Construction Loan Reporting: Key Takeaways from Built’s Reporting & Analytics Webinar

In today’s construction lending environment, access to real-time reporting isn’t a luxury—it’s a necessity. For lenders managing complex portfolios, the ability to monitor risk, customize reports, and respond quickly to portfolio changes has become mission-critical.

In a recent webinar, Built’s Sam Tyagi (Director of Product) and Chris Radebaugh (Senior Solutions Engineer) gave a comprehensive walkthrough of the Reporting & Analytics Module. Whether you’re new to Built or looking to level up your reporting capabilities, here are the most important takeaways on how to make Construction Loan Reporting work harder for you.

Built’s platform offers enterprise-grade reporting for lenders of all sizes. Here’s how the module unlocks smarter Construction Loan Reporting:

With Built’s self-service reporting & analytics toolkit, you can:

• Copy and modify any of Built’s default dashboards
• Build entirely custom dashboards from scratch
• Filter and drill down by project, borrower, builder, or geograph

Users can schedule reports to send to internal or external stakeholders daily, weekly, or monthly. You can even set email alerts triggered by specific data changes—like low interest reserves, upcoming maturities, or overfunded loans.

The module includes daily snapshot tables, meaning you don’t just see what’s happening now—you can analyze what changed and when. This enables trend tracking and risk forecasting.

The Reporting & Analytics module includes powerful dashboards that give construction lenders a full view of their portfolios, here are four examples you’ll get access to:

This is your executive-level overview. It highlights risk at a glance:

• Projects that are stalled
• Overdrawn loans
• Loans nearing maturity
• Interest reserves that are running low

Each metric is clickable, allowing users to drill into the underlying deals. It’s a live pulse-check across your entire book of business.

Get full visibility into your stakeholders—whether they’re borrowers, builders, or third-party inspectors:

• Identify frequent delays tied to specific parties
• Track user engagement across stakeholder base
• Spot upcoming opportunities for renewals or refinancing
• Plan outreach campaigns to borrowers, general contractors, inspectors or other stakeholders
• Spot patterns across your builder or borrower base

Monitor your exposure in real-time:

• Filter by borrower, geography, contractor, loan type, and more
• See exposure by category with automatic aggregation
• Drill down into asset- or deal-level risk in seconds

He also recommends lenders revisit this dashboard monthly or quarterly to stay ahead of shifting risk profiles.

This is the dashboard for day-to-day operations:

• View outstanding draws, pending approvals, and overdue items
• Keep deals moving with clear action items
• Sort tasks by stakeholder, geography, or risk level
• Analyze task/milestone completion performance of external stakeholders such as Borrowers, GCs, inspectors as well as internal stakeholders like loan officers and loan admins

One of the biggest strengths of Built’s analytics engine is its unified data model. That means:

• Every loan—from consumer to commercial construction loans, and stabilized CRE—feeds the same dashboards
• You get a single source of truth across the platform
• Insights are accessible regardless of department or product line

With customizable dashboards, automated alerts, and self-service analytics, you can eliminate bottlenecks and proactively manage risk across your portfolio.