Product

Draw Management without the email chaos.

Review, approve, and release draws from one structured workflow.

Draw Queue

3 Active Requests
Loan Requested Inspection Status
LN-402
Oasis Development
$185,000 Scheduled Under Review
LN-118
Sunscape Holdings
$72,500 Complete Approval Pending
LN-559
Meridian Capital
$240,000 Not Required Released
Request Detail
Oasis Development ยท Draw 04
Budget line items, invoices, and notes submitted by borrower
Supporting Files
Invoice packet, lien waiver, and inspection report
Release Impact
Approved funds update drawn balance, remaining holdback, and servicing history automatically.

Draw Workflow

Borrower Submission
Invoices, notes, requested amount
Review & Inspection
Validate progress and budget coverage
Release Posted
Remaining Holdback $415k
Ledger, history, and loan balances updated

Keep draw review moving.

Stop chasing files and approvals across inboxes. Ursara keeps draw review, inspection, and release in one flow.

  • Standardize borrower submissions before review starts
  • Keep budget, inspection, and approval context attached to the request
  • Post approved releases back to the live servicing record
Operational Value
Faster approvals
Reviewers no longer have to chase supporting materials across email threads.
Better control over holdbacks
Teams can see what has been requested, approved, and released against the remaining budget.
Cleaner borrower communication
Borrowers get a clearer submission path and fewer ambiguous follow-up requests.
Submission Trail
Everything the reviewer needs arrives in one packet
Requested Amount
$185,000 requested for framing and exterior work
Support Files
Invoices, lien waiver, and inspection documents attached to the request
Review Notes
Inspection scheduled, budget coverage confirmed, remaining holdback visible
Release Posted
Approved draw updates drawn balance, remaining budget, and loan history automatically
Value To Ops

Keep the draw packet, review, and release linked.

Reviewers get the full request context up front, so they can decide faster and post the result back to servicing.

Cleaner inspection coordination because the request and its files are already packaged.
Less budget confusion because remaining holdback and release impact stay visible.
Better auditability because approval and release events are posted back into servicing history.

Bank-Grade Infrastructure

256-bit Encryption
Role-Based Access
Audit Logs