Client Success Office Hours - Project & Organization Settings

This Office Hour focuses on Project & Organization Settings in Built (CLA).

We’ll walk through the most commonly referenced settings at both the organization level (Lender Admin controls) and the project level (Branch Admin) — clarifying what key toggles mean, how they impact draw and inspection workflows, and where configuration decisions affect your broader portfolio.

This session is designed specifically for CLA users and is best suited for Lender Admins and Branch Admins responsible for overseeing system configuration and operational workflows.

If you’ve ever asked, “What does this toggle control?” or “Should this be enabled for our team?” — this session will provide clarity.

Who Should Watch

• Lender Admins (System Administrators)
• Branch Admins overseeing project-level configuration
• Operational leads responsible for draw and inspection workflows

Note: This session is tailored for CLA environments and will not cover CLA+ configuration.

What You’ll Learn

• A guided walkthrough of key organization-level settings and how they impact the entire portfolio
• An overview of project-level configuration options and when adjustments are appropriate
• How draw and inspection settings influence workflow oversight, automation, and approvals
• The role of the Lender Admin in maintaining configuration standards
• Common configuration questions and best practices we see across CLA customers