Asset managers
Know which draw needs you today.
Relay builds each draw as the invoices come in and tells you when one needs your review. You approve and submit. Relay handles the rest.
One list, every property
Budget used, current draw against threshold, open items, and last draw date, without stitching it together from spreadsheets.
Alerts when a draw needs you
Threshold met, import finished, checklist still open the week a draw is due.
Hand-offs on the draw
Assign each project to a team member and keep the conversation on the draw, not in an email thread.
Your whole portfolio, one screen.
Today the status report is the one you build yourself, from the tracker, the inbox, and the shared drive. In Relay every project and reserve shows budget used, draw against threshold, open checklist items, and last draw date, sorted by what's ready to submit.
Relay tells you when a draw is ready.
When assigned invoices cross the threshold, you get the amount. When an import finishes, you get the count. When a checklist is still open the week a draw is due, you see it before the servicer does, so the package goes out complete and the back-and-forth stops.
Meridian Commercial · Draw 11 reached the $150,000 threshold. Total assigned: $205,470.
October_AP_Export.pdf processed. 46 invoices · 2 duplicates · 1 for review · 1 invalid.
Harbor Point · Draw 4: 2 checklist items still open. Lien waiver (Halcyon Drywall), completion photos.
Hand a draw off without a meeting.
Assign team members to each project and keep the conversation on the draw: who uploaded the waiver, why an invoice was marked not drawable, when the package went out. It's there when someone picks it up next month.
Halcyon sent the conditional waiver. Uploaded to Waivers, checklist should clear.
Clears. Threshold was met Monday. Package is ready, submitting this afternoon.
Servicer kicked back INV-0917, no check copy. Marked not drawable, it's on the Draw 8 list.
See your whole portfolio on one screen.
Bring one live draw. We'll run it with your team in a 30-minute session and send you the results within 48 hours.