You’ll notice a new compliance section on your homepage. This is where you’ll be notified if there are any compliance-related items that require your attention.

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Invites: a property management firm has invited you to become a compliant vendor.

Jobs at risk: the project start date is upcoming for a job that you’ve been awarded and you haven’t met the property management firm’s compliance requirements.

Requires action: there are requirements from property management firms that require your attention. This could be things like a document was expired or a document is missing.

Your compliance portal is where you can manage your documents, invitations, and to-dos through the compliance portal.

This is where you can view your compliance status for clients that have invited you to their vendor. You can click each section to view the clients that correspond to each status.

This is where you can view the property management firms that have invited you to become a compliant vendor.​

Clicking ‘Get Started’ will take you to the compliance workflow for the specific property management firm.

This is where you can view your documents that can be transferred across different clients. These documents will be automatically uploaded whenever you go through the approval process for new clients.