FoundREI

Feature — Project Management

From close of escrow to certificate of occupancy

A Gantt schedule that knows about trades. A draw schedule that talks to your lender. A ledger that reconciles itself. A photo log that documents every milestone. Built for investors who actually swing the project — not for generic SaaS PM.

Inside the feature

What it is

Project management for an investor is fundamentally different from project management for a software team. You're tracking trades against a finite budget, hitting lender milestones for draws, and documenting work for inspections and refinance appraisals. FoundREI bakes those needs in instead of forcing you to bend a generic kanban board around them.

  • Trade-aware Gantt schedule
  • Lender draw schedule and requests
  • Project ledger with budget-vs-actual
  • Time-stamped, milestone-tagged photo log
  • Punch-list with assignee and due date
  • Shareable view for contractors and lenders

From input to outcome

How it works

A clear workflow that keeps every decision attached to the same deal.

  1. STEP 01

    Convert the budget to a schedule

    Scopes generated from trade line items with sensible dependencies.

  2. STEP 02

    Set the draw schedule

    Lender milestones with required photos and inspections.

  3. STEP 03

    Execute and log

    Mark complete, snap photos, write contractor notes.

  4. STEP 04

    Reconcile

    Draws and expenses post to the ledger; variance flagged in real time.

Built for the work

Who it's for

Active flippers

Coordinate two to ten projects without dropping a draw.

BRRRR investors

Hit lender milestones cleanly so refinance closes on schedule.

Project managers

Standardize scope templates across every rehab.

Capital partners

Read-only dashboards so investors don't text you for updates.

Project tracking options

OptionInvestor-fitLender drawsCost
Trello / AsanaGenericNoLow
BuildertrendGC-focusedLimitedHigh
FoundREIInvestor-nativeFirst-classMid

Frequently asked questions

What does the project management module include?

A Gantt schedule of trade scopes, lender draw schedule with requests and approvals, project ledger of all in/out cash, photo log per milestone, and a punch-list. Built specifically for fix-and-flip and BRRRR projects — not generic project management.

How does the lender draw workflow work?

Define the draw schedule when the loan is funded. Mark milestones complete, attach inspection photos, and submit the draw request. The ledger reconciles approved draws against budget automatically.

Is the photo log shareable with lenders?

Yes. Photo logs export as time-stamped, milestone-tagged PDFs that drop directly into a draw request package.

Can contractors update the schedule?

You can grant contractor users limited access — they update scope status without seeing the financials.

Does it replace Buildertrend or CoConstruct?

FoundREI focuses on investor-grade project tracking — schedule, draws, ledger, photos. Full-fledged GC platforms have deeper sub-management and accounting integrations; FoundREI stays lean and integrates with QuickBooks via export.

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