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Help articles for borrowers



Sending Invoices to QuickBooks
Tracking Payment Status
Summary Budget Communication
Package and Send Draw
Sending Invoices to Yardi
Sending Invoices to Nexus
Tracking Costs to Agreements
Milestones
Portfolio Insights
Contingency Tracking
Tracking Predevelopment Projects
Sending Invoices to AvidXchange
Project Reports
Budget and Funding Projections
Budget Management
Bringing In-Flight Projects To Date
Agreements Management
Document Approvals, History and Reviews
Checklist for Packaging a Draw
Uploading Documents from AvidXchange
Project Budget Adjustments