3 steps
Guide 1
Getting Started with the Ordering Engine
Log in at order.getaraze.com, learn the three modules, and open any project in seconds.
For lenders
Ordering Engine guides
Order and track draw inspections for your construction loans in one place.
15 guides · 4 stages
Runs on: Desktop and tablet. A web app you open in a browser; it is not built for phones.
Lender workflow.
Each guide is one step, in the order you work a construction loan, from the first login to an approved draw.
Stage 1 of 4
Set up the project.
Log in, create the project, load the budget, and add the people who get notices.
4 steps
Guide 2
Creating a Project
Create a construction project in four steps so every inspection you order has the right lender, parties, address, and budget.
4 steps
Guide 3
Using the Project Tabs
Every part of a project sits on six tabs: change a contact, upload documents, and find the Project GUID in a few clicks.
2 steps
Guide 4
Setting Up the Budget
Build the budget inspectors draw against: line items that total exactly 100%, imported from a template or added by hand.
2 steps
Guide 5
Managing People and Contacts
Keep borrowers, contractors, and inspectors current in People, because every notice goes to the contact details stored there.
Stage 2 of 4
Order inspections.
Order each draw in a few clicks, or automate a recurring schedule.
4 steps
Guide 6
Ordering a Draw Inspection
Order the next draw in three clicks with Quick, or build a new requirement with Custom, from the project's Jobs tab.
2 steps
Guide 7
Naming Inspections and Using the Final Template
Name every inspection with the same variables so jobs are easy to find, and require 25 photos on the final draw.
3 steps
Guide 8
Automating Recurring Draws and Alerts
Set a draw schedule once and the Ordering Engine orders each inspection and emails the right people when statuses change.
Stage 3 of 4
Review and approve.
Check the answers, photos, and draw percentages, then accept or reject.
5 steps
Guide 9
Understanding Job Statuses
Every inspection moves from Lender Open to Submitted to your decision, and each status tells you what to do next.
3 steps
Guide 10
Reviewing the Inspection
Open the job and check the questionnaire answers, draw percentages, and photos before you accept or reject it.
3 steps
Guide 11
Reading the Draw Sheet
Four percentages on every budget line keep each draw within budget: Max, Previous, Available, and Current.
3 steps
Guide 12
Approving or Rejecting a Job
Accept or reject a submitted inspection in one click, and notices go to everyone involved automatically.
Stage 4 of 4
Report and work faster.
Run portfolio reports and let Ask AI draft orders for you.
3 steps
Guide 13
Running Reports in Analytics
Run one of ten preset reports or ask a question in plain language to get metrics, a chart or table, and a summary.
3 steps
Guide 14
Using Ask AI
Type what you need in plain language, and Ask AI drafts it, shows a preview, and creates nothing until you confirm.
3 steps
Guide 15
Ordering Engine Quick Reference
Every daily path, rule, and limit in the Ordering Engine on one page, plus how to get help fast.
More RAZE guides.
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Developer Portal
10 guides
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Guides soon
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