Case Study: Blueprint Capital streamlines lending, saves $150,000 and keeps projects on schedule with Claris (FileMaker Platform)

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Preview of the Blueprint Capital Case Study

Blueprint Capital - Customer Case Study

Blueprint Capital, a leading Seattle residential construction lender, needed a better way to manage inspections, loan draws and project progress across multiple job sites. With much of the work happening in the field, the company struggled with paper files, duplicate effort and delays that threatened schedules and cash flow.

They built "Blueprint Connect," a paperless loan-administration and project-management system using the FileMaker Platform for iOS (FileMaker Go on iPad) synced to FileMaker Pro with GoZync and general ledger integration. Inspectors and managers get instant project data, automated draw calculations and unified loan documents—allowing Blueprint to handle 150 projects per year and a $70M portfolio without hiring two extra staff, saving about $150,000 annually.


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Blueprint Capital

Mark Knoll

Co-founder and CEO, Blueprint Capital


Claris

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