Table of Contents
Viewing property management firms
You can view the property management firms that have invited you on the ‘My Clients’ page.
Compliance clients
These are clients that use VendorPM Compliance to manage their vendors. Under the compliance clients, you can have 3 statuses:
Status | Description |
Compliant | You meet all compliance requirements. |
Pending Review | You have requirements that must be reviewed to become compliant. Requirement submissions are reviewed by VendorPM within 2 business days. Exemption requests must be reviewed by an Enterprise Leader within the organization. |
Not Compliant | You don’t currently meet this organization’s compliance requirements and must become compliant on VendorPM before performing any work on their properties. |
Non-compliance clients
These are clients that don’t use VendorPM Compliance to manage their vendors.
Types of Clients
When you navigate to the 'My Clients' section, you'll see two tabs, 'Compliance Clients' and 'Other Clients'
Type | Description |
Compliance Clients | One or more of your clients uses VendorPM to track and verify all their compliance requirements, and they mandate that all their vendors be fully compliant. |
Other Clients | You are connected to a property management company on VendorPM, but no action is required from you. They do not use VendorPM Compliance; it is simply visible so you can see which of your clients are successfully connected with you on VendorPM. |
Clients requiring your attention
You can view the clients that require you to become compliant for under the ‘Not Compliant' tab.
Under this tab, you’ll see a list of clients that you’re not compliant for.
At the top of the list, you may see ‘Jobs at risk’. This means that there are one or more jobs that are approaching their deadline and you must become compliant.
Clicking ‘View tasks’ will take you to the client’s compliance page where you can view their compliance criteria and compliance-related tasks.
Viewing a client’s compliance criteria
You can access a client’s compliance page through the ‘My Clients’ page, from there select a client from the list.
This will take you to the client's page where you can see more details about this client's compliance requirements
Tasks
This is where you can view a list of the action items required for you to become a compliant vendor for this specific client. Clicking ‘Update’ for any of the items will take you to the page where you can manage documents.
Requirements
This is where you can view a specific client’s compliant criteria. You may see the following statuses next to the document names:
Status | Description |
Not submitted | You haven’t submitted a document for this requirement and must submit a document to become compliant. |
Expired | The document that you submitted has expired and you must upload a new document to become compliant. |
Accepted | The document that you uploaded has been accepted. |
Rejected | The document you uploaded was rejected and you must upload a new document to become compliant. |
Documented exempted | Your exemption request was approved and you no longer have to submit the document. |
Managing requirements for a client
You can upload the necessary documents by clicking ‘Update’ on any of the items under the ‘Tasks’ section or by clicking ‘Update’ under the ‘Actions’ button.
Uploading documents
You can view this client's documents and the status of each one. You can update or remove documents via this page.
Note: Removing a document such as a Certificate of Insurance or Worker’s Compensation will require you to re-submit it for approval. This process will take 1-3 business days.
Uploading multiple documents
You may upload multiple documents if required. However, please note that only one document is visible to the property manager.
Your existing document on file will stay on file until it expires. Once it expires, your additional file will become the primary document viewable by your client.
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