Exporting Your Selection Summary
How to generate a selection summary for bank draw packets or to share with your partner.
Why Export?
You may need to share your selection summary with:
- Your **lender** — As part of a draw packet showing where allowance money is going
- Your **spouse/partner** — To review and agree on selections together
- Your **subcontractors** — So they know exactly what products to order and install
What's Included
The selection summary export includes:
- All allowances with their budgeted amounts
- Chosen selections with product details and prices
- Variance for each allowance
- Total budget impact
> TIP: Export and review your selection summary before finalizing any draw request that includes allowance-related expenses. This documentation supports your draw amounts.