Trinity Real Estate Solutions Integration (Draw Management)

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 Draw Request Form (Premium draws)
• 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:

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.