1. Buyer sets requirements
Create a property and add the required documents and coverage details. Invite the Vendor for that property.
How CertifyVendor Works
A clear next step for Buyers, Vendors, and Agents.
Follow the work from a property’s document requirements through deliberate sharing, professional review when requested, and a Buyer decision.
What you can do
2. Vendor accepts the invitation
The Vendor responds in Passport. Buyer confirmation is a separate step and does not automatically share private files.
3. Vendor shares evidence
Upload or select the relevant document and grant the connected Buyer access to it.
4. Agent reviews when requested
A Vendor can request a professional attestation. An approved Agent accepts the addressed request and reviews the specific document.
5. Buyer records a decision
Review shared evidence and any scoped attestation against the property requirements. Request corrections where needed.
6. Teams follow updates
Use notifications, review history, expiry tracking, and follow-up tasks to continue