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.
- 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
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. DealForge bakes those needs in instead of forcing you to bend a generic kanban board around them.
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 task templates across every rehab.
Capital partners
Read-only dashboards so investors don't text you for updates.
How it works
- Step 1
Convert the budget to a schedule
Tasks generated from trade line items with sensible dependencies.
- Step 2
Set the draw schedule
Lender milestones with required photos and inspections.
- Step 3
Execute and log
Mark complete, snap photos, write contractor notes.
- Step 4
Reconcile
Draws and expenses post to the ledger; variance flagged in real time.
Project tracking options
| Option | Investor-fit | Lender draws | Cost |
|---|---|---|---|
| Trello / Asana | Generic | No | Low |
| Buildertrend | GC-focused | Limited | High |
| DealForge | Investor-native | First-class | Mid |
Frequently asked questions
What does the project management module include?
A Gantt schedule of trade tasks, 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 task status without seeing the financials.
Does it replace Buildertrend or CoConstruct?
DealForge focuses on investor-grade project tracking — schedule, draws, ledger, photos. Full-fledged GC platforms have deeper sub-management and accounting integrations; DealForge stays lean and integrates with QuickBooks via export.
Related features
Invite-only beta
Run every deal through one operating system.
Stop juggling spreadsheets, PDFs, and group chats. Join the waitlist and we'll send your invite in the next wave.