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Real Estate AI agent · Draw packages

Construction Draw Administration AI Agent

Square the continuation sheet against the period's work, match the waivers on file to who was actually paid, and run the response clock the governing state sets — the officer certifies, not the agent.

Typical delivery
4–6 weeks
Deployment
Your stack
Officer signs
Package only
After launch
Agent Care

What this agent does

Builds the package, not the certification

In

  1. 01

    A period closes, and the schedule of values is pulled from supported project-accounting, ERP or spreadsheet sources.

  2. 02

    A change order executes, and the contract sum as adjusted is rebuilt from it rather than carried forward as a plug.

Reason

  1. 03

    A line is billed, and its retainage and stored-materials positions are carried with the evidence behind each one.

  2. 04

    A waiver arrives, and it is matched to a payee on the prior application, at a tier, for an amount, through a date.

  3. 05

    A form is prescribed, and the waiver is read against California's under Cal. Civ. Code §8132 or Texas's under §53.284.

Decide

  1. 06

    A clock starts under New York GBL §756-a, Massachusetts §29E or California §8800 — not under the contract.

  2. 07

    A package completes, and it goes to the officer who will sign it and have it notarised.

Out

  1. 08

    A draw is retained as a dated version, beside the waivers behind it and what the certifying officer was shown.

  2. 09

    A write action runs only inside the approval boundaries agreed during implementation.

Product statement

The agent assembles and reconciles the package; the contractor's officer certifies it, and the architect issues the Certificate for Payment.

Example workflow

One draw, period to signature

  1. 1Period closedSchedule of values, change orders, waivers and inspection reports
  2. 2Package assembledLine items, waivers, retainage and title currency, each with its named source
  3. 3Exceptions draftedContinuation sheet, waiver matrix, open conditions and confidence
  4. 4Controls appliedSum-as-adjusted checks, waiver-match tests, state form and clock rules, and confidence threshold

No human action required

Stages 1 to 4 run unaided, and nothing is certified at any of them — after a sworn application is funded, a correction contradicts a notarised one, so the officer lane opens at the gate.

5DecisionBranches at the confidence threshold
High confidence

Goes to the certifying officer.

Low confidence

Adds a contract-administration read first.

Officer review

The package is held with its waiver matrix, its open conditions and the confidence.

Approve · Amend · Send to contract review

Approved — released for signature

  1. 6Project accounting updatedOnly where write access and approval policy allow it
  2. 7Outcome evaluatedAmendment distance, exception outcomes, certified-versus-applied variance and post-draw corrections

Amendments

Each officer amendment is counted in the evaluation.

What should not run autonomously

Human approval stays in control

Outside the boundary — human approval required

8 items

  • Certifying the Application for Payment before a notary.
    • Issuing the Certificate for Payment — the architect.
    • Deciding the amount certified, which the architect may vary.
    • Generating, completing or signing a lien waiver.

  • Automation boundary

    Agent acts unaided

    • ✓Square the continuation sheet to the contract sum as adjusted.
    • ✓Match each waiver on file to a payee, tier, amount and date.
    • ✓Track the retainage, stored-materials and title-currency positions.
    • ✓Compute the response clock that state sets, and escalate it.

    Any write happens inside the boundaries agreed at implementation, never ahead of a certification.

    • Issuing the owner's written disapproval, or withholding.
    • Opining that a waiver is enforceable or that title is clear.
    • Releasing retainage, or clearing a funding condition.
  • Changes to waiver, clock or approval rules.

Example output

One line on the draw, annotated

Everything the agent assembles is attached to the document it was drawn from.

Draw package output · single line item

Illustrative example
Trade
Drywall subcontractor
Open exception
Paid on the prior application with no waiver covering it
Days since payment
31 days
Source of record
Prior application, certified
Confidence
88%
Signer of record
Certifying officer, named on the draw

As received

Taken from the prior application and the waiver file — nothing on this side is written by the agent.

Source facts used

  • Prior application
  • Waiver file, by tier
  • Payment register

Why this is open

The certification asserts payment for work previously certified — the G702 second limb.

What the score decides

Below the configured threshold the line picks up a contract-administration read before the officer sees it.

Action

ApproveAmendSend to contract review

Value

Where AI adds value

The same four claims, placed at the point in the workflow where each one applies.

Where the value lands

Value 01 – 04

Every draw

From the project record

03Assembly

Reconcile one month of one job

Line items are set against the contract sum as adjusted — one month of one job, not a rent roll or an operating statement.

01Approved path

Silence is not withholding

New York gives twelve business days, and a decline must name the items not approved — GBL §756-a.

02Human review

Deemed approved, or priced

Massachusetts deems an unanswered application approved — M.G.L. c. 149 §29E; SJC-13819, 26 June 2026, put payment before defences. California prices delay — §8800.

04

Build an evidence trail

The line, the waiver that matches it and the officer who certified stay on the draw.

Integrations

Typical integrations

Five system groups connect to the same agent. Which of them are in scope is decided in discovery.

