Help Center & Compliance Guide

Frequently Asked Questions

Everything you need to know about zero server-side data retention, local vaults, statutory lien waiver compliance, and draw audits.

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You can audit up to four types of documents in our Unified 4-Way Engine: 1. Statutory Lien Waiver (Strictly Required) 2. Subcontractor Invoice (Optional) 3. AIA G702/G703 Pay Application (Optional) 4. ACORD 25 Certificate of Insurance (COI) (Optional) You must include the Waiver plus at least ONE supporting document (Invoice, AIA, or COI). You can upload them together in one packet or separately in dedicated dropzones.

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Our construction compliance support team is here to assist with enterprise deployments, statutory questions, or custom lender requirements.