Draw Request Form — Capstone Financial

Step 1 of 4

Borrower & Property Information

Please provide your personal details and the property address of the loan to begin your draw request.

First Name *

First name is required

Last Name *

Last name is required

Entity Name optional

Borrower Email *

Valid email is required

Borrower Phone *

Phone number is required

Loan Number * starts with 2, six digits long

Loan number must be 6 digits and start with 2 (e.g. 200123)

PROPERTY ADDRESS

Enter the address on the Scope of Work — not your personal or mailing address.

Property Street Address *

Property street address is required

Property Unit # optional

Property City *

Property city is required

Property State *

Property state is required

Property ZIP Code *

Property ZIP code is required

Draw Number *

Draw number is required

Step 2 of 4

Draw Summary

Upload your scope of work and provide the total amount for this draw request.

Upload Updated Scope of Work *

The Scope of Work must be in Excel format (.xlsx or .xls) and use the Capstone Financial Scope of Work template. Submissions in any other format will be rejected.

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Click to upload or drag & drop

Excel file in Capstone format only (.xlsx or .xls)

Column matching draw request number must be updated to match request.

Scope of work is required (Excel file only)

Total Amount Requested for Draw ($) *

Full Amount on Scope of Work must be requested.

Total amount is required

Notes / Comments optional

Step 3 of 4

Line Item Details

Add each line item you are requesting reimbursement for. You can add up to 52 items.

Note: Do not include any line item that was already submitted on a previous draw request. Only add items you are requesting reimbursement for on this draw.

Would you like to use ONE general contractor's license for multiple line items? *

If Yes, upload the license here once and you'll be able to apply it to each line item that requires one.

Yes No

Upload General Contractor's License *

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Upload Contractor's License

PDF or image · one file

Please answer Yes or No (and upload a license if Yes).

Step 4 of 4

Review & Submit

Please review your information before submitting your draw request.

Borrower Information

Draw Summary

Line Items

Amount Reconciliation

Acknowledgments

I have read the reimbursement guidelines and understand how the draw process is outlined.

✓ I understand

The appropriate draw column number on the Scope of Work must be updated with the item detail I am requesting for my draw in order for my draw to be processed.

✓ I understand

Draws take 7–10 business days once all required documentation is provided. A delay in receiving the required documents outlined in the guidelines will delay the funding of my draw.

✓ I understand

Reimbursement amount approved is based on work found to be completed at inspection, not necessarily amount requested.

✓ I understand

The amount I request per line item may not exceed the amount on the approved Scope of Work. If my Scope of Work budget has changed, I will email finance@capstonefi.com before submitting. Any amount requested above what was approved will be reduced to the approved amount; excess should be allocated to contingency if applicable.

✓ I understand

My property taxes and insurance are paid current. I understand both will be verified, and if either is unpaid my draw funding will be delayed.

✓ I understand

⚠️ By submitting you confirm all information is accurate. Proof of payment must show paid in full. No partial payments will be granted.

✓

Draw Request Submitted!

Your draw request has been submitted successfully. Capstone Financial will review your request and follow up shortly.

Please retain copies of all uploaded documents for your records.

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