Your construction finance operations desk
You build.
We keep the
paperwork moving.
Lender conditions. Insurance certificates. Draw packages. One team to organize the details and follow up on what your projects need next.
Start with a conversation. Scope and fees agreed before work begins.
The work between the milestones
Know what is missing.
Know who is handling it.
A certificate needs an update. An invoice is still outstanding. The lender needs another item before the next step. We help you organize those requests across your active projects and keep the follow up visible.
Lender conditions
Turn each condition list into assigned tasks with due dates, notes and a clear record of what was submitted.
Insurance coordination
Track requested certificates, renewal dates and lender responses. Your insurance professional confirms coverage and terms.
Draw preparation
Organize the invoice, inspection and supporting document checklist for each request. Track requested amounts separately from lender decisions.
Closing and follow up
Keep the closing checklist and outstanding requests in one workspace, with a status report you can share with your team.
Start with your active projects
A practical first step.
Show us the moving pieces.
Walk through your projects, lenders, upcoming deadlines and the work taking time from your team.
Set the scope together.
Agree on responsibilities, access, communication and fees. Keep your existing lender relationships.
Work from a shared record.
Assign the next actions, track responses and review outstanding items together as your projects progress.
InSync Builder Services
Bring the projects.
We will map the work.
Talk with Ben about the projects you have underway and where coordination would help.
Book a project review ↗Start small. Set a clear scope.
We will outline the service and fees after reviewing your workload. Booking a call does not enroll you in a paid service.
Prefer to talk directly?
(713) 548-7350
ben@insync.homes
Please keep loan statements and personal financial documents out of an initial email. We will agree on the appropriate document channel.
Before we begin
A few useful details.
Can I keep my current lender?
Yes. This service coordinates project administration alongside your existing lender. Using InSync for a new loan is not required.
Does a completed checklist mean a draw is approved?
No. The lender controls requirements, approval and funding. The workspace records task progress and reported responses. It does not make credit or funding decisions.
Where do project documents go?
The first version tracks document status and references. Upload documents through the lender or another agreed secure channel. The workspace does not accept file uploads.
How are fees set?
We review the number of projects and the coordination required, then agree on a written scope and fee before work starts.
Can I try the workspace?
Yes. Explore the demo with fictional projects. Client workspaces are available by invitation and keep each builder’s records separate.