Give Your Construction Budget a Permanent Address
Build your budget once so everyone works from one source of truth. Construction draw management software inside Mortgage Automator lets you manage every payout and track project health in real time.
See Draw Management in action.
- 4.9/5 star rating on G2 and Capterra
- Trusted by 400+ lenders
- SOC 2 Type II certified
Stop managing one loan in two different systems.
If you originate, service, or manage construction and fix-and-flip loans, chances are your budget doesn't live near the loan file. It's trapped in a spreadsheet somebody emails around or stranded in a separate platform. Every draw forces you to pull up two systems and hope the numbers still agree.
How Draw Management and Budget Tracking in Mortgage Automator Works
Get in fast
Input three core details—category, line item, and budgeted amount—and your live tracker is ready. No files to convert and no formatting to fight.
One version, not five
Once your budget is set, it stays locked in your loan file. Everyone works from the same live data, preventing rogue edits and missed updates.
Every draw, planned or not
Schedule draws in advance or process requests as they come in—directly inside the loan file you're already working in.
Approve with confidence
Every draw request checks against the budget automatically, enforcing flexible LTC limits and flagging line-item imbalances before money moves.
See your book at a glance
Project Health gives every loan a score based on work completed versus funds disbursed, so you spot troubled projects long before they need a rescue.
Nothing happens off the record
A full audit trail logs every adjustment, so you always know when the budget moved, who changed it, and why.
Built for How Construction Lenders Operate
Ground-up construction
Track complex, multi-stage budgets from foundation to final walkthrough without losing control.
Fix-and-flip
Move fast on high-velocity renovation draws while keeping tight control over funding limits.
Portfolio reviews
Evaluate Project Health across your active portfolio before your risk committee meets, not during it.
Frequently Asked Questions
What is Mortgage Automator's Project Health Score?
Project Health is an automated metric that measures work completed against funds disbursed for every active loan. It gives lenders an instant indicator of project pace and flags budget imbalances before they turn into troubled assets.
How does Draw Management protect against over-funding line items?
The system automatically monitors category and line-item totals during every draw request. If a borrower requests funds that exceed the allocated scope, the system flags the variance immediately so you can reallocate contingency funds or adjust the request before funding.
Is disbursement automatic?
Draw review, calculations, and approvals happen inside Draw Management. The final funding transaction is processed directly through Mortgage Automator’s core servicing system.
Still Have Questions?
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4.9/5
G2 Rating
4.9/5
Capterra Rating
4.9/5
SourceForge Rating
See Draw Management Live
Build your budget once, manage every draw, and track project health across your loan book.