Reconciled nightly against bank feeds

Loan Reconciliation & Open Commitments

Every loan's book balance proved against the lender's balance, and every contract balance proved against reality.

2 variance exceptions
Total Loan Balance (Book)
$4.04M
8 construction loans
Total Commitment
$6.86M
Approved loan capacity
Unreconciled Variance
$9,680
Requires research before close
Stale Commitments
$3,500
3 contracts with no recent activity

Loan Reconciliation

Beginning balance + draws + interest + fees − payments = book balance, proved to the bank

Project / BankBeginningDrawsInterestFeesPaymentsBookBankVariance
124 Oak Street
Gulf Coast Bank
$402,000$186,000$9,120$1,500($23,000)$575,620$584,040$8,420
714 Pine Street
Hancock Whitney
$361,000$108,000$6,240$0($15,000)$460,240$460,240
892 Magnolia Ave
Magnolia State Bank
$168,000$96,000$3,180$750($8,000)$259,930$259,930
931 Pine Hollow
Hancock Whitney
$448,000$122,000$7,940$0($24,000)$553,940$552,680-$1,260
55 Heron Point
Gulf Coast Bank
$289,000$98,000$5,120$0($12,000)$380,120$380,120
2201 Cypress Bend
Delta First Bank
$401,000$62,000$4,610$0($18,000)$449,610$449,610
6 Live Oak Lane
Riverbend Bank
$662,000$118,000$9,880$900($26,000)$764,780$764,780
2840 Belle Chasse
Riverbend Bank
$512,000$96,000$7,120$0($20,000)$595,120$595,120
124 Oak Street$8,420 bank higher than book
Likely an inspection fee or interest capitalization posted by the bank that has not been booked.
931 Pine Hollow$1,260 book higher than bank
Likely a draw booked at request amount rather than the funded amount. Compare the funding advice to the entry.

Loan Capacity Utilization

How much of each commitment has been drawn

124 Oak Street · Gulf Coast Bank$575,620 of $1,050,000 · $474K available
714 Pine Street · Hancock Whitney$460,240 of $730,000 · $270K available
892 Magnolia Ave · Magnolia State Bank$259,930 of $1,150,000 · $890K available
931 Pine Hollow · Hancock Whitney$553,940 of $780,000 · $226K available
55 Heron Point · Gulf Coast Bank$380,120 of $860,000 · $480K available
2201 Cypress Bend · Delta First Bank$449,610 of $520,000 · $70K available
6 Live Oak Lane · Riverbend Bank$764,780 of $940,000 · $175K available
2840 Belle Chasse · Riverbend Bank$595,120 of $830,000 · $235K available

Open Commitments

Contract balances still open — stale ones distort job cost and hide real margin

VendorProjectContractPaidRemainingProject stateLast activityAction
ABC Framing19 Chestnut Row$110,000$108,000$2,000CompleteJun 12, 2026Close out
Bayou Concrete2201 Cypress Bend$84,000$83,400$600Punch listJul 02, 2026Close out
Crescent Roofing6 Live Oak Lane$76,000$61,000$15,000ActiveAug 09, 2026Monitor
Gulf HVAC Services714 Pine Street$74,000$78,200-$4,200ActiveAug 11, 2026Overbilled — research
Heritage Millwork2840 Belle Chasse$96,000$71,000$25,000ActiveAug 12, 2026Monitor
Northshore Landscaping417 Willow Run$42,000$41,100$900CompleteMay 28, 2026Close out
Lakeview Drywall55 Heron Point$132,000$88,600$43,400ActiveAug 13, 2026Monitor

3 stale commitments hold $3,500 of phantom cost. 1 vendor is billed over contract and needs a change order or credit before the next release.