Construction Draw Request for Retail Real Estate Brokers with Placer.ai
The Problem
Monthly Retail Tenant Rep construction draws require G702/G703, lien waivers, and supporting invoices — each missing item stalls funding by days.
What We Build in Placer.ai
AI assembles the draw package from CoStar, collects subcontractor lien waivers, validates against budget, and submits to the lender — draws fund on schedule, project stays on schedule. Purpose-built for teams running Placer.ai — uses the native API or agent integration so nothing leaves the system of record.
Placer.ai Integration Approach
Audit your Placer.ai configuration
We map the specific Placer.ai objects, custom fields, and workflows the automation needs to touch for your retail tenant rep practice.
Build on the Placer.ai API or agent
Integration happens inside Placer.ai — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Placer.ai with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Placer.ai instance
30-minute call. We'll look at your actual Placer.ai setup and show exactly how this workflow fits.