Lenders

Help articles for lenders (banks, credit unions, etc.)

10 articles in this collection
Written by Stephen Crawford, Derek Foresman, and Tom Martin

Submitting Inspection Reports

You don't need to be a Rabbet user to receive and submit a Rabbet Inspection Report

Written by Stephen Crawford
Updated this week

Borrower Portal

Project Access For Borrowers

Written by Tom Martin
Updated over a week ago

Portfolio Overview

Portfolio Overview Report

Written by Tom Martin
Updated over a week ago

Setting Up Draw Approvals

Rabbet will keep track of all approvals and pending issues to streamline internal workflows.

Written by Stephen Crawford
Updated over a week ago

Invoice Summary Tab

Easily cross-reference and assign your draw's invoices by using the 'Invoice Summary' tab.

Written by Stephen Crawford
Updated over a week ago

Managing Inspection Workflows

Send external inspection requests and process inspections all within Rabbet's Inspection workflow tab

Written by Stephen Crawford
Updated over a week ago

Import or Download a Draw from Rabbet

Receive a draw request notification email through Rabbet? Follow these quick steps to import a draw to Rabbet.

Written by Tom Martin
Updated over a week ago

Uploading a Draw Summary

Upload any Excel draw summary with Rabbet's intuitive parsing tool.

Written by Stephen Crawford
Updated over a week ago

The Draw Process

Processing Holdbacks on Requested Amounts

This article is relevant if you have either custom reporting and/or accounts payable integrations toggled on within Rabbet.

Written by Derek Foresman
Updated over a week ago

Draw Review Checklist for Lenders

This article outlines the various options and actions that lenders will encounter when using Rabbet

Written by Tom Martin
Updated over a week ago