  • Project accounting

    • Sage 300 CRE
    • Viewpoint
    • CMiC
    • Foundation

  • Project management

    • Procore
    • Autodesk Build
    • Kahua
    • e-Builder

  • Draw and waiver systems

    • Textura
    • GCPay
    • Levelset
    • Siteline

Agent

Construction draw administration

  • Reads the record
  • Builds the package
  • Holds for signature

  • Lender and title

    • Built
    • Land Gorilla
    • Title and inspection portals

  • Observability & evaluation

    • OpenTelemetry
    • Langfuse
    • Supported monitoring/evaluation sources

Integration availability depends on the client's existing systems and API access.

Agent controls

Six layers between the model and the certification

Six gates in order, widest first. What passes every one appears in the map beneath this.

L6 · Outermost — last line of defence

Inward → L1 · closest to the model

L6Rollback / safe modePull back to package assembly when evaluation or production signals degrade.Roll back
L5Version monitoringTrack model, prompt, waiver-rule and state-configuration changes.Track
L4TraceabilityRecord the line items, the waivers, the open conditions and the approval time.Record
L3Officer approvalHold the package for the named certifying officer; it governs release, not whether the certification is true once sworn.Gate
L2Policy guardrailsTest the package against the configured waiver-form, retainage and clock rules; a failure returns it, and a tier never seen is not a failure.Restrict
L1Confidence thresholdsRoute low-confidence lines to a contract-administration read before the officer sees them.Require review
Model corePackage assembled — continuation sheet, waiver matrix, open conditions and confidence
L1 – L2
Test whether the package may stand
L3
Puts the release in the hands of an officer
L4 – L5
Keep the line and the waiver behind it
L6
Narrows to draw-package assembly when signals degrade

How Nestack evaluates it

Evaluate the assembly workflow — not only the finished application.

Coverage runs the whole depth of the workflow, and every layer is cut by slice.

Surface — the package the officer signs

  1. E1Final-output evaluationDid every line trace to the document behind it?
  2. E2Step-level evaluationDid the agent use the right contract sum, state rules and project configuration?
  3. E3Tool evaluationDid it read and write the correct project and the correct period?
  4. E4Confidence calibrationDo low-confidence lines actually attract more officer amendments?
  5. E5Slice evaluationHow does performance change across specific trades and project types?
  6. E6Business outcomeHow many lines were amended, or corrected after the draw was funded?

Floor — the outcome the contractor answers for

Failure modes

Where each failure originates in the agent

Seven failure modes, set at the stage where each one first appears.

Agent lifecycle

Direction of processing →

  1. 01 · Retrieval

    1 mode

    • FG-03

      Superseded contract sum

      A change order executed after the last draw is missing.

    Stage gathers

    Values, change orders, waivers and inspection reports

  2. 02 · Reasoning

    2 modes

    • FG-04

      Unreconciled percentage jump

      A line moves further than the inspection describes.

    • FG-06

      Non-conforming waiver form

      A national template is used on a form state.

    Stage proposes

    Continuation sheet, waiver matrix and confidence

  3. 03 · Tool / write

    2 modes

    • FG-02

      Clock started on the invoice

      The last required document arrived later.

    • FG-05

      Exception aged as pending

      A missing waiver rolls forward, never escalated.

    Stage writes

    Only where write access and approval policy allow it

  4. 04 · Output

    1 mode

    • FG-01

      Condition read as satisfied

      A title date-down predates the advance it covers.

    Stage returns

    The draw package the certifying officer signs

  5. 05 · Change / Version

    1 mode

    • FG-07

      Silent waiver-rule drift

      A model or rule change alters what reads as matched.

    Stage tracks

    Model, prompt, waiver rules and state config

  • Sev-1 · a wrong package reaches a signature
  • Sev-2 · an unmatched waiver reaches the file
  • Sev-3 · source degrades, line goes to review
See the complete Real Estate failure-mode catalogue

Affected slices

A clean project total can hide one trade

A project-level waiver-match rate can read as complete while a few trades carry most of the returned lines. Nestack reports the return rate by trade, not only in total.

Slice performance — reported separately, not only in aggregate

Illustrative example
SliceFailure rateLiftLift vs. thresholdStatus
Multi-tier subcontract trades9.8%3.7×Review
Stored-materials line items7.0%2.6×Review
Change-order-heavy scopes4.8%1.8×Watch
Single-tier fixed-scope trades2.2%0.8×Normal

Bar: return-rate lift vs. single-tier fixed-scope baseline · scale 0–4.0× · tick marks the 2.0× review threshold

2 of 4 slices over threshold

Evidence-linked improvement

A cycle ends with one more test

A cycle is done when the unmatched waiver has become a case the next release must pass. That suite is what the next draw built is measured against.

Improvement cycle · five stages

Switchback — the path turns at Improve and returns at Learn

  1. 01

    Detect

    Waiver-match return rate rises for one trade.

  2. 02

    Diagnose

    The signature on a waiver from a sub who was never paid is read back until the cause narrows to one.

  3. 03

    Improve

    Number the change; the draws that drove it are filed under it.

