Overview
This section guides Sponsored Borrowers through the process of creating a new draw within the platform. Creating a draw is the first step in initiating a funds request, and it sets the foundation for attaching necessary documentation and complying with draw requirements.
Steps
Step 1: At the top-left of the page, click Portfolio.
Step 2: On the Portfolio page, in the Deals tab, click View or Deal Name for the deal for which you want to create a draw.
Step 3: On the left-hand navigation menu, click Draw Management.
Step 4: On the Draw Management page, click + Create Draw.
Step 5: In the New Draw dialog box, enter the required details:
Name
Select first or final draw (if applicable)
Step 6: Click + Create Draw to finalize.
A confirmation message will appear stating the Draw was created successfully.
Note: After the Draw is created, you must fulfill the draw requirements. For more information, see: