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Annotated document

An annotated draw request

What a lender actually wants before releasing rehab money, why it takes longer than quoted, and the lien waiver that trips people up.

Reviewed and updated · How we research this

Draws are where a hard money loan stops being a document and starts being an operational process. Every draw is a small underwriting exercise, and the cycle time decides how much of your own cash is floating at any moment.

This is a specimen draw request with the parts that cause delays annotated.

REQUEST FOR DISBURSEMENT — REHABILITATION HOLDBACKSpecimen · Draw 2 of 4 · Hard Money Facts
Loan numberHMF-2026-0142
Draw number2 of 41
Holdback remaining$45,000
Amount requested$15,0002
Line items claimedRough plumbing, rough electrical, HVAC set3
Percentage completePer schedule of values, by line3
PhotographsDate-stamped, one per line item claimed4
InvoicesContractor invoices for work claimed5
Conditional lien waiverFrom GC and each sub, for this draw6
Unconditional lien waiverFrom prior draw, evidencing payment6
PermitsCopies of open permits and passed inspections7
InspectionThird-party, ordered by Lender upon receipt8
Inspection fee$250, deducted from disbursement9
Funding1–3 business days after clean inspection10
Borrower certificationNo mechanic's liens; no material change to scope11
  1. Fewer, larger draws mean more of your cash floating

    Four draws on a $60,000 rehab means funding roughly $15,000 of work before each reimbursement — and if stage three starts before stage two is funded, two at once. More draws cost more in fees but tie up less cash. Pick deliberately based on which constraint you actually have.

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  2. You cannot draw ahead of the work

    The amount is capped by completed percentage against the schedule of values, not by what you have spent or committed. Materials paid for but not installed frequently do not count — ask before you buy long-lead items.

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  3. The schedule of values is doing the real work here

    This is why a line-item rehab budget matters so much at underwriting. A vague budget produces arguments at every draw about what percentage of "kitchen" is complete. A detailed one turns each draw into arithmetic.

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  4. Photograph everything, date-stamped, every time

    The most common cause of a same-day rejection is photographic evidence that does not clearly show the line item claimed. Take more than you think you need.

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  5. Invoices must match the line items, not your bank statement

    The lender is reconciling against the schedule of values. An invoice for "plumbing" that spans two budget lines will be queried.

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  6. Lien waivers are the step that surprises everyone

    Two different documents doing two different jobs. A conditional waiver says "once I am paid for this work, I waive my lien rights for it". An unconditional waiver confirms you were actually paid last time. Chasing signatures from every subcontractor is what makes draws take longer than the quoted turnaround — start collecting them before you submit, not after.

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  7. Unpermitted work will stop a draw cold

    And it can trigger an event of default under the note. If a scope change needs a permit, get it before the inspector sees the work, not after.

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  8. The inspection is the step that slips

    Two to five business days is typical, and it is scheduled by a third party who does not work for you. Combined with funding, plan on 5 to 12 business days per draw and build that into your contractor payment terms.

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  9. The fee comes out of the disbursement

    You request $15,000 and receive $14,750. Small, and worth remembering when you are pacing payments to a crew.

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  10. "Clean" is doing a lot of work in that sentence

    A failed inspection over one line item can hold the entire draw, not just the disputed portion. Ask in advance whether partial funding of undisputed items is possible — some lenders will, and it is worth knowing before you need it.

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  11. You are certifying, not just requesting

    Signing this asserts there are no liens and no material scope change. If the scope has changed, disclose it and get the budget formally revised. A false certification is a much bigger problem than a delayed draw.

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Draw friction is the most under-modelled cost in this product. It does not appear on any term sheet, and it decides how much working capital you actually need.

See how draws actually work for the full cycle, and how much cash you actually need for what to hold in reserve.