Some property management companies ask for extra requirements before you can work at a specific property, such as a certificate of insurance that names specific entities as additional insured. Once you meet a property's requirements, you're cleared to work there.
This only applies if your client uses property clearance.
Where to find it
In the left navigation, under Manage, click Compliance. On your client's card, click View all, then click the Properties tab.
Check your clearance status
The Properties tab lists your client's properties with:
Additional requirements: how many of the property's requirements you've completed. Hover over it to see how many are outstanding.
Clearance status: Cleared or Not cleared.
Search by property name or address, or filter by Property type or Clearance status.
Submit property requirements
On the Properties tab, click Complete next to a property, or click the property's name. The Properties clearance requirements page opens.
Each property shows its requirements. Read the instructions from your client on each one.
For each requirement, choose Submit Requirement and add your document, or choose Request exemption and explain why it doesn't apply to you.
For Terms & Conditions, check the box to agree to your client's terms and conditions.
Use the Checklist beside the requirements to see your progress and jump to any requirement.
When you're done, click Submit requirements.
Each requirement saves as soon as you add it. VendorPM reviews and approves your documents within 1-3 business days. After that, your client can see them.
Additional Insured certificates
A property can ask for a Certificate of Insurance (Additional Insured) as well as your regular certificate of insurance. The requirement lists the entities your client wants named on the certificate. Upload a certificate that names them.
Good to know
If you're already cleared for some properties, the page shows Not Cleared and Cleared tabs so you can see both.
If no properties are listed, your client hasn't invited you to become cleared for any properties yet.
Property requirements are in addition to your client's company requirements, which are on the Company tab.