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AI agent for construction project managers

Construction Draw Request Review Agent

A complete draw package that the lender accepts on the first review

Quality controlReal estate and constructionManagementOperations
See how it worksGet access
Construction Draw Request Review Agent: what goes in, what the agent does and what you get

What it does

A lender draw request can sit for weeks because one lien waiver is missing or an invoice does not match the schedule of values. This agent reviews the request before it is sent. It compares each line with the schedule of values, the invoices, the lien waivers from each contractor and the inspector's percent complete. It flags lines where billed percent is higher than inspected progress, invoices that do not match amounts, waivers that are missing or do not cover the right period, and retainage errors. It writes a request to each contractor for what is missing and rechecks the package when documents come back. The developer approves submission to the lender. Edge case: a subcontractor waiver covers the wrong draw period, so the line is held back.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Draw request received 2 USES A TOOL Load the draw request, schedule of values and lenderrequirements 3 DOES Compare each line with invoices and the inspector'spercent complete 4 USES A TOOL Match lien waivers to each contractor, period andamount 5 CHECKS THE RESULT Does every line have invoices, waivers andinspection support? If not: request the missing item from the contractor andmark the line as held. Back to step 3. 6 DOES Recalculate retainage and totals 7 CHECKS THE RESULT Do totals tie to the schedule of values and the loanbalance? If not: correct the line or ask the contractor for arevised request. Back to step 3. 8 DOES Build the draw package and a list of held lines 9 YOU APPROVE Developer approves submission to the lender 10 RESULT Draw package submitted with held items noted
Read the steps as a list
  1. Draw request received
  2. Load the draw request, schedule of values and lender requirements
  3. Compare each line with invoices and the inspector's percent complete
  4. Match lien waivers to each contractor, period and amount
  5. Does every line have invoices, waivers and inspection support?If not: request the missing item from the contractor and mark the line as held. Back to step 3.
  6. Recalculate retainage and totals
  7. Do totals tie to the schedule of values and the loan balance?If not: correct the line or ask the contractor for a revised request. Back to step 3.
  8. Build the draw package and a list of held lines
  9. Developer approves submission to the lenderThe agent waits here for your OK.
  10. Draw package submitted with held items noted

How it decides

A line is ready only when billing, support and inspection agree within tolerance and a matching waiver is on file. Anything else is held or requested.

  • Hold a line when billed progress is more than 5 percent above inspected progress
  • Hold a line without a waiver covering the right period
  • Recalculate retainage on each line, not only the total
  • Submit only when the package meets the lender checklist

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Tolerance between billed and inspected progress (default 5%)
  • Lender checklist items
  • Contractor reminder wording
  • Days before the lender deadline to start review

What keeps you in control

It always asks you first

  • Developer approves submission to the lender
  • Developer approves paying held lines after fixes

Hard limits

  • Never submit to the lender without approval
  • Do not alter contractor amounts, only flag them
  • Keep a record of every change

It stops when

  • Done: package submitted and accepted
  • Stop: a dispute over scope needs the developer to decide

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensDraw 7 requests $412,000. The agent finds electrical billed at 80% but inspected at 65%, and one framing waiver covering draw 5 instead of 7. It holds both lines, drops $38,600, and asks for corrected papers. Both arrive in two days, totals tie, and the developer approves submission of $401,200.

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