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Trinity Real Estate Solutions Integration (Draw Management)

This article explains how Trinity Real Estate Solutions integrates with LendingWise’s Draw Management module. It focuses specifically on what Trinity does, when they’re involved, and how the workflow operates before and after funding.

For a full overview of how Draw Management works inside LendingWise (setup, lifecycle, permissions, borrower experience, etc.), start here: 👉 Lendingwise Draw Management

What the Trinity Integration Does (Plain English)

Trinity acts as a third‑party construction risk and draw review provider within the LendingWise Draw Management workflow.

They support lenders in two key phases:

  1. Pre‑funding budget analysis & review
  2. Post‑funding draw request analysis & review

The integration allows LendingWise to remain the system of record while Trinity performs independent reviews tied directly to the loan and draw data.

 

Pre‑Funding: Budget Analysis & Review

Before a construction loan funds, Trinity can be engaged to review the proposed construction budget.

Typical review includes:

  • Budget completeness and internal consistency
  • Line‑item reasonableness
  • Alignment with scope of work
  • Identification of cost gaps or risk areas

How this works in LendingWise

  • The loan is configured with Draw Management enabled
  • The construction budget is finalized in LendingWise
  • Trinity reviews the budget prior to funding
  • Any findings or required changes are addressed before the loan moves forward

This step helps lenders reduce downstream draw issues and construction risk before capital is deployed.

 

Post‑Funding: Draw Request Analysis & Review

After funding, Trinity supports ongoing draw administration by reviewing draw requests submitted through LendingWise.

Their post‑funding review may include:

  • Validation of completed work
  • Review of invoices and supporting documentation
  • Comparison of completed work vs. approved budget
  • Identification of discrepancies or exceptions

How this works in LendingWise

  • Borrowers submit draw requests through the LendingWise portal
  • Draws flow through the standard LendingWise Draw Management workflow
  • Trinity performs an independent review of each draw request
  • Lenders retain final approval authority

LendingWise continues to manage statuses, permissions, and payment logic—Trinity provides the analysis layer.

 

Calls to Action (Pick the Right One)

  • Questions about draw setup, workflow, or billing inside LendingWise
    📧 Email: helpdesk@lendingwise.com
  • Questions about getting started or Trinity’s review process, scope, or findings
    📞 Contact Trinity Real Estate Solutions directly: mary.sanchez@trinityonline.com

 

Video Walkthrough

This video walks through the Trinity integration in context of the Draw Management module:

🎥 Watch here:

https://www.awesomescreenshot.com/video/49252409?key=1c7215b4950b5c27c9015f2659e6aee8

 

Key Takeaways

  • LendingWise manages the draw workflow and system of record
  • Trinity provides independent pre‑funding and post‑funding review
  • Lenders maintain final approval authority

If you need any addition help, please contact helpdesk@lendingwise.com.