Construction Lender Success Story

Does This Sound Familiar?

You manage a $100M construction loan fund as a private lender. Your days are spent verifying site conditions—either sending inspectors out to properties, having borrowers send photos, or driving out yourself to check progress. You're also managing fund control: reviewing draw requests, matching invoices and lien waivers to budget line items, and ensuring everything adds up before releasing funds.

It's exhausting. You're juggling emails with draw documents, trying to remember which invoice goes with which line item, coordinating inspector schedules, and fielding calls from borrowers asking about draw status. The spreadsheets are getting out of hand, and you're spending more time on paperwork than actually managing risk.

Project Centerline transforms this entire workflow.

The Project Centerline Way

Flexible Inspection Options

1

Borrower Self-Service Check Ins

Borrowers can perform their own Check Ins directly through the app. They upload photos, update progress, and document completed work. You get real-time visibility without sending an inspector or driving out yourself.

2

Physical Inspectors Through Partnerships

Need boots on the ground? Send out physical inspectors through our partnerships. They use the same platform, upload photos with GPS verification, and their reports feed directly into your system—no separate reports to reconcile.

3

Digital or Video Inspections

Use our digital inspection tools or conduct live video inspections. Walk through properties remotely, document conditions in real-time, and capture everything you need without leaving your office.

AI-Powered Fund Control

1

Approved Budget Imported & Live

Your approved construction budget gets imported into the software. Every line item is there—site work, framing, electrical, plumbing, the whole budget. Borrowers can see exactly how much they've spent and how much remains in each line item, 24/7/365.

2

Borrower Self-Service Draw Requests

When borrowers need money, they log into the software and request funds from specific line items. They upload invoices, and we automatically generate lien waivers for them. No more emailing PDFs or calling to ask "how much do I have left?" They know exactly where they stand, anytime.

3

Automatic Document Matching

Our AI automatically matches uploaded invoices to budget line items. Once all the draw information is complete, we automatically generate the lien waivers. The borrower signs them right in the software— no printing, scanning, or emailing PDFs back and forth. Everything stays digital and organized.

4

Smart Workflow Routing

Once the borrower submits their draw request, it follows your custom workflow. Using smart filters, it can route to one or more people at the same time based on loan amount, project type, or any criteria you set. No bottlenecks, no delays.

5

External Approver Integration

Need title company approval? Add external approvers like title companies or construction consultants. They receive an email, can respond directly to that email with their approval or documents, and the response automatically feeds back into the draw process for you to review. No phone calls, no separate portals.

6

Instant Draw Review Dashboard

When a draw lands on your desk, everything is already organized. See which line items are being drawn, the supporting documentation, inspection photos, and completion percentages—all in one place. Approve or request clarification with a click.

7

ACH & Same-Day ACH Payments

Once you approve the draw, send payments directly to borrowers via ACH or same-day ACH right from the platform. No more cutting checks, coordinating wire transfers, or waiting for funds to clear. Approve, pay, done—all in one system.

8

Real-Time Portfolio Visibility

See your entire fund at a glance. Which projects are on schedule, which are falling behind, where your capital is deployed, and what draws are pending. No more piecing together information from spreadsheets.

How Her Day Changed

8:00 AM - Morning Review

You open Project Centerline on your computer and see the completed inspections. The dashboard provides a clear view of your complete portfolio status: which projects are progressing on schedule, which have stalled, and which need immediate attention based on inspection data and documented progress.

"My morning prep time went from an hour to about 15 minutes. The platform organizes everything I need to review in one place."

10:30 AM - Real-Time Project Visibility

Instead of driving to job sites, the borrower uses the mobile app to do digital Check Ins. They photograph completed work, the system automatically tags it to the right budget line, and Linda can review everything in real-time from her desk. For this non-draw construction loan, she gets verifiable and documented evidence that the project is progressing without sending out an inspector. When she does visit a site, she has the entire project history on her phone—every photo, every budget change, every conversation.

"A borrower called asking about their project. I pulled up their project on my phone while talking to them and could see exactly what they photographed that morning. We had complete visibility without needing an inspection."

2:00 PM - Automated Draw Workflows

Two draw requests come in simultaneously. Using automated routing, Linda reviews the backup documentation for both. She approves the Martinez project draw—because the project budget and draw amount exceed the set threshold, the system automatically routes it to a physical inspector who contacts the borrower to schedule an on-site inspection. For the Chen project, she approves and the system routes it to a video inspection—automatically scheduled for one hour from now with calendar invites sent to all parties. The entire workflow happens seamlessly without manual coordination.

"Our automated workflows transformed draw processing. I review and approve, then the system handles all the routing and scheduling. What used to take 45 minutes of coordination now takes 5 minutes of review time."

4:00 PM - Same-Day Funding

Linda reviews all approved draws ready for funding. The Chen video inspection from earlier is complete and verified. Two other projects approved yesterday—the Wilson renovation and the Thompson addition—completed their inspections this morning. With complete documentation and a full audit trail in one system, she clicks one button to process same-day ACH payments to all three borrowers. The Martinez project will fund tomorrow after the physical inspection.

"Speed to funding changed everything. Borrowers who requested draws yesterday have funds in their account tonight. The complete workflow—from request to inspection to payment—happens in one software with a complete audit trail."

4:30 PM - Portfolio Reporting

Her boss needs the monthly construction progress report for tomorrow's board meeting. Linda clicks once to generate it—complete with photos from every inspection, completion percentages for all active projects, and funds disbursed versus remaining. She also generates the investor report with one click. What used to require spreadsheets, emails, and two days of work now takes two minutes. If she needs something specific, she can customize any report with different date ranges or project selections.

"The board report used to take me two days to compile. Now I spend that time actually visiting projects and building relationships with borrowers."

How Project Centerline Works for Construction Lenders

Everything Linda uses to manage her portfolio, built specifically for construction lending workflows.

AI-Powered Budget Import

Upload any spreadsheet format. AI categorizes line items, sets up inspection templates, and creates your draw schedule automatically.

Physical Inspections

Partner inspectors conduct on-site visits for high-value draws. Mobile app with offline support. Photos automatically tagged to budget lines with real-time syncing.

Video Inspections

Recorded video calls between our inspector and the borrower or their representative on-site. Real-time verification with immediate documentation and budget line tagging.

Digital Inspections

Borrowers submit draw documentation directly from their phone. Photos tagged to budget lines automatically. Fastest turnaround time for draws requiring verified documentation.

Check Ins

Real-time project visibility outside of draws. Borrowers and contractors document progress with location-verified photos. Track activity between formal inspections.

Automated Draw Processing

Calculate completion percentages automatically. Automated routing to the right inspection type. Generate draw packages with supporting documentation in minutes.

Same-Day ACH Payments

Process same-day ACH payments to borrowers with one click. Complete audit trail from request to inspection to funding—all in one system.

Portfolio Analytics

Real-time dashboards for portfolio performance. Risk flags for projects running behind. Board-ready reports in seconds.

Compliance & Audit Trail

Complete documentation for every decision. Timestamped photos and notes. Ready for internal audits or regulatory reviews.

Timeline View

See the complete project story. Every inspection, every draw, every conversation. Perfect for due diligence or dispute resolution.

Ready to Transform Your Construction Lending?

Join hundreds of lenders who've automated their draw processing and gotten their mornings back.