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.
Quick Reference
Open the project's Jobs tab and click Add Inspection.
Choose Quick - repeat last for the next draw, or Custom for a new requirement.
Choose Marketplace or Direct Request.
Click Create. The job starts as Lender Open.
Before You Start
The project and its budget are set up.
For Quick, the project already has at least one job.
Step 1 — Open the Jobs Tab
Click Add Inspection
The Jobs tab lists every inspection and its status. Click Add Inspection, then choose Quick or Custom. The eye icon in the Action column opens a job.
Step 2 — Order a Repeat Draw (Quick)
Check and create
Quick - repeat last copies everything from the last job. Check the schedule (As soon as possible or a specific start date) and the request type, then click Create.
Step 3 — Order a New Inspection (Custom)
Fill in the order form
Choose Marketplace or Direct Request, name the inspection, and add Special Instructions such as lock box codes or site access. Set the schedule, choose the Request Type (Draw Inspection or Assessment), and click Create.
For the final draw, turn on Utilize "Final" Template. It requires 25 photos.
Step 4 — Choose Who Inspects
Marketplace or Direct Request
Marketplace: RAZE assigns the best available inspector by location and availability. Direct Request: you pick a specific inspector. The toggle is on Quick, Custom, and Workflow orders.
Tips
DO
- •Use Quick for ongoing draws once the first job is right.
- •Use Direct Request when a specific vendor is required.
- •Put lock box codes and access notes in Special Instructions.
WATCH FOR
- •Quick - repeat last is unavailable until the project has its first job.
- •New jobs start as Lender Open while RAZE finds an inspector.
Troubleshooting
Lender workflow
- Order a draw inspection (this guide)
Use this guide with AI.
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