Our process is straight forward and is designed to isolate payments and funds for better tracking, control and visibility in a building contract. The first part is the setup…..

  • We set up your budgeting to allow for detailed tracking on a weekly basis

  • We codify the draw schedule you have with your client and help you plan any working capital needs

  • We set up the bank trust account and the specific cards for this account for ease of tracking

  • We will follow a specific path of invoice presentment, approval and payments

Then the actual operation and building phase…….

  • Upload invoices for payment

  • Code, Approve, Pay electronically or via check

  • All data gets imported and coded to the project

  • Draw requests are submitted with required documentation

  • Client pays the draw request

  • The builder fee gets paid