You monitor the job for the lender

You stand behind the figure the lender releases on

Somebody has to say how much of the facility should be released this month, and stand behind that figure when the money moves. The measurement is the same one the job runs on; the document is a recommendation, and it goes to a reader who was never on site.

The recommendation prints from the record: schedule, visits, photographs, documents
Facility terms entered once from the agreement, never assumed
Costs outside the facility kept apart, so the drawable sum stays clean

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Facility monitor

Tranche 3 drawdown recommendation

Lender-approved budget£1,450,000

Drawn to date£884,000

This tranche£186,000

Retention held on tranche(£9,300)

Recommended for release£176,700

Every figure on the recommendation traces to a line in the record: the schedule, a visit, a photograph, a document. That is what standing behind the figure means.

The facility

The terms come from the facility agreement

The ceiling, the lender’s profit rate and the retention on each tranche are entered once, from the agreement itself.

Facility ceiling entered as the net drawable sum
Lender profit accrued per month, simple, at the rate the agreement states
Retention held as a percentage of each tranche’s actual cost, released at practical completion

Facility monitor

Facility terms

Facility ceiling, net drawable£1,450,000

Purchase drawn from facility£620,000

Lender profit, % per month0.85%

Retention, % of tranche cost5%

Headroom today£318,400

The amber light below the schedule is the headroom check: when the remaining cost to complete presses against what is left to draw, the screen says so before the money does.

The evidence

A site visit is evidence, or it is a trip

Each visit is recorded against the tranche it supports, and the photographs are filed to that tranche rather than to a folder nobody reopens.

Site visits logged with date and findings, per tranche
Photographs assigned to the tranche they evidence
Documents saved with the record the lender will ask for

Facility monitor

Site visits

Visit 4 · 22 Aug 2026tranche 3

Photographs filed12

Documents saved6

Visits on the record4

The drawdown recommendation prints the photographs assigned to ITS tranche - the reader was never on site, so the evidence travels with the figure.

The lender's answer

The lender approves or queries the tranche online

The lender answers the recommendation on its own screen: approve the tranche, or query it.

The lender enters the amount it approves and its name, with a reason if it is less than recommended
Once approved the lender cannot change it, and the surveyor can
Each tranche moves through requested, assessed, approved and paid

Facility monitor

Tranche 3 · lender

Recommended for release£176,700

Amount you approve£176,700

Approved bythe lender, by name

Tranche statusApproved

Seven reports print from the record: initial appraisal, tranche drawdown recommendation, pre-drawdown report, cost to complete, progress report, early warning and final report.

The borrower's side

The borrower sends the evidence the conditions ask for

Conditions precedent sit against each tranche, and the borrower sees what is needed from them on their own view.

The borrower uploads evidence against a condition and answers questions from the monitoring surveyor
You accept and close the condition, or ask for more
Every condition shows where it stands: open, evidence sent, or more information requested

Facility monitor

Tranche 3 · conditions precedent

ConditionStatus

Building control sign-offevidence sent

Updated cost to completeopen

Insurance certificatemore information requested

Conditions closed4 of 7

Facility terms can be read from the term sheet or facility letter as a PDF: QScope proposes the figures and nothing is written until you tick them and apply.

See it running before you sign up

You are applying

You put the figure in, and it comes back cut

You value what was built, submit it, and defend the variations that came back priced at nothing. The difference between the two figures is yours to argue for.

Applying for payment

the same measurement

You are certifying

You take the figure out, and you answer for it

You value the same work from the other chair, issue the certificate, and account for every line you removed. The figure has to hold when somebody asks how you got there.

Certifying payment

You are doing both

There is no quantity surveyor, so it is you

You measure it, you apply for it and you chase it, between site visits, with nobody to hand it to. The dates run whether or not anyone is watching them.

Doing both yourself

You are reporting

You report on a job to the lender funding it

Somebody has to say how much of the facility should be released this month, and stand behind the figure when the money moves. The reader of that document was never on site.

You are here

The client, the architect and the tenderer are not on this list. They are the people you let in on a link: they see the one document you sent them, answer it, and that answer is written into the record. No account, no licence, no charge, on every plan.

FAQs

Straight answers on what the monitor mode holds, and what stays your judgement.

No. It keeps the record and prints the recommendation; the professional judgement and the signature are yours. The tool holds the terms, the schedule, the visits and the evidence so the figure you stand behind is traceable.

From the facility agreement, entered once: the net drawable ceiling, the lender profit rate per month, and the retention percentage held on each tranche's actual cost. Nothing is assumed.

Costs outside the facility are recorded in their own list, so the drawable sum and the recommendation stay clean of money the lender is not funding.

The retention held on the tranches is released, and its release date shows on the lender's retention tile. The record stays on the project: every tranche, every visit, every photograph.

From the blog

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