AI Disclaimer: AI can make mistakes

Intent Cluster: [Search, Find, Lookup, Help, Support, Profile, Password, Notifications, Settings]

• Landmark: [Top Right Header]
  • Search: Look for the magnifying glass icon on the far right of the top header. It functions as a global lookup for projects, requests, and service orders.
  • Support: Look for the Get Support button in the top right corner. This triggers contact options for lenders or technical support.
  • Chat Support (mobile app): In the TrustPoint mobile app, tap the gear icon at the far right of the bottom tab bar to open Settings, scroll to the Support section near the bottom, and tap Chat with support. The chat opens full-screen with the same support assistant as the web app ("Trustpoint AI Helper"); type in the message box at the bottom of the screen. Tap the back arrow at the top left to close the chat and return to Settings at any time. Links shared in the chat open in your phone's browser. On mobile, chat is reached only from Settings.
  • Notifications: Look for the bell icon in the top right corner. It displays red badges for status updates and draw approvals.
  • Help Center: Look for the question block icon in the top right corner next to the profile initials.
  • User Identity: Look for the initials icon at the absolute top right. Access Personal settings and Organization settings here.
• Logic [Password Reset]: Navigate to initials icon → Security tab → Change password.

Intent Cluster: [add columns, remove columns, add items - table, see more on table, change view, density, compact, gallery view, list view, reset table, refresh, see more rows]

• Landmark: [Far Right of Table Header]
  • Columns: The two-bar icon (parallel horizontal lines). Toggles columns such as Loan #, City, Project type, and Actions.
  • Density: The hamburger icon (three horizontal lines). Selects between Standard, Compact, or Comfortable.
  • View Toggle: The grid or list icons. Toggle between a Gallery view (cards) and a Table view (list).
  • Reset: The circular arrow icon. Reverts all table filters and column settings to the default view.
• Landmark: [Top of Table]
  • Filters: Use dropdowns for Project status, Project type, Loan type, and Lender.
  • Saved Views: Access the Saved filters menu to apply custom-built queue views.
• Lender Column: For borrowers working with more than one lender, a Lender column appears at the far right of the Projects table (before the Actions column), showing which lender each project belongs to.
• Landmark: [Bottom Right Corner]
  • Pagination: Change rows per page to 50, 75, or 100.

Intent Cluster: [request money, start draw, upload invoice, budget, schedule of values, line items, finish request]

• Location: [Project Detail Page]
  • Overview Tab: Contains the San Jose Map (top left), Property structure, and AI Summary.
  • Budget Tab: Displays all Hard costs and Soft costs line items.
  • Requests Tab: Historical log of all submitted, approved, or rejected draws.
• Workflow [Add Request]:
  1. Click the Add request button (green button) at the top right of the project page.
  2. Select New draw or Change.
  3. Click Next on the "Start your request" pop-up.
  4. Click the Enter amounts button at the top right of the request modal.
  5. Input dollar values into the Requested draw column.
  6. Attach files using the Upload documents button (supports My Device or Camera).
  7. Landmark: [Bottom Right Corner] — Click the green Submit button to finalize.
• Mobile Photo/Media Step (conditional): When submitting a draw request from the TrustPoint mobile app, borrowers only see a photo/media upload step if the project has mobile media submission enabled by the lender. If it's off, this step is skipped and the draw can be submitted without photos. If it's on and line items are selected for the draw, media must be uploaded as proof of work before the draw can be submitted.
• Minimum Photos & Videos Per Line Item (mobile): Your lender may require a minimum number of photos and videos for each line item you request funds for. In the TrustPoint mobile app, the requirement appears on the Media step (step 2 in the progress bar across the top, between Amounts and Policies) under the Upload proof of work heading, for example "Your lender requires at least 2 photos and 1 video per requested line item." Each line item card shows a live count such as "1 of 2 photos · 0 of 1 video". While any line item is short, a message above the Continue to Policies button at the bottom of the screen says how many line items need more media, and you can't continue. When every requested line item meets the minimum, the notice turns green and you can tap Continue to Policies. After the draw is submitted, the requirement shows as completed in the project's Policies checklist on mobile and web.
• Live Photos Required (web): If your lender requires live photos on a project, photos can't be uploaded from the web while submitting a draw request. Opening a line item's Photos tab in the side panel on the right shows, at the bottom of the panel, "This project requires live photos. Capture them in the TrustPointAI mobile app." with App Store and Google Play buttons. Required photo items on the submission checklist show the same prompt instead of an upload button. Documents can still be uploaded from the web, and the project Photos page stays available.
• Live Photos Required (mobile): If your lender requires live photos and videos on a project, the photo library button in the TrustPoint mobile app's camera screen stays visible but dimmed. Tapping it opens a Why live photos only? sheet from the bottom of the screen instead of your photo library. It explains that live capture records when and where each photo or video was taken, so it is marked TrustPointAI verified, while library media can't be verified and isn't accepted for that project. Tap the dark green Got it button at the bottom of the sheet to return to the camera.
• Banking Information Step: If your lender requires bank details for a draw, the Submit Draw checklist includes a banking row (for example "Banking information for disbursement"). Click the chevron at the far right of that row to expand it. Choose Use existing banking information to pick a saved account from the Saved banking information dropdown, or Enter new banking information to fill in Account holder name, Bank name, Account number, Routing number (9 digits), and Account type. Under This routing number is for, select ACH, Wire, or Both. Nothing is preselected, and the dark green Done button at the bottom left of the section stays disabled until you choose. The choice is saved with that account, so a saved account that already has a routing number type won't ask again. For new details, check the confirmation box above Done: "I confirm the bank account details provided are accurate and authorized for this draw disbursement. I acknowledge and accept the inherent risks associated with sharing financial details online."
• Start with your documents (AI draw import): On the Submit Draw page, the Start with your documents panel (below the Loan conditions box) lets you upload the documents you're using for the draw so TrustPointAI can read them, match line items, and fill in requested amounts for you to review. While files are processed, a progress card shows a headline with the overall count (e.g. "Reading 2 files · 1 of 2 done") and a progress bar, with one row per file showing its current step (uploading, received, waiting to start, reading, saving) and "Read" with a check mark when finished. You can collapse the panel with the arrow at its top right or reload the page; reading keeps running in the background and the progress comes back where it was. Below the card, Review documents (step 1) and Update draw (step 2) guide you through checking the matches before anything on the draw changes.

Intent Cluster: [empty table, missing projects, can't click submit, upload failed, no results]

• Symptom: Table is empty - Direction: Click the circular arrow icon (far right of table header) to reset stuck filters.
• Symptom: Submit button grayed out - Direction: Check the Policies tab. Ensure all mandatory documentation is uploaded or a "Skip" reason is selected.
• Symptom: Rows are too large - Direction: Click the hamburger icon (far right of table header) and select Compact.

Format: Always lead with the visual icon description. Assume the user is currently looking at the screen. Use directional landmarks like far right or top left. [cite: 21-1142] Describe only one step at a time.