Understanding the Draw Desk Agent and the Agent Review Tab

Overview

This article explains the Agentic Draw Desk feature designed to enhance draw review workflows by incorporating AI-powered automation. It helps you quickly identify issues, process draws more efficiently, and stay compliant with lender-defined rules. By leveraging an Agent (AI assistant), this tool surfaces discrepancies, checks documents, validates budget alignment, and organizes inspection photo reviews, all in a streamlined and user-friendly interface. This guide is intended for users who manage or review draws and want to understand agent-driven workflows.

1. Agent Statuses in Draw Desk

The Draw Desk now includes a new Agent Status column that shows the Agent’s progress for each draw. This column allows you to quickly understand where automation stands, whether the Agent is still reviewing, has completed its checks, or has flagged something that needs your attention.

Key Points:

• The agent status column appears near the beginning of the draw grid.

• Each draw is marked with an agent status such as:

  • Complete

  • Processing Draw

  • Needs Review: warning or alert.

  • Failed

  • Non applicable

These help you prioritize reviews.

• Hovering over a status provides more details about the current state and a link to Agent Review view.

• Icons and color coding help quickly identify the status of each draw.

Use Saved Views to Filter Draws

• “All Agent Draws”: All draws reviewed by the Agent.

• “Needs Review”: Only shows draws flagged for discrepancies or required actions.

2. Agent Modes

Draw Desk supports three agent modes, which determine how the agent interacts with draws:

• Audit Mode: The agent reviews and flags items for manual review.

• Assist Mode: The agent provides recommendations and assists with processing.

• Automatic Mode: The agent processes draws automatically with minimal user intervention.

Note:
Users cannot change the agent mode themselves; a request must be submitted to the support team for mode changes.

3. Agent Review Tab Overview

After an agent processes a draw, the Agent Review tab provides a detailed breakdown of the review process. The tab is organized into several key sections:

a. Documentation Check

• Lists all files uploaded at both the loan and draw level.

• Documents are organized into subcategories for easy navigation.

• Highlights which files may need your attention.
  

b. Draw Reconciliation

• Draw/Budget Alignment: Shows all budget items created for the draw.

  • View a table comparing line items to budget.

  • Discrepancies appear below the table (e.g., Overbudget line items).

• Inspection Photo Validation: Allows review of inspection photos, highlighting those that match the job site and those that do not.

c. Policy Review

• Displays all Standard Operating Procedures (SOPs) configured for the agent.

• Shows which rules were met, not met, or not applicable, with instructions and required actions.

d. Draw Checklist

• Lists all checklist items assigned to the draw.

• Indicates whether each item is complete, incomplete, or not applicable.

e. Compliance Confirmation

• Provides a full log of actions taken by both the agent and users throughout the draw process.

f. Final Approvals

• Shows assigned approvals for the draw (if any).

• Final approval could be skipped by the agent when major or critical issues are flagged. Approval will resume after resolution.

4. Notify Borrower/Builder

• The Agent suggests items that need follow-up.

• Choose to send via comment or email.

• Customize the message before sending.

• Recipients receive a clean, formatted message with the "Review Now" button.

5. Providing Feedback and Reporting Issues

• Use the thumbs up/thumbs down feature in any section to provide feedback on the agent’s performance.

• Report issues directly from the Agent Review tab via comment or email.

• You can specify which section(s) the issue relates to (e.g., documentation, compliance).