As a lender, you can manage a default disbursement method on an active project. You will be able to select between any disbursement method that has been created and associated with either the Builder or Borrower company (organization), or creat a new disbursement method. Learn more about creating disbursement methods here.
Note:
The ability to create and manage disbursement methods is not available to all lender user roles. If you do not see the option to add a disbursement method within the disbursement details, refer internally to a user with this access level. Learn more about lender user roles here.
To update the default disbursement method on an active project: perform the following steps:
Go to the Budget tab.
In the right navigation menu, scroll down to Disbursement Details and click to expand the section.
Choose a default disbursement method from the Default Disbursement drop-down.
Click Edit to edit the default disbursement method
click Add Disbursement Method to add a new default disbursement method.
Note:
Learn more about managing disbursement methods within a draw here.