Our Process
Our process is designed to be practical, clear, and lender-focused.
Intake & Document Review
We gather available project information, including plans, budgets, schedules, scopes of work, and supporting documentation. The supplied sample cost analysis report shows review of construction documents, specifications, site plans, soils reports, permitting status, utility services, and the developer’s schedule of value.
Site Visit & Field Observation
For progress monitoring and draw inspections, we visit the site to observe construction status and document work completed. Sample reporting materials show site visits, activity highlights, percentage-complete estimates, project schedule commentary, and attached photos.
Analysis & Reporting
We organize findings into clear reporting intended for lender use. Depending on the assignment, reporting may include progress summaries, budget observations, draw request review, recommendations, schedule commentary, and special conditions.
Lender-Ready Deliverable
The final output is structured, professional reporting that helps lenders understand where a project stands, what has been observed, and what items may warrant additional attention.