Request, share, and review vendor documents with confidence.

CertifyVendor connects Buyers, Vendors, and Agents to manage insurance documents, property requirements, professional attestations, budgets, and tasks — all in one place.

✅ Document Reviews🛡 Vendor Passport📋 Agent Attestations💰 Budgets🔔 Notifications

Trusted by compliance teams, property managers, and facilities teams

Illustrative Buyer dashboard · Sample data

Certificate Dashboard

Monitor all vendor insurance in one place

98% Compliant
84
Active Vendors
68
Valid Certs
16
Expiring Soon
💰 Budgets
$42,500
of $5,000 used
📋 Tasks
8 open
3 due this week
Recent Certificates
AC
ABC Cleaning Co.
General Liability
Valid
XY
XYZ Plumbing
Workers Comp
Expires in 14d

Working with uninsured vendors can destroy your business.

Without proper insurance verification, you're exposed to risks that could cost you millions.

Expired or Fake Certificates

Vendors submit outdated or fraudulent insurance documents, leaving you liable for their mistakes and accidents.

Compliance Failures

Missing documentation and coverage gaps lead to regulatory fines, failed audits, and lost contracts.

Financial Liability

When vendors cause damage without proper coverage, your business becomes responsible for costly claims and lawsuits.

Who It's For

Built for anyone managing vendor relationships and compliance

Buyers & Property Teams

What you worry about:

Knowing which documents are needed and whether each vendor meets your property requirements

What CertifyVendor solves:

Property requirements, vendor invitations, document review history, budgets, tasks, and renewal alerts

Learn more

Insurance Agents

What you worry about:

Unclear review requests and uncertainty about which document you are being asked to attest

What CertifyVendor solves:

Your own Agent application and portal, administrator approval, addressed requests, and scoped professional attestations

Learn more

Contractors & Vendors

What you worry about:

Sending certificates to multiple clients, remembering renewals, losing contracts

What CertifyVendor solves:

A reusable Vendor Passport, consent-based document sharing, buyer connections, and business listing controls

Learn more

Everything you need to manage vendors.

Vendor Passport, professional attestations, document reviews, budgets, and tasks — one connected platform.

Certificate Reviews

Upload and track insurance documents. Record buyer reviews and corrections against the requirements for each property.

Compliance Tracking

Set coverage requirements per property and get instant visibility into which vendors meet your standards.

Expiration Alerts

Never miss a renewal with automated email alerts sent to you and your vendors before certificates expire.

Vendor Passport

Keep your business identity and documents in one Passport. Connect with buyers and choose which documents to share.

Budget Tracking

Set spending limits per property, track vendor invoices against your budgets, and get alerts before you overspend.

Task Management

Create and assign work orders, follow-ups, and maintenance tasks — linked directly to your vendors and properties.

Agent Attestations

Approved Agents review the specific document sent to them and record a scoped attestation. Buyers review the evidence separately.

Vendor Marketplace

Publish business information from your Passport. Eligible Buyer organizations can discover your published business profile; private documents still require sharing consent.

Connected Notifications

Follow invitations, document sharing and professional reviews through email and dashboard notifications.

🚀 More Than Just Certificates

Manage your entire vendor operation in one place.

Most tools only track certificates. CertifyVendor also helps you manage budgets, assign tasks, and stay on top of every vendor relationship — without switching apps.

Budget Tracking

Stop managing vendor spend in spreadsheets. Set property-level budgets, track actual costs against limits, and get alerts when you're approaching your cap. Know exactly where your money is going at all times.

  • Set budgets per property or portfolio
  • Track vendor invoices and payments
  • Get alerts before you hit budget limits
  • View spend by category and time period
  • Free plan includes up to 3 budgets
Budget Dashboard
$142k
Total Budget
$98k
Spent
$44k
Remaining
Riverside Apartments$32k / $40k
80% used
Downtown Office Park$41k / $60k
68% used
Westfield Complex$25k / $42k
60% used
Task Manager
Request updated COI from ABC Cleaning
UrgentABC Cleaning Co.Due today
Schedule annual HVAC inspection
HighCoolAir SystemsDue in 3 days
Review plumbing contract renewal
MediumXYZ PlumbingDue next week
Approve landscaping invoice
LowGreenScape LLCDue in 2 weeks

Task Management

Stop losing track of follow-ups in email threads. Create tasks, assign them to team members, link them to specific vendors or properties, and track them to completion — all inside CertifyVendor.

  • Create tasks linked to vendors and properties
  • Assign to team members with due dates
  • Set priority levels: Urgent, High, Medium, Low
  • Track status from To Do to Completed
  • Free plan includes up to 10 tasks

Get started in minutes, not months.

Choose Buyer, Vendor, or Agent at signup, confirm your email, and continue in your own workspace.

1

Choose Your Workspace

Buyers organize properties and requirements. Vendors build a Passport. Agents complete a professional application for administrator approval.

2

Connect and Share

Buyers invite vendors; vendors accept and grant access to documents. When needed, an approved Agent receives a separate attestation request.

3

Stay in Control

Buyers review shared documents against property requirements. Track renewals, budgets, tasks, and notifications as the work progresses.

Everything you need to manage vendor risk.

One dashboard. Complete visibility. Total control.

Vendor Status Tracking
Compliance Dashboard
Budget Management
Task Tracking
Illustrative Buyer dashboard · Sample data

Certificate Dashboard

Monitor all vendor insurance in one place

Review overview
Total Vendors
84
↑ 4 this month
Valid Certificates
68
75% of total
Expiring Soon
10
Within 30 days
Expired
6
Action required

Recent Certificates

VendorTypeExpirationStatus
AC
ABC Cleaning Co.
General LiabilityDec 15, 2025Valid
XY
XYZ Plumbing
Workers CompJan 28, 2025Expiring
RS
RS Electric
Auto LiabilityDec 01, 2024Expired
No More Chasing
Automated COI Collection

Stop emailing vendors manually. CertifyVendor requests, collects, and reminds — automatically.

Always Ahead
Expiration Alerts Before It's Too Late

Know about coverage gaps days before they happen — not after a vendor shows up uninsured.

Sleep Better
A Review History You Can Follow

Keep requirements, shared documents, and review decisions organized for follow-ups and reporting.

🛡Vendor-controlled Sharing
🔒Data Encrypted & Secure
📋Scoped Agent Attestations
🏢Property-specific Reviews
24/7Monitoring & Alerts

Your complete vendor management platform.

Buyer requirements, Vendor Passports, and professional attestations — alongside your existing budgets and tasks. Choose your workspace and follow a clear path from request to review.

No credit card required • Free tier available • Cancel anytime

Hi! I'm Laura. Need help? 💬