Universal vault
Documents
Enter information once. Reuse it everywhere — every lender packet is assembled from these records.
Current
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Expiring Soon
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2
Expired
1
QuickBooks Online
Connected (mock) · last sync Today, 6:04 AM
P&LBalance SheetCashAPARDebtJob costsHistorical financials
Reports sourced here refresh automatically — the vault always serves lenders the newest version.
Buildertrend
Connected (mock) · last sync Today, 6:11 AM
Project budgetActual costsCommitted costsChange ordersPurchase ordersCompletion %ScheduleJob reports
Reports sourced here refresh automatically — the vault always serves lenders the newest version.
2026 YTD Profit & Loss
Company Financials · v14
SourceQuickBooks
Last refreshedToday
Required by6 banks
Gulf CoastHancockDelta FirstRiverbend+2
Company Balance Sheet
Company Financials · v14
SourceQuickBooks
Last refreshedToday
Required by6 banks
Gulf CoastHancockDelta FirstRiverbend+2
Personal Financial Statement
Guarantor · v3
SourceManual Upload
Last refreshedMay 15
ExpiresAug 15
Required by6 banks
Gulf CoastHancockDelta FirstRiverbend+2
2025 Federal Tax Return – Company
Tax · v1
SourceManual Upload
Last refreshedApr 2
Required by4 banks
Gulf CoastHancockRiverbendMagnolia State
2025 Federal Tax Return – Guarantor
Tax · v1
SourceManual Upload
Last refreshedApr 2
Required by3 banks
Gulf CoastHancockMagnolia State
General Liability Insurance Certificate
Insurance · v6
SourceThird Party
Last refreshedSep 1
ExpiresSep 1
Required by6 banks
Gulf CoastHancockDelta FirstRiverbend+2
Builders Risk Policy – Portfolio
Insurance · v4
SourceThird Party
Last refreshedJan 12
ExpiresJan 12
Required by6 banks
Used on6 projects
Gulf CoastHancockDelta FirstRiverbend+2
Louisiana Builder License
Entity · v2
SourceManual Upload
Last refreshedFeb 20
ExpiresFeb 20
Required by5 banks
Gulf CoastHancockDelta FirstMagnolia State+1
Operating Agreement – Meridian Build LLC
Entity · v1
SourceManual Upload
Last refreshedJun 30
Required by6 banks
Gulf CoastHancockDelta FirstRiverbend+2
Sources & Uses – 892 Magnolia
Project · v2
SourceManual Upload
Last refreshedJul 28
Required by1 banks
Used on1 projects
Magnolia State
Job Cost Report – All Projects
Project · auto
SourceBuildertrend
Last refreshedToday
Required by2 banks
Used on16 projects
HancockMagnolia State
Construction Schedule Export
Project · auto
SourceBuildertrend
Last refreshedJul 6
Required by3 banks
Used on16 projects
HancockMagnolia StateGulf Coast
Appraisal – 3812 Lake Terrace
Project · v1
SourceThird Party
Last refreshedJun 19
Required by1 banks
Used on1 projects
Riverbend
AR / AP Aging Summary
Company Financials · v14
SourceQuickBooks
Last refreshedToday
Required by2 banks
HancockMagnolia State
Debt Schedule
Company Financials · v11
SourceQuickBooks
Last refreshedJun 30
Required by6 banks
Gulf CoastHancockDelta FirstRiverbend+2
Guarantor Schedule of Real Estate Owned
Guarantor · v2
SourceManual Upload
Last refreshedJul 30
ExpiresJul 30
Required by2 banks
Magnolia StateHancock