Rehab Management
12 connected tabs. One transparent hub. One source of truth.
A complete rehab operating system on one screen — 12 connected tabs covering every layer of running a project: Overview, Scope, Draws, Actuals, Changes, Timeline, Cashflow, Photos, Documents, Risk & QC, Contractors, and Updates. Every tab is wired to your Full Underwriting budget and tied to the contractor on every line. Every dollar in, every dollar out, every variance flagged at week two instead of at the refinance table. Maximum confidence about a deal's viability in minimum time.
How it works
Build the scope
Pull your Full Underwriting rehab budget into a hierarchical Scope tab automatically — 8 standard sections, custom items with split labor and material, a contractor tagged on every line. The Overview tab gives you the at-a-glance view from day one — budget vs actual, draw status, days remaining, open risks.
Schedule + execute
Auto-generate Draws by % completion, build the project calendar in the Timeline tab from SOW milestones, submit change orders in the Changes tab with measurable contingency impact, and let the Risk & QC tab surface overdue items with severity flags.
Run the field
Manage your Contractors roster with line-level assignments, watch every status update flow into the Updates tab and your Notification Bell, and collect every jobsite Photo (geo-tagged, EXIF parsed) and Document (9 categories) in their dedicated tabs.
Track + export
Log Actuals with red/amber/green variance flagging vs Full Underwriting budget, watch the Cashflow ledger update with every transaction, export any draw as a lender-ready Draw Package PDF, and generate a full Post-Project Report at close — projected vs actual on every single line.
What's inside
- Overview — at-a-glance project dashboard: budget vs actual, current draw status, days remaining, open risk items, recent contractor updates
- Scope — hierarchical SOW pulled from Full Underwriting, 8 standard rehab sections, custom items with separate labor and material fields, contractor tagging per line
- Draws — auto-generated by % completion or line item, status tracking (pending → approved → paid), per-draw payment date tracking, one-click Draw Package PDF export
- Actuals — per-line actuals tracking with red/amber/green variance flagging vs Full Underwriting budget, section-level rollups, receipt and invoice attachments
- Changes — change order workflow with measurable contingency impact, approval flag, reason and amount per change order
- Timeline — week + month project calendar auto-populated from SOW, draws, and changes; drag-to-reschedule; manual milestone support
- Cashflow — live capital deployed / capital remaining counters, weekly + monthly burn rate, manual entries for partner capital, CSV export
- Photos — geo-tagged jobsite photos with EXIF parsing, batch upload with auto-compression, before/during/after clustering
- Documents — 9-category document vault (permits, contracts, COI, inspections, SOW, plans, change orders, warranties, other)
- Risk & QC — overdue / open / resolved risk items with severity flags, days-until-deadline counter, quality control checklist per section
- Contractors — contractor roster with line-level assignments, contact details, accountability tracking per project
- Updates — live contractor update feed from the field — status notes, photos, progress flags — surfaced in your Notification Bell
- Draw Package PDF — cover page, line-item table with % complete, embedded jobsite photos, contractor sign-off block, receipts auto-attached
- Post-Project Report — projected vs actual on every line, timeline variance, editable lessons-learned, permanent archival record