Disbursal Pro - Construction Loan Disbursing Software

Disbursal Pro Revision History


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  CM Systems Inc.

  1904B E. Meadowmere
  Springfield, MO 65804



CM Systems Inc. - Phone 417-862-5393
CM Systems Inc. - Phone 417-862-5393
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Most recent revisions first


  • Rev 3.1.000 - November 2017


    • New program to aid users when manually notifying vendors about printed checks
    • New built-in email notification for printed checks
      • Auto-attaches Lien Waiver and W-9
        • Only attaches W-9 when applicable
      • Notifications can be placed on hold
      • Can use Gmail as the email provider
      • Can send Carbon Copies to a specific email address
      • Generates 4 separate bodies of email text
        • Has "mail merge" capabilities to make emails more personalized
        • Custom Subject lines for each type of built-in email
        • Automatically combines different subjects into a single email
        • Can automatically append a signature section to all emails
          • Accepts graphics
    • Automated and simplifed process of emailing: Reports, Lien Waivers and W-9s
    • Expanded the delivery information pertaining to each check
    • 4 other improvements
  • Rev 3.0.025 - March 2017


    • Revised and improved User Manual
      • Up-to-date with all Disbursal Pro features
      • Increased cross-references in Index by 12%
      • Added new information and graphics
    • Option to request W-9s from vendors every "x" number of years
    • New button for producing a single "W-9 Request letter"
    • 12 other improvements
  • Rev 3.0.020 - July 2016


    • Revised and improved User Manual
      • Up-to-date with all Disbursal Pro features
      • Improved grammar for easier reading
      • New hyperlinks for faster and easier navigation
      • New hyperlinks in Table of Contents
      • New hyperlinked Index
        • Cross-referenced
        • Answer oriented
      • All new graphic images
        • Optically sharper
        • Up-to-date with all revisions
    • New Batch report
      • Runs up to 10 separate Job reports at once
        • Reports can be output in any order
        • Can be saved as a single PDF or XLS file
    • New ability to derive check amount from invoices total
    • 13 other improvements
  • Rev 3.0.015 - November 2015


    • 5 new improvements
  • Rev 3.0.011 - March 2015


    • New data integrity test
      • For verifying 3-way reconciling data
    • New option to allow users to create and maintain their own Procedures manual
    • 6 other improvements
  • Rev 3.0.010 - December 2014


    • New bank Positive Pay file creation and processing
      • Includes one-button check reconciling
    • New Escrow Account transfer utility
      • Moves all outstanding funds to a new account if the bank forces closing an account
      • For tech support only. Not available to end-users
    • More convenient Editing and Voiding of bank transactions via Job History
    • 14 other improvements
  • Rev 3.0.005 - April 2014


    • New reprint Lien Waivers to PDF for emailing
    • New print Project name on Check face (optional)
    • New automatically add Builders to Vendors file
      • Eliminates duplicating data entry
    • New allow Administrators to edit Check dates
    • New report for "Unreturned W-9 Requests"
    • Use data backups for testing and training
      • Does not effect current "live" data
    • 14 other improvements
  • Rev 3.0.000 - January 2014


    • Increased Sources of funds per Job from 5 to 20
      • Simplified entry of Source funds
      • Jobs can have any combination of
        both Loan and/or Personal funds
    • New "Journal Entry" tranaction type
      • Processes exactly like a check, but
        does not appear in the Check Register
      • Can be entered as a +/- amount
    • New "Policy Status" for Jobs
      • Commitment Open
      • Policy No Endorsement
      • Policy Endorsement
    • New "Direct Disbursement" mode
      (for Instutions that do not use Escrow Accounts)
    • New tracking of "Source of Funds" disbursements per Budget Items
      • Includes 10 new reports
    • New ability to do retainage on individual Budget Items
    • New ability to Split and/or Combine retainage checks for sub-contractors
    • New Project and District classification codes
    • Contractors module now works for both Contractors and Lenders
    • Can now Void and Unvoid checks via the Job History
      (same as in the Check Register)
    • New user enabled "Heads up warning" about difficult sub-contractors
    • New user supplied data variables for Lien Waivers (entered prior to printing)
    • New automatically assigned Job#'s
      • Up to nine, 5 character prefixes can be setup
      • If an operator enters one of the pre-setup prefixes:
        a sequential ID number is automatically appended to it
    • Increased the maximum length of Job#'s from 10 to 15 characters
    • Oldest Invoice date and Invoice number can now be included on Lien Waivers
    • Consolidated and simplified most programs and options on the Setup menu
    • New additional columns of information for Job Budgets
      • User can select which columns are relevant to their operation via setup
    • 23 other improvements

  • Rev 2.8.015 - February 2013


    • New Integrated Change Orders
    • New Tickler reminder memos
    • New Import Budgets from Excel
    • New automatic loading of Inspection Photos
    • New Style Inspection report for Pending Items
    • Improved editing of Budget Adjustments
    • Retainage improvements
      • Easier to use
      • New retainage-on-retainage
      • New combine multiple retainages
    • 17 other improvements

  • Rev 2.8.010 - August 2012


    • New Contractors Remote Access Module
    • New style of Builder Transactions report
    • New State specific Lien Waiver handling
      • Fully integrated
      • No change to single State operation
    • New ability to export reports to Excel spreadsheets
    • Tested with new Windows 8 operating system
      • 100% compatible
        • Requires SQL Server 2008 R2 SP1
    • 6 other improvements
  • Rev 2.8.005 - June 2011


    • New User Manual. Current with all new features
    • New feature to export Budgets to spreadsheets
    • New user-defined margins for custom documents
    • Improved 1099 operating procedures
    • 7 other improvements
  • Rev 2.8.000 - September 2010


    • Upgraded database to SQL Server 2008.net
      • Disbursal Pro is now compatible with all versions of Windows from Windows 2000 to Windows 7
        • (Must use Microsoft MSDE database for Windows 2000)
    • Improved Inspection reports
      • New ability to use Job Budget Categories as Inspection Categories
      • Increased the maximum number of Inspection Categories from 40 to 120
    • 13 other improvements
  • Rev 2.7.005 - April 2010


    • New multiple Lien Waiver types
      • Automatic selection capability
        • User can manually override the automatic selection
    • Improved Inspection reports
      • Max. report pages increased to 15 per Inspection
      • Max. photos increased to 120 per Inspection
      • Misc. operational improvements
    • New direct Budget editing
    • 5 other improvements
  • Rev 2.7.000 - January 2009


    • New multiple Source Funds
      • Increased the number of sources for construction funds from two to five:
        • Three separate Bank loans
        • Two separate Personal funds
          (can be used as Bank loans)
      • "Live" totals for:
        • Total funds
        • Interest
        • Retainage
        • Draws
        • Remaining balance
      • All itemized amounts are easily edited
      • Smart Source Bank selection when making deposits
    • New Two Payee Names on checks
    • New Builder Retainage on disbursements
      • Retainage defaults to a percentage setup by user
      • Retained amount can be changed during check entry
      • Job Retainage History with "Release" checkbox
      • New "Builder Retainage" report
    • New automatic IRS check garnishing
      • Initiated by checking a box in Vendor record
      • Defaults to 100% of check, but amount can be changed by user
      • Garnishments are listed in the "Backup Withholding" report
    • New automatic linking of Budget items to related Invoices during check entry
    • 8 other improvements
  • Rev 2.6 - December 2007


    • Overhauled all 3-way Reconciling reports
    • Overhauled the Job Budgets
      • User operation procedures have been greatly simplified
      • Now has total flexibility in how codes are used
      • Budget codes from a one Job can be "merged" into another Job's budget
    • Added ability to print the Lien Waiver to the second check stub
    • Added a warning when making a Deposit into Escrow and there is more than $30 already in the Job's Escrow balance
    • Added a warning when printing checks and there is still a balance remaining in Escrow
    • Added displaying the previous Bank code in the Jobs Transactions History, (whenever Escrow Banks have changed)
    • Added identifying the "Property Type" to Job entry screen
    • Tied manually entered 1099's directly to the Disbursal Pro database
    • 16 other improvements
  • Rev 2.5 - August 2007


