Built Integration
Construction & DevelopmentWhat It Does
Built (Built Technologies) is the construction-finance platform that connects the three parties to every ground-up and value-add CRE project: the lender funding the construction loan, the developer or builder drawing against it, and the inspectors and subcontractors in between. It runs the money side of a project — draw requests, line-item budget tracking against the loan, conditional and unconditional lien-waiver collection, inspection scheduling, and the disbursement of funds when a draw is approved. Where Procore is the system of record for construction scope and cost, Built is the system of record for how the loan is funded against that work.
Why Real Estate Professionals Use It
Construction draws are the most deadline-driven, document-heavy event in CRE development finance, and they repeat every month for the life of a project. A single draw cycle on a ground-up project requires the line-item draw request reconciled to the project budget, conditional and unconditional lien waivers from every active subcontractor tier, inspection sign-off that the work claimed was actually completed, and a compliance package the lender will accept — all assembled on a rigid disbursement schedule. Miss a waiver and the draw stalls; over-draw a budget line and the loan covenant breaks. Built holds all of this state, which makes it the natural source of truth for automating the draw process end to end.
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Key Features for Real Estate
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Feature
Draw Request and Schedule Tracking
Track the status of each monthly draw request against the construction loan — submitted, under review, approved, funded — with the line-item draw schedule and the percentage drawn against each budget line. Available via partner API (live status) or by ingesting the draw report export.
Real Estate Impact
A stalled draw is interest carry on undisbursed funds and subs waiting on payment. Surfacing draw status programmatically lets the development team see which draws are stuck and why — a missing waiver, a pending inspection — without logging into Built to check each one.
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Automation Workflows
Ready-to-deploy workflows powered by Built + NextAutomation
Workflow 1 of 4
Advanced
Draw Request Submitted → Budget Check + Lien-Waiver Package Assembly
When a draw request is submitted for the period, the automation reconciles each requested line against the live project budget, checks lien-waiver compliance for every billing subcontractor, and assembles a lender-ready draw package — flagging any over-drawn line or missing waiver before the package goes out.
Trigger: Draw request reaches 'Submitted' status in Built (partner API draw-status event) — or, on the export path, the period draw report lands in the monitored inbox/SFTP folder
Workflow Steps
1Trigger fires: a new draw request is submitted for the current period (API status change or ingested draw report)
2Fetch the line-item draw request: amount requested per budget line, billing subcontractors, and stored materials
3Retrieve the live project budget — budgeted, drawn-to-date, and remaining availability per line — and reconcile each requested line against remaining availability
4Flag any line where the cumulative draw would exceed its budgeted amount as an over-draw requiring re-allocation or lender approval
+4 more steps
Draw packages that previously took a coordinator one to two days to assemble go out the same day the draw period closes — with over-drawn lines and missing waivers caught before the lender ever sees the package, not after a rejection costs a cycle.
Triggers & Actions
Connect Built to your workflows with powerful triggers and actions
Triggers
Draw Request Submitted
Fires when a draw request reaches submitted status in Built (partner API status event), or when the period draw report is ingested on the export path.
When a draw is submitted, reconcile each line against the live budget and check lien-waiver compliance before the package goes to the lender.
Draw Funded / Disbursement Recorded
Fires when a draw is approved and funds disburse in Built (partner API event), or when the disbursement statement is ingested. Marks the moment money moves.
On disbursement, draft the construction-draw journal entry, update cost-to-complete, and notify equity partners — all from the single funding event.
Lien-Waiver Status Changed (Partner API)
Fires when a subcontractor's conditional or unconditional lien-waiver state changes for a draw period. Partner-API-only — on the export path this state is read from the periodic waiver report rather than as a real-time event.
When a long-outstanding waiver is finally signed, recheck package completeness and notify the coordinator that the draw is now waiver-ready.
Inspection Milestone Completed
Fires when a draw-gating inspection is marked complete with a verified completion percentage (partner API event), or when the inspection certificate is ingested.
When an inspection clears, trigger assembly of the next draw using the newly verified completion percentages.
Budget Line Over-Draw Detected
Fires when the reconciliation step finds a requested or cumulative draw exceeding a budget line's funded availability, computed from Built budget data via API or ingested export.
Alert the development lead the moment a draw line would over-draw its budget, while the line can still be re-allocated before lender submission.
Draw Report / Disbursement Export Received
Fires when a Built draw report, budget export, or disbursement statement (PDF/Excel) lands in a monitored inbox or drive folder. Available without partner API access.
Kick off draw-package reconciliation the moment the lender or admin delivers the period draw report on the export path.
Actions
Assemble Draw Package
Aggregates the draw request, lien-waiver compliance summary, inspection certificates, and supporting invoices into a lender-ready package in the expected format from Built data plus project files.
Produce a complete, consistently formatted draw package the same day the period closes, ready for the development lead's review before submission.
Run Lien-Waiver Compliance Check
Cross-checks every billing subcontractor for the period against their conditional/unconditional waiver state and produces an exception list of outstanding waivers above the threshold.
Flag the one subcontractor whose waiver is missing before submission so the package is never bounced for a waiver gap.
