The Draw Request Process: A Guide for Custom Home Builders

Draw requests are how custom home builders get paid during construction. But the process — creating the request, getting homeowner approval, submitting to the lender, and tracking disbursements — is often the most frustrating part of the job.

Common Pain Points

- Manually creating draw schedules in Excel

- Chasing homeowners for signatures via email

- Lenders requiring specific formats you don't have

- Losing track of what's been drawn vs. what's remaining

- No visibility for the homeowner on where their money is going

Streamlining the Process

1. Create your draw schedule upfront based on budget categories

2. As work completes, generate draw requests with line items

3. Send to the homeowner for e-signature approval

4. Export a polished PDF for the lender

5. Track drawn vs. remaining in real-time

The Foundation Approach

Foundation lets you create draw requests directly from your budget categories. The homeowner gets an email with a link to review and e-sign. You get a lender-ready PDF. And both of you can see the running total of what's been drawn at any time. The entire process takes minutes, not days.