Settlement & Drawdown Coordination

Keep every settlement moving on time by automating the document chasing, drawdown scheduling, and lender updates that stall deals.

75 hrs

Time saved/month

Companies have mapped

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About This Automation

Settlement and drawdown coordination involves receiving draw requests from brokers, verifying document completeness, compiling lender submission packages, and tracking fund releases.

Automation validates documents against lender checklists, compiles and submits packages automatically, monitors lender responses, and records fund movements in accounting software. The result is faster settlement cycles, fewer follow-up calls, and accurate record-keeping.

Key features

Validate incoming draw requests and documents against lender-specific requirements automatically

Compile settlement packages and submit them to lenders without manual intervention

Monitor lender responses and send status updates to brokers and internal teams

Record fund movements and reconcile deposits in accounting software automatically

Track all draws in a centralized system with real-time status visibility

How The Automation Works

The full workflow, from trigger to completion.

1. Draw Request Receivedtrigger

A new settlement draw request arrives via email or is created. The automation is triggered immediately.

2. Extract & Log Request Details

The automation reads the email or record, extracts borrower name, loan amount, lender, and required documents, and logs them.

3. Check Document Completeness

The automation reviews the request and attached documents against the lender's checklist. It identifies any missing documents and generates a list.

4. All Documents Present?

If documents are incomplete, the automation sends a request to the broker. If complete, it proceeds to lender submission.

5. Request Missing Documents

An automated email is sent to the broker listing the missing documents and the deadline for submission.

6. Compile & Send to Lender

Once documents are complete, the automation compiles the package, generates a cover email, and sends it to the lender.

7. Monitor Lender Response

The automation monitors the lender's email inbox for approval or rejection. If no response within 24 hours, a reminder is sent to the administrator.

8. Record Approval & Notify Broker

Once lender approval is received, the automation updates, creates a journal entry, and sends a confirmation email to the broker.

4 reasons to map this process

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31 hrssaved/month

12times mapped

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Frequently asked questions

Everything you need to know before mapping this process.

My process is slightly different from this. Can I customize it?

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving

75hrs/month

Process pain:8.2/10

Mapped by:5 Companies

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