Reconcile Draw Against Budget
Compares requested draw lines to live budget availability (budgeted, drawn-to-date, remaining) from Built and flags any over-draw.
Catch a budget-line over-draw at draw time, while the line can still be re-allocated or escalated for lender approval.
Draft Construction-Draw Journal Entry
Drafts the journal entry for a funded disbursement (construction-in-progress vs. loan proceeds) for review in the accounting platform — drafted, not auto-posted.
Hand accounting a drafted draw entry on every disbursement so construction-loan activity is booked promptly and consistently after review.
Update Cost-to-Complete in Pro Forma
Pushes the revised drawn-to-date and remaining availability into the deal model so equity IRR and yield-on-cost reflect the latest draw.
Keep the project pro forma current after each funded draw without an analyst manually editing the model.
Send Stakeholder / Subcontractor Notice
Drafts and (on approval) sends a notice to equity partners on a funded draw or to a subcontractor chasing an outstanding waiver, logged as correspondence.
Notify equity partners that a draw funded, or chase a sub for a missing waiver days before the deadline — drafted for human approval first.
Setup Guide
Get started in approximately Export path: 1–2 days of configuration. Partner API path: 1–2 days of configuration once Built credentials are provisioned (partner provisioning itself runs on Built's program timeline — initiate early and run the export path in parallel).
Prerequisites
- A Built (Built Technologies) account used for construction-loan administration and draw management on your project(s)
- Built partner API access provisioned for your firm or your lending partner — OR — access to Built's draw reports, budget exports, and disbursement statements in PDF/Excel (the export path requires no partner provisioning)
- n8n instance (cloud or self-hosted) for workflow orchestration, or an equivalent automation runtime
- A monitored inbox, SFTP folder, or shared drive (Google Drive / SharePoint) where Built exports land — required for the export-ingestion path
- A project-ID mapping table linking Built projects/loans to your internal deal IDs, SPVs, and budget categories
- Accounting platform credentials (e.g. QuickBooks) if you intend to sync disbursements as drafted journal entries
1
Choose Your Integration Path: Partner API or Export Ingestion
Determine which path applies. If your firm or lender is enrolled in Built's partner program with API credentials provisioned, you can read draw status, waiver state, budget availability, and disbursement events in near-real time. If not, the export-ingestion path works with the draw reports, budget exports, and disbursement statements Built already produces — and can be set up immediately without partner approval.
Most teams start with export ingestion because it is available today and covers the highest-value automations — draw-package assembly, waiver checks, reconciliation, and disbursement notices. Add the partner API later for real-time draw and inspection events once provisioned.
2
(Export Path) Configure a Monitored Inbox or Drop Folder
Set up a dedicated email address or SFTP/drive folder where the draw reports, budget exports, and disbursement statements land — typically delivered by the lender's loan administrator or exported from Built on a schedule. Point your n8n instance at this location so it detects new files and triggers ingestion automatically.
Ask whoever exports from Built (often the lender's draw administrator) to deliver on a consistent cadence aligned to the draw cycle. Predictable delivery timing makes the ingestion pipeline reliable and lets you schedule the pre-deadline waiver sweep with confidence.
3
(Partner API Path) Provision and Configure Built API Credentials
Coordinate with your Built account contact (or your lending partner) to enroll in the partner program and provision API credentials for your project(s). Once issued, store the credentials securely in your automation runtime's secrets store and configure the authenticated HTTP node to call Built's draw, budget, waiver, and disbursement endpoints.
Partner provisioning is a process, not an instant toggle — initiate it early and run the export-ingestion path in parallel so automation value starts before API credentials are live.
4
Map Built Projects, Budget Lines, and Subcontractors
Build a mapping table linking each Built project/loan to your internal deal ID and SPV, your budget-line categories to Built's line items, and your subcontractor records to Built's vendor directory. This mapping lets automations reconcile draws against the right pro forma and chase the right contact for a missing waiver.
The subcontractor-to-vendor mapping is the bridge that makes waiver chasing automatic — without it, a flagged missing waiver has no contact to send to. Keep this table current as subs are added to the project.
5
Build and Test the Draw-Package + Waiver-Check Pipeline
Configure the core pipeline: trigger on a submitted draw (API event or ingested draw report), reconcile lines against the budget, run the lien-waiver compliance check, and assemble the package with an AI completeness score and exception list. Test against a prior period's real draw before connecting to live deadlines.
Test with last cycle's actual draw report first. This validates the parsing, the waiver cross-check, and the over-draw logic against a known-good package before a live deadline depends on it.
6
Connect Downstream Outputs: Accounting, Pro Forma, and Notices
Wire the funded-draw event to its consumers: a drafted journal entry in QuickBooks, an updated cost-to-complete in the /solutions/pro-forma-generator, a Slack notice to the development team, and a drafted equity-partner update. Keep every outbound document and journal entry in a draft/approval step so a human signs off before anything is posted or sent.
Start with one high-value output — usually the draw-package assembly with waiver checks — and prove it end to end before adding the accounting sync and stakeholder notices on top.
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