1

Build the packet before you submit.

2

Confirm contractor, project, payment, and inspection records.

3

Avoid missing documents at upload time.

When this guide is for you

Use this if:

  • The work is complete
  • Local inspections or permits are being closed out
  • You are preparing for the final inspection
  • The final inspection report is available
  • You are trying to organize invoices, payments, insurance documents, and reimbursement records

Your draw-request document checklist

Contractor information

Contractor legal name, license number, contact information, and final invoice.

Project records

Scope of work, photos if available, product details if relevant, permit records, and local inspection closeout if applicable.

Payment records

Invoice, proof of payment, financing documents if applicable, amount paid by homeowner, and any remaining balance.

Final inspection records

Final inspection request, final inspection report, and notes on what the inspector observed.

Insurance follow-up

Evidence that final documents were sent to the insurer, plus the carrier response, updated declarations page, or written response if available.

Mistakes to avoid

  • Submitting before the final inspection report is available
  • Forgetting permit closeout
  • Uploading an invoice that does not match the approved scope
  • Missing proof of payment
  • Waiting until the last minute to gather documents
  • Assuming your contractor has handled every document

What we help with

  • Packet organization
  • Missing document list
  • Invoice language review
  • Contractor follow-up questions
  • Insurance-submission reminder
  • Draw-request readiness check
Homeowner control: You stay in control. We help organize your project, review your documents, and connect you with local professionals when requested. We are independent and do not guarantee program approval, reimbursement, contractor performance, or insurance discounts.