Bank Ready

Generate loan packets, draw requests, and bank-required documentation.

• Preparing Your Lender Packet — How to prepare, review and deliver your construction loan application packet on the Bank Ready page — readiness checks, capability profile, narrative, supporting documents and what the PDF actually contains.
• What is Bank Ready? — Overview of the Bank Ready feature: two modes for initial loan approval and draw requests.
• Mode A: Initial Loan Approval Packet — What documents are included, how to populate required fields, and generating the packet.
• Mode B: Draw Request Packet — How to create a draw request, what documents are auto-included, and the submission checklist.
• Understanding Your Loan Readiness Score — How the 100-point score works, the 6 scoring categories, and how to improve your score.
• AIA G702/G703 Forms Explained — What these standard forms are, how OwnerDraw auto-fills them, and why banks require them.
• What Banks Want to See — Practical guide to common bank requirements, preparation for bank meetings, and documentation checklist.
• Schedule of Values and Budget Mapping — How your detailed budget rolls up into the grouped lines your lender reads: reviewing SOV lines, mapping budget items, auto-mapping, locks, approval and versions.