Keep the money moving. Let agents chase the paperwork.
Pay apps, waivers, certificates, leases and investor packs, fitted to your contracts and the systems your project and property teams use.
Watch a pay app get checked, line by line. The project manager sees only what’s billed ahead.
It reads the pay app, lines it up against the schedule of values and what was committed, and checks retainage and the lien waiver. If it all holds, it goes to approval. If a line doesn’t, it waits for the project manager.
This is how it usually runs. Yours follows your own steps and approvals, set with the people who do the job.
22 agents for projects, properties and quarter-end. Some were built just for this industry.
- Finance
Pay application review
Checks each pay app against the schedule of values and the commitment
What’s included - Compliance & Audit
Lien waiver tracking
Collects every waiver each cycle, and holds payment until it’s in
What’s included - Business Operations
Change order log
Logs every change order, chases approval and keeps the budget current
What’s included - Finance
Draw package assembly
Assembles the monthly draw package, ready for one sign-off
What’s included - Business Operations
RFIs and submittals
Checks submittals against the spec and drafts RFIs from the drawings
What’s included - Customer Support
Work order triage
Sorts tenant requests, dispatches the right vendor and follows up to close
What’s included - Compliance & Audit
Lease abstraction
Turns every lease into a clean record and tracks every critical date
What’s included - Compliance & Audit
Insurance certificate tracking
Checks every certificate against the contract, and chases renewals
What’s included - Finance
CAM reconciliation
Prepares the year-end CAM true-up, tenant by tenant, from each lease
What’s included - Finance
Investor reporting pack
Builds the quarterly pack from live numbers
What’s included - Finance
Invoice matching
Matches invoices to POs and receipts
What’s included - Finance
Collections follow-up
Chases overdue invoices every morning
What’s included - Finance
Cash application
Matches every payment to the invoices it pays
What’s included - Business Operations
Vendor onboarding
Sets up new vendors with tax and bank checks
What’s included - Business Operations
Contract renewals
Flags vendor contracts before they auto-renew
What’s included - Business Operations
Contract review
Checks each contract against your standard terms
What’s included - Finance
Budget vs actual
Explains each month’s variances to budget
What’s included - Finance
Close checklist
Tracks every close task and its evidence
What’s included - Business Operations
KPI roll-up
Pulls every team’s numbers into one view
What’s included - Business Operations
The Friday report
Has the weekly report ready by Friday
What’s included - Compliance & Audit
Filing calendar
Keeps every filing on time, with an owner
What’s included - Business Operations
Request intake
Gets internal requests approved and done
What’s included
Every agent here is already built, and each one has a full page. Bring the one you want to a call.
Built inside your contracts, not around them.
Nothing is paid without the paperwork
Payments and draws wait until every waiver and certificate your contracts require is in.
Every number traces to its source
Each line ties back to the contract, the invoice or the funded draw.
Your sign-offs stay where they are
If your owner agreement says a person approves, the agent waits for that person.
What people ask.
Which systems do these work with?
We’re a contractor, not an owner. Does this fit?
Our process isn’t quite like this. Will it still work?
Can we start with more than one?
What does it cost to run once it’s live?
Which job holds up the money?
Pay apps, waivers, draws. Bring the one that stalls, and leave with a price.
- 3 to 6 weeksto live, then 30 days of tuning
- $12,500fixed, per agent
- Yours to keepno license fees