Tenant & vendor certificates: collect and track them without chasing email
4 min read
Certificates arrive as email attachments, get skimmed, and disappear. Tracking them on the property record means you always know who is currently covered.
- 1
Add the tenant or vendor
Record who they are, what coverage they owe you, and their contact email on the property's Tenants & Vendors card.
- 2
Send a self-upload link
They upload their certificate through a secure link with no account required, and you're notified the moment it lands.
- 3
Watch the expiration column
Expiring and expired certificates are surfaced so you can re-request before the gap opens, not after.
- 4
Confirm it meets the lease
Compliance badges compare each certificate against the requirements extracted from that property's lease.
Keep learning
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Request a report from your roofer, store it on the property, and have dated proof of condition ready for an adjuster.
Leases: extract insurance requirements and check tenant COIs against them
Upload a lease, get the insurance obligations in plain English, and see which certificates fall short.
Claim packets: hand an adjuster everything at once
Assemble policies, inspection history, incident notes, and before-and-after photos into one package.