CertifyVendor Features

Connected vendor management, from requirements to review.

Buyer organization tools, Vendor Passports, and professional Agent workflows support the handoffs around vendor documents.

What you can do

Properties and requirements

Set the documents and coverage requirements for each property. Reuse requirement templates and add requirements specific to the work.

Vendor connections

Add a vendor directly or invite a business for a selected property. Vendor acceptance and your confirmation are separate steps.

Document reviews

Review shared documents, request corrections, and record your decision against the property requirements.

Vendor Passport

Maintain a reusable business identity and manage your documents from your Vendor workspace.

Controlled document sharing

Choose which document to share with a connected Buyer. Private documents are not exposed by your business listing.

Scoped attestations

Record the review scope and relevant statements supported by the document. The Buyer’s compliance decision remains separate.

Renewals and notifications

Track expiry dates and receive alerts, invitation updates, and review activity through the configured email and dashboard channels.

Budgets and tasks

Link budgets, invoices, tasks, and follow-ups to vendors and properties. Available limits depend on your Buyer plan.

Business listing

Publish eligible business information, manage listing visibility, and see publication status in your Passport. Eligible Buyers can discover the business profile you publish.

Features depend on workspace permissions and Buyer plan limits. Marketplace discovery requires an active, email-confirmed Buyer account with an organization. Signup does not grant Agent approval or access to private Vendor documents.

How to get started

  1. 1

    Start with your role

    Choose Buyer, Vendor, or Agent, confirm your email, and continue to the corresponding workspace.

  2. 2

    Connect the people and evidence

    Buyers invite Vendors. Vendors grant access to selected documents. Approved Agents review addressed requests.

  3. 3

    Keep decisions in context

    Record the Buyer review separately from professional attestations, and track corrections, expiry dates, and notifications.

Explore the connected workflow →

Before you begin

Where can I compare Buyer plans?

Use the dedicated Pricing page to compare organization plans and limits. Vendor and Agent signup links lead to their own workspaces.

Does CertifyVendor automatically certify every vendor?

No. CertifyVendor organizes requirements, documents, reviews, and scoped attestations. Buyers make their own compliance decisions.

Start in the right workspace.

One signup page for Buyers, Vendors, and Agents.

Choose your workspace
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