Lender's Fundings
Lender-funded projects, built right in.
From program setup to funding submission to company-wide cash-flow visibility — iBuildPro runs the entire Lender's Fundings lifecycle alongside your contracts, schedule, and production team. No spreadsheets, no sidecar apps, no lost paperwork.
Built for
Remodelers, general contractors, and home improvement businesses doing lender-funded work — renovation loans, construction-to-perm, home-improvement finance partners. Especially teams of 3–50 who are tired of juggling funding packets in email threads and shared drives.
The Lender's Fundings Lifecycle
From program setup to funded — in one system
Every step of a lender-funded project flows through iBuildPro. No re-keying, no lost documents, no wondering whether a funding was ever submitted.
Set up the lender program
Capture each lender and every program they run — rates, fees, required documents, funding rules. One-time setup that every future deal inherits.
Configure the funding schedule
Open the deal, link Gantt milestones to specific funding amounts. The schedule knows which completed milestone releases which dollar amount.
Complete the milestone
Your crew finishes the phase in the field. Progress on the Gantt automatically fires a funding request — no duplicate data entry, no chasing the PM.
Assemble the funding package
The Funding Package Builder pulls the executed contract, site photos, lien waivers, and completion certificates into one lender-ready PDF.
Send to lender in one click
Email the package to the lender contact directly from iBuildPro. Every submission is logged, timestamped, and attached to the project file.
Track cash flow company-wide
The Owner Cash-Flow Dashboard shows every outstanding Lender's Funding, aging, lender performance, and anomalies — so you know exactly when money is coming.
What's Inside
A complete Lender's Fundings toolkit
Every tool a Finance Manager needs to run dozens of lender-funded projects without dropping a submission or missing a document.
Funding Pipeline dashboard
Every lender-funded deal on one board, by stage. Open a deal and its document checklist slides out beside it — you see what's still missing without leaving the board.
Per-program document checklists
Different lenders require different documents at different stages (pre-close, first funding, final funding). Missing docs are flagged right on the pipeline card.
Funding Package Builder
One-click assembly of contract, photos, lien waivers, and completion certificates into a single submission-ready PDF.
Reusable templates per lender
Build the funding schedule for a lender once, then apply it to every future deal with them. Your admin keeps the templates up to date as a lender changes its terms.
One company's deals stay one company's
If you run more than one company in iBuildPro, a deal in one can't be attached to a lender in another — even by accident. The separation is enforced by the system, not by whoever is paying attention.
A page of its own for finance
Every funding across every project on one screen, built for the person whose whole job this is — not buried a few clicks inside one project at a time.
Why it matters
Lender's Fundings stop being a fire drill.
Most contractor tools bolt on "lender tracking" as a spreadsheet export or a note field. iBuildPro built it in from day one — because for contractors doing lender-funded work, cash flow is the business.
Lender's Fundings live in the same system as your contracts, schedule, photos, and invoices — not in a separate app that nobody updates.
Milestone completion on the Gantt is what triggers a funding. No one has to remember to submit — the system knows.
Every submission, every lien waiver, every photo is auto-filed to the project. When the lender asks for proof, it takes thirty seconds.
The Owner Cash-Flow Dashboard is company-wide, not per-project. You see the whole book of business in one view.
See the Lender's Fundings lifecycle in your own data
Book a 30-minute demo and we'll walk you through Funding Pipeline, the Funding Package Builder, and the Owner Cash-Flow Dashboard using a deal that looks like yours.
Book a Demo