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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