SURGE FINANCIAL
Construction Loan Template

Construction Loan Draw Schedule

Fill in your project information and draw milestones. Download as a formatted PDF for your lender submission.

Project Information

Draw Schedule

Total: 100% ✓
#Milestone% of BudgetDraw AmountCompletion RequirementEst. Date
1
%
$120,000
2
%
$180,000
3
%
$240,000
4
%
$240,000
5
%
$180,000
6
%
$144,000
7
%
$96,000
Total100%$1,200,000

Important Notes on Draw Disbursements

  • Each draw requires a lender inspection confirming milestone completion before funds are released.
  • Retainage (typically 10%) is held until final draw and CO issuance.
  • Change orders must be submitted in writing and approved by the lender before work begins.
  • Draw requests must include: AIA G702/G703 payment application, lien waivers from GC and all subcontractors, inspection report, and photos.
  • Funds are typically disbursed within 3–5 business days of approved inspection.

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