
- Lender seats with draw-status control come with Portfolio Plus: $1,190 a month for up to 30 active projects. Larger books move to Enterprise.
Verity documents work and does not certify code compliance. The authority having jurisdiction decides.