Built Logic

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Monitoring surveyor's monthly visit to lender report

We take off your hands: briefing each site visit, checking the drawdown line by line, updating cost to complete and writing the monthly monitoring report.

You get: a visit briefing, the drawdown checked against cost plan and invoices, a draft report for your reviewer to sign off and one live view for each lender.

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The problem

Every month end we have a dozen monitoring reports due and the lenders want them yesterday.

How the steps join up

It starts when: the borrower submits a monthly drawdown request on a scheme you monitor for a lender.

  1. Prepare a one-page briefing for each site visit from the job's open items and latest claims

  2. Carry the defects and observations tracker from visit to visit and close items with evidence

  3. Compare each programme update with the baseline and explain slippage

  4. Track cost to complete and contingency on every monitored scheme

  5. Check a drawdown request against the budget, invoices and progress

    Your team checks and decides at this step.

  6. Draft the monthly monitoring report from the site visit, drawdown request and cost records

  7. Check reports before peer review, route them and record who signed off

    Your team checks and decides at this step.

  8. Give each lender client one live view of every scheme the practice monitors for them

One more step, which a call confirms.

What you end up with: The surveyor visits briefed, observations carry from visit to visit, programme and cost to complete are updated, the drawdown is checked line by line, the report is drafted, reviewed and issued, and the lender sees all its schemes in one view.

Who signs it off: Your monitoring surveyor makes the recommendation, a reviewer signs off and the lender releases the funds.

What it needs to work

  • A set-up cost-to-complete tracker
  • Monthly drawdown packs from the borrower

If those aren’t in place yet, you’ll hear that before anything gets built.

Who it’s for

  • Surveyors and cost consultants

Where this joins up

What would this cost for your team?

Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.

Get a price for this

Or check first: Are we ready for AI?