Lenders

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

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9 articles in this collection
Written by Michael Hickman, Stephen Crawford, Derek Foresman and 1 other

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 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 Michael Hickman
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 Michael Hickman
Updated over a week ago