  4. 04

    Verify

    Each touched draw case is run once more, and one red holds it back.

  5. 05

    Learn

    It stays as a standing test, and the waiver rules move with it.

  6. Learn → Detect

    The return edge. The next draw runs against a suite one case longer.

Typical build scope

Twelve workstreams across six weeks

The build scope read against the delivery timeline. Week structure follows the six-week plan — discovery, sources, draw workflow, evaluation, integration, then production validation and handover.

Workstream

Week 1Week 2Week 3Week 4Week 5Week 6

  1. 01Draw-cycle workflow discovery and boundary mapping.Week 1
  2. 02Project-accounting source assessment.Week 1, Week 2
  3. 03Waiver-form, retainage and response-clock mapping.Week 1, Week 2
  4. 04Value and change-order ingestion.Week 2
  5. 05Package assembly and source binding.Week 2, Week 3
  6. 06Confidence scoring and exception routing.Week 3
  7. 07Officer review workflow.Week 3, Week 4
  8. 08Project and lender-system integration.Week 5
  9. 09Waiver and retainage cases.Week 4, Week 5
  10. 10Guardrails and certification controls.Week 4
  11. 11Draw-trail instrumentation.Week 5, Week 6
  12. 12Deployment, documentation and Agent Care handover.Week 6

12 workstreams · 6 weeks · bar shows the weeks a workstream is active — several run in parallel

Final scope and sequence confirmed in discovery

Engagement tiers

What each tier includes

Rows are the capabilities named in each tier's scope. Higher tiers include everything below them.

Capability✓ in scope · — not at this tierPilotOne project, one stateProductionProduction project systemsAdvancedMultiple projects / states
Introduced at Pilot
Package assembly and reconciliation✓✓✓
Officer approval✓✓✓
Waiver-match baseline✓✓✓
Introduced at Production
Reporting by trade—✓✓
Exception workflow in your systems—✓✓
Approved write-back—✓✓
Accounting-system integration—✓✓
Introduced at Advanced
Multi-state waiver and clock rules——✓
Multi-stage draw approvals——✓
High draw volume——✓
Multi-project draw controls——✓
Build priceFrom $5,000From $8,000Custom quote
Final build price
Confirmed after discovery based on integrations, workflow complexity, transaction volume, approval controls and deployment requirements.
Separate from build
Build pricing is separate from recurring Agent Care, which covers managed monitoring, evaluations, incidents and verified improvements after launch.

What we need from you

What you bring, and what we build with it

Each input maps to a piece of build scope and a week in the delivery timeline.

  1. 01Your schedule of values and contract documents

    Value and change-order ingestion and reconciliation

    Week 1

  2. 02Representative prior draw packages

    Package assembly baseline and waiver matching

    Week 2

  3. 03Your waiver forms and the states you build in

    Waiver-form and response-clock mapping, and the automation boundary

    Week 1

  4. 04Access to relevant APIs, feeds or exports

    Project-accounting and lender assessment, then integration setup

    Week 2

  5. 05Draws you would not want re-papered

    Response cases and failure-mode testing

    Week 4

  6. 06What no certificate may rest on

    Confidence scoring, exception routing, guardrails and certification controls

    Week 3

  7. 07Named certifying officers to review the package

    Officer review workflow, then pilot and production validation

    Weeks 5–6

Nothing else is required

Deployment, documentation and Agent Care handover are ours.

Delivery timeline

Four phases across six weeks

Band width here comes from elapsed time rather than from layout, so week five doubles up honestly.

Phase

W1

W2

W3

W4

W5

W6

  1. DiscoveryW1
  2. BuildW2 – W3
  3. EvaluateW4 – W5
  4. Pilot & LaunchW5 – W6

Week focus

W1Draw workflow discovery, rule mapping and the automation boundary

W2Source integration and the reconciliation baseline

W3Assembly workflow, confidence logic and certification controls

W4Evaluation suite, waiver-form checks and failure-mode testing

W5Lender and title integration, a pilot draw and targeted corrections

W6One draw cycle run under the project executive, then Agent Care handover

Reading the band
A bar spans only the weeks its own work is named in. The week 5 overlap is real, not padding.
At the end of W6
When the draw package validates, Agent Care takes the agent on.
Duration
Six-week plan shown · typical delivery 4–6 weeks depending on scope confirmed in discovery.

Next step · Real Estate AI agent

Build the draw package around the clock the statute runs, not the one the contract does.

Construction draw volume is contracting; what rides on each package is not. Show us your schedule of values, your waiver file and the states you build in, and we will set the automation boundary and name the officer who certifies.

Typical delivery
4–6 weeks
Deployment
Your project systems
Officer signs
Package only
After launch
Agent Care available

Nestack Agents · Construction draw administration

AGT-RE-15 · Agent Care available after launch

Build a draw-package agent

Four questions so the call starts from your actual setup — then pick a time that suits you.

About you
Your draws

No obligation. We’ll map the workflow, name the automation boundary and tell you if an agent is the wrong answer.