Inspection Data Integration in the Draw Experience

Purpose

Inspection Data Integration brings third-party inspection findings directly into the draw budget, so reviewers can validate a funding request against observed construction progress without leaving the draw.

Reviewing a draw has historically meant comparing information across several surfaces — the budget, pay applications, historical draw data, and a separate inspection report — and manually reconciling construction progress against the amount being requested. That reconciliation adds review time and creates room for error. The standard budget view is also built for budget management (draw and adjustment values) rather than for inspection-based validation.

This release addresses both problems. Budget fields that represent construction progress now surface inspection data where the inspection is the most accurate source of truth, and a new Built-standard saved view lays those fields out in a format built specifically for inspection review.

Key Features

1. Inspection-powered budget fields: Budget columns that represent construction progress or inspection findings are populated from the associated inspection rather than from values calculated off existing system data. Two new columns — Risk Flag and Inspector Comment — are also sourced from the inspection.

2. Inspection Review standard saved view: A Built-standard saved view on the draw budget, available to every user without configuring columns manually, laying out budget, request, and inspection values side by side.

3. Inspection line item capture: The inspector — or a lender completing an order on behalf of one — records % Complete, Remaining to Complete, Stored Materials, Recommendation to Fund, a Risk Flag, and a comment against each construction line item.

4. Progress and funding variance signals: Progress Since Last Inspection and Funding Variance columns highlight how much work has been completed since the prior draw cycle and where funding is running ahead of or behind verified progress.

5. Construction timeline comparison: Loan Current Maturity Date, Deal Project End Date, and the inspector’s Estimated Construction Completion Date appear together, with a divergence warning when the inspector’s date runs past either comparison date.

Target Users

• Draw reviewers — the primary audience. Reviewers validate funding requests against observed construction progress inside the draw.

• Inspectors — enter per-line-item observations on the inspection order form so their findings reach the lender.

• Organization administrators — configure the inspection order form that collects line item values.

How It Works

1. Configure the Inspection Order Form

Line item capture is driven by the order form the inspector fills out, so the form needs an inspection line items element before inspectors can record per-item values.

1. Go to Organization Settings > Customization > Order Forms.

2. Create a new order form with + New Order Form, or edit an existing Inspection-type form.

   

3. On the Custom Form Builder step, drag the Inspection Line Items element (Table Input, Integrated Data) onto the form.

4. Complete Review & Create to publish the form.

   

Note:

Editing a published order form only impacts new order requests — inspections already in progress continue to use the version of the form they were created with.

2. Recording Values per Line Item

The inspector — or a lender completing the order on behalf of one — opens the assigned order from their Orders list and works on the Inspection Report tab. Under Line Item & Payment Recommendation, the Inspection Line Items table lists the budget line items; View & edit inspection items opens the full grid.

In the grid, budget context (Original Amount, Current Adjustment, Revised Amount, Current Draw Request) is read-only, and whoever is completing the order fills in their observations for each line item. Value fields can be entered as either a percentage or a dollar amount using the % / $ control at the top right of the grid:

Total Completed is calculated from the inspection rather than entered directly. Done saves the grid; Submit Order submits it for review.

3. Inspection Values Flow into the Draw Budget

Once the inspection is submitted, the associated draw picks up the inspection values. The following budget fields are inspection-powered:

The default draw workflow does not change. Reviewers open the draw and go to Sources & Uses as they always have; the difference is that key progress and validation fields are now inspection-aware.

Note:

The yellow Inspection Variance badge in the Sources & Uses validation bar is existing behavior and is unchanged by this release. It appears when the Current Draw Request does not match the Recommendation To Fund. It is not the same thing as the new Funding Variance column described below.

4. Switch to the Inspection Review Saved View

Inspection Review is a Built-standard saved view, so it is available on the draw budget without any column configuration. Select the saved views control next to History (labeled Default when no other view is applied) and choose Inspection Review under Standard Views.

The view contains the following columns:

Progress Since Last Inspection shows the change in completion percentage since the prior inspection, which is what tells a reviewer whether the amount being requested is consistent with the work that has actually happened since the last cycle.

Funding Variance subtracts Inspector Total Completed from Funded To Date, so the sign tells the reviewer which side is ahead:

• Positive — more has been funded than the inspector reports complete.

• Negative — inspector-reported completion exceeds funding to date.

• Zero — funding and reported completion are aligned.

Note:

Stored Materials and Inspector Stored Materials are two different columns. Stored Materials is draw-owned data and remains part of draw math. Inspector Stored Materials comes from the fulfilled inspection form and is display-only comparison context — it never updates the draw-owned value.

5. Compare Construction Timeline Dates

Draw Inspection also surfaces three completion dates side by side, so a reviewer can see whether the inspector’s view of the construction timeline still fits the loan and project deadlines:

When the inspector’s Estimated Construction Completion Date falls later than either available comparison date, a divergence warning appears — the signal that construction is tracking past the loan or project deadline and needs attention.

Benefits

• Reviewers can validate a draw without opening an external inspection report.

• Key inspection findings — completion, cost to complete, stored materials, risk flags, and inspector commentary — are surfaced directly in the draw budget.

• Progress and funding figures are grounded in verified field observations rather than system math.

• Users can move between budget management and inspection validation workflows by switching saved views, with no manual column setup.

• Line items where funding is outpacing verified construction progress are easy to spot.

• Construction running past the loan maturity or project end date is flagged during draw review rather than discovered later.

• Review time and missed issues are reduced.

Best Practices

• Add the Inspection Line Items element before ordering inspections. Inspection-powered budget fields depend on line item values, and editing a published order form only affects new order requests.

• Ask inspectors to complete every inspectable line item. Line items left at zero show as “--” in the draw, which is indistinguishable from no observed progress.

• Use Inspection Review for validation, Default for budget management. The Default view remains the right place for draw and adjustment work; Inspection Review is purpose-built for checking a request against observed progress.

• Start with Risk Flag and Funding Variance. Together they point to the line items most worth a closer look before approving.

• Read Progress Since Last Inspection alongside the current request. A request that outpaces the completion delta since the last inspection is worth questioning.

Not Included in This Release

• Draw Ticket. The new inspection columns and values are not surfaced on the Draw Ticket. That work is tracked separately.