UrsaraConstruction draw management software for private lenders.
Import the construction budget, manage every draw against it, and bring site inspections into the review. Give your lending team a clear line from the approved scope to the next release.
Every line item accounted for.
| Budget item | Budget | Funded | Progress |
|---|---|---|---|
| Site preparation | $80,000 | $64,000 | 80% |
| Foundation | $140,000 | $98,000 | 70% |
| Framing | $180,000 | $72,000 | 40% |
| Mechanical & electrical | $120,000 | $24,000 | 20% |
| Interior finishes | $80,000 | $0 | 0% |
The spreadsheet is the starting point.
The budget becomes the working record.
Your borrower’s budget should not need to be retyped before your team can use it. Import a CSV or Excel file, review its line items, and keep approved amounts, committed draws and available budget beside the loan.
Import the approved budget
Bring in up to 500 line items from CSV or .xlsx. Budget Item and Budget Amount are the required columns; review the import before it becomes the construction budget.
Follow progress by line item
Review the current budget, commitments and available amounts. Planned start and end dates bring the schedule into the same conversation as the dollars.
Keep reallocations visible
Move budget between line items with a reason and retain the history. Review changes without losing the context of the original approved scope.
The inspection comes back to the draw.
Connect Construction Draw Solutions to order site inspections from a loan’s draw request. Completed field reports, progress information and photos return to the same review workflow.
Your team can compare the requested work with the field evidence and budget position before deciding what to approve. A completed inspection informs the decision; it does not release funds on its own.
Built for construction lendersDraw #4 · Inspection review
Illustrative review packet
- Borrower request and supporting documents
- Construction Draw Solutions inspection ordered
- Field report, progress and photos received
- Lender review and independent approval
One request.
A clear chain of responsibility.
Keep the borrower, construction reviewer and funding team working from the same request. Ursara retains the draw decision and funding history while the inspection provider supplies the field evidence.
Borrower submits
The request, amount and supporting files start the review.
Reviewer investigates
Check inspection evidence, budget availability and loan context.
Independent approval
Separate the person preparing the release from the approving reviewer.
Funding is recorded
Retain the decision, funding record and loan activity for the next draw.
A more useful construction review
When a request includes both framing and electrical work, review the relevant budget lines and inspection findings together. Identify the item that needs clarification before asking the borrower to resubmit an entire packet.
Physical progress.
Financial progress.
One review.
Track completion by budget item and review weighted project progress alongside the planned construction window. A project can be progressing on site while one budget line still needs a closer look.
See requested, approved and funded draws as distinct states. Keep committed amounts and uncommitted budget visible so the next request starts with the current position.
Construction planning is optional: your team can manage draw requests and inspections even when a detailed line-item budget has not been added.
What the next draw review brings together
- Current line-item allocation and available amount
- Planned start and end dates
- Completion percentage and inspection evidence
- Prior requests, approvals and funding history
Construction does not stop
at the inspection report.
Connect the field evidence to the people and loan records that carry the project forward.
Borrower portal intake
Collect the borrower’s draw amount and supporting files through the portal. Follow up on the specific request instead of creating a second record in an email thread.
Construction Draw Solutions
Order the site visit through the configured CDS connection and bring the completed report back for review. Inspection evidence remains separate from the lender’s approval.
Loan and reserve context
Review the draw queue alongside the loan’s reserve accounts and servicing activity. Keep the funding record available to the next reviewer and the accounting team.
Construction details, answered.
Explore the details with our team, using the way your business actually works.
Can we import the budgets we already use?
Yes. CSV and Excel (.xlsx) imports support up to 500 line items. Start with Budget Item and Budget Amount, then review the import and any schedule information before saving.
How does Construction Draw Solutions fit in?
CDS supplies site inspection services and returns field reports and progress evidence. Ursara keeps the loan budget, draw request, lender approvals and funding records. Connection and service setup are part of implementation.
Can an inspection automatically approve a draw?
No. The report becomes evidence for your team. Draw approvals and funding remain separate lender-controlled steps.