Property management
Never let a vendor’s insurance expire unnoticed.
Collect COIs, licenses, and W-9s once. Match them to each property’s rules. Get ahead of expirations before a vendor shows up uninsured.
Northline HVAC
Harbor Cleaning
Inbound request
How it usually works today
Property teams still chase certificates by email and track them in spreadsheets. Requirements change by property — and the file that was fine last year is expired this month.
What changes with Holectus
- Invite vendors to upload required documents
- Check files against your property requirements
- Remind before certificates and licenses expire
- Show clear / not-clear status per property
What you can track
Documents property teams usually collect:
Certificate of insurance / general liability · Additional insured endorsements · W-9 · Business and trade licenses · Contracts and property-specific addenda
Stay ahead of expirations
One view: which vendors are cleared for which properties, and what’s about to lapse.
Know who can’t work a site today — and exactly which document or requirement failed.
Import vendors and property rules. We can migrate your spreadsheet for a pilot set of properties.