A useful starting point
The next draw starts with a clear request.
A straightforward template for the request, the budget lines, and the supporting information. Download it, adapt it, and put it to work.
Keep the request
easy to review.
The CSV opens in Excel, Google Sheets, or your preferred spreadsheet. The printable checklist helps organize the evidence and decision. Neither includes macros, external connections, or hidden sample borrower information.
- Loan, borrower, property, and draw identification
- Approved budget by category
- Previously disbursed and currently requested amounts
- Supporting-document references
- Approval and disbursement recorded separately
Make it your own
Start with the approved, versioned project budget. Add one row per category and enter prior disbursements before the current request. The template deliberately uses blank input fields instead of assumed loan data or financial formulas.
Apply your own inspection, lien documentation, retainage, and release requirements. This is an organizational template, not an approved legal instrument or a substitute for the loan documents and qualified review.
For the full workflow, read the construction draw process guide.
THE WHOLE BUSINESS. ONE PLATFORM.
Spend your time lending.
Let the details connect.
Bring one real loan. We’ll walk it through AIRE with you.