Challenge:
The client was bottlenecked by manual lien waivers, bank draw requests, and inconsistent financial classification across multiple properties.
Solution:
We built a custom Vercel web app connected to QuickBooks and DocuSign to manage lien waivers, collect W9s, and dynamically generate draw request PDFs. All documents were automatically tagged, categorized, and tracked per property.
Outcome:
The app enabled the team to grow from 2 to 10 simultaneous flips without increasing admin headcount. Project finances became more accurate, organized, and audit-ready.