Construction loan drawdown requests
Your monthly drawdown pack in an hour, not two days. Claims and invoices are matched to the budget, gaps are flagged, and the request is ready for you to sign.
Hours back
10 hrs a month
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Claim and invoices collected
The builder's progress claim, supplier invoices and consultant bills are pulled from email into one folder for the month.
- 02
Matched to budget lines
Each amount is matched to its line in your project budget, with the running total spent and what's left to draw.
- 03
Gaps and overruns flagged
A missing invoice, a line running over budget or a claim ahead of the QS report is listed with the numbers side by side.
- 04
Lender pack drafted
The request is filled in on your lender's template, with the backing documents attached in the order they ask for.
- 05
Sent for your signature
Once you've checked it, the request goes out for signature and then on to the lender.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
You check every number and sign every request. Overruns are explained by you or your QS, never by the system.
What it's worth
What those hours add up to.
10 hrs a month
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Every month the builder's claim lands, and you or your bookkeeper spend two days matching it to invoices, the budget and the QS report, then filling in the lender's spreadsheet by hand. One missing invoice sends it back, and the builder waits for their money.
What we build
- Claim and invoices collected
- Matched to budget lines
- Gaps and overruns flagged
- Lender pack drafted
- Sent for your signature
A month in
The drawdown goes in days earlier, fewer packs bounce back from the lender, and the builder gets paid on time, which keeps them keen on your job.
FAQ
Will drawdown automation work with our lender's template?
Yes. We build the drawdown pack to the template your lender already uses, and if you've got two lenders, each gets their own.
Can our QS check the drawdown request before it goes?
Yes. Your quantity surveyor can get the matched pack first, so their report and your drawdown request say the same thing.
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Bring this one to a free live build.
Thirty minutes on construction loan drawdown requests. We build its elf with you, live, and you keep it.