Draw Request

Fill out the form below to request a draw from your rehab holdback. All required fields must be completed for the request to be submitted.

1Your loan

2Progress

Have you changed the scope of work or the budget since we approved it?

Changes need our written approval before you spend against them.

3Work and budget

List each line item from Exhibit A of your loan agreement. Enter its budget, the amount you are requesting now, and how much of that work is done.

Line itemBudgetThis draw% done
Line item
Budget
This draw
% done
Line item
Budget
This draw
% done
Adds up from the lines above.

4Payment

Contractor or supplier, as it should appear on payment.
For your protection, DO NOT upload bank or wire details on this form. We will confirm payment details by phone before we release funds.

5Documents

Attach everything for the work in this draw.

Show each area you are asking to be paid for.
From each contractor and supplier covered by this draw.
Optional. A shared folder works if your files are too large to upload.

6Inspection

We inspect within 2 business days of a complete request.

Lockbox code, key location, or who will meet us on site.
Name and phone.

7Confirm and sign

Tell us what changed

Describe the changes to the scope of work or budget, and why. We will review them before approving this draw.

Funds are released only for work our inspection confirms and subject to your loan agreement.