    • New 1099 Production module
      • Includes 1099 printing
      • Includes merging for multiple branch offices
      • Includes merging with manually entered 1099's
      • Includes IRS electronic filing
      • Includes 1099 corrections printing and filing
    • New Remote office identification setup (for printing on reports)
    • New ability to print non-MICR checks using MICR Security font
    • New IRS Bulk TIN name matching
    • 21 other improvements
  • Rev 2.4 - April 2007


    • New MICR check printing
      • Includes custom MICR calibration program
      • Includes assortment of MICR fonts
      • Includes assortment of special Security fonts to print $ amounts
    • New ability to "re-deposit" an amount back into Escrow
    • New alert when entering checks and there are multiple vendors that have the same name
    • New ability for Lien Waiver Returns to handle checks that have the same check number, but are issued from different Escrow banks
    • New ability to globally rename an Escrow Bank code
    • New "Multi-Escrow banks Jobs" report
    • New "Job Source funds" report
    • 11 other improvements
  • Rev 2.3 - December 2006


    • New Inspections progress/reporting module
      • Fully customizable
      • Construction categories percentages of completion
      • Inspection History recall
      • Worksheet printing-single and batch
      • Photo management with thumbnails selection
      • History and photos managed by data archiving and purging
    • Added a {PageBreak} code for multi-page merge documents
    • Added tooltip to display Bank Statement date when the mouse is over the Reconciling checkmark
    • Added ability to export data to .CSV file for importing into an Excel spreadsheet
    • New "Escrow Trial Balance" report
    • 26 other improvements
  • Rev 2.2 - September 2005


    • New automatic Federal Income Tax Backup Withholding
    • New recording archiving and purging utility
      • Easy switching between current and archived data
      • Archived transactions are viewable in Vendors Transaction History
      • One button "unarchiving" for a selected Job and all related transactions
    • New discrepency log to show differences in 1099 data between different offices
    • New feature to verify backups by doing a Test restore
    • Added a selection list for common reasons to Void a check
    • Added ability to Transfer a Jobs unused Escrow Balance to an Escrow Adjusting account
    • Added ability to save all reports to a .PDF file
    • Added ability to edit a check in the Check Register from Reconciling
    • Enhanced user control over Budget codes and Templates
    • New "Potential 1099 Penalities" report
    • New "Jobs Inactivity" report
    • New "Transferred Orphaned Balances" report
    • New "Tax Withholding" report
    • 45 other improvements
  • Rev 2.1 - October 2004


    • New "Request for Disbursement" form printing from within Job
    • New automatic Differential backups of live data
      • Backup process is totally invisible to user
      • New backups are made houry
    • New "Blank Lien Waiver" form printing within Job
    • New "Quicken style" Check register search
    • New hyperlinking to items that are clicked on in grids
    • New feature to globally change a Job ID#
    • New Documents creation/merging program
      • Multiple documents can be "chained" together
    • New feature to allow selected records recovery from backups
    • New Jobs selection via user-setup Hotkeys
    • New Spelling corrections utility
    • New "Jobs Current Escrow" report
    • New "Disbursal Fees" report
    • New "Jobs Master List" report
    • 26 other improvements
  • Rev 2.0 - March 2004


    • Changed database from MS Access to MS SQL Server
    • Changed installation program to InstallShield
    • Changed all memos to be unlimited size and multi-line
    • New feature to allow for Vendor Aliases (D.B.A)
    • New feature to allow off-site reconciling
    • New feature to edit Checks and Deposits from within Check Register
    • New feature to provide Adjusting accounts for Escrow Banks
    • New feature to merge 1099 data from separate offices
    • New feature for adjusting Budgets
    • New setup option to allow for automatic Budget creation
    • New Nag screen reminders for 1099 processing
    • New Bank Statement Unreconciling for a given month
    • New single button Lien Waiver "reprinting"
    • New button to transfer an entire draw from one Job to another
    • New option to shut off printing Lien Waivers issued to yourself
    • New option to allow user to overdraft Source funds
    • New "Voided checks report"
    • New "Missing checks report"
    • New "Job Funds Available report"
    • 44 other improvements

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