Set up your personal user account

Invite other employees to register

Create a Project 

  • Enter Project Details (name, address, start date, and type)
  • Select the Type of Documentation Required (draw cover, lien releases)
  • Select the Automatic Checks needed for the project and Add any necessary Manual Checks
  • Add the draw reviewers and final approver

Enter Project Funding Sources

Upload the Project Budget

Generate and provide the shared link for uploads to the General Contractor, Inspector(s), and Other 3rd Party Vendors (such as the title company) that need to upload their documents to the app.

We're here to help! If you have any questions or need further assistance, simply click on the blue chat widget located at the bottom right corner of this page to start a chat conversation. You can also email us at or call 1-833-4SIMPLY to speak with a support rep.

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