DrawGenie

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Manage & Service Your Construction Loan Portfolio

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DrawGenie is designed for all construction lenders, large and small, who demand a better process to manage and service their construction loan portfolio.  With DrawGenie you will obtain the highest level of control on each progress draw and will reduce staff’s workload and improve customer service.

Admin Login Features

Contractor setup with login
Inspector setup with login
Project setup
Project assignment to Processor
Edit project setup data
Global Management reports

  • Draw History report
  • Project Disbursement Summary report
  • Contractor List report
  • Contractor Insurance report
  • Project Insurance report
  •  Inspection report

1099MISC reporting

  • Vendor payment consolidation
  • TIN Matching
  • E-File

Processor Login Features

Complete assigned project setup
Draw submit (for contractor)
Final draw edit and approval
Edit project setup
Assigned Project Management reports

  • Draw History report
  • Project Disbursement Summary report
  • Contractor List report
  • Contractor Insurance report
  • Project Insurance report
  • Inspection report

Standard Application For Payment form print
Architect Application For Payment form print
Owner Release Payment form print
Contractor’s Draw Request form print
Inspector report upload (.pdf format)
E-mail notification for draw request from Contractor
E-mail notification for inspection report update
Change order request and approval form print
Signed documents electronic filing
Export file for check printing (SecureCheck 8™)

Contractor Login Features

Unlimited users
Access to all Contractor’s projects
Draw submit with subcontractor payout detail
Standard Application For Payment form print
Architect Application For Payment form print
Owner Release Payment form print
E-mail notification for draw approval by Processor
Change Order Request submit
Change Order form print
Vendor Lien Waiver form print

Inspector Login Features

Unlimited users
Access only to assigned projects
E-mail notification for draw request from Contractor
Draw request form print
Inspector report upload (.pdf format)
Inspection images upload (.jpeg format)

Project Setup Features

Unlimited projects
Unique Contractor database
Assignment which Processor receives project
Assign which Inspector receives project
Enter project Owner information
Enter project insurance information
Select which Application for Payment form to use
Assign report filtering
Enter trade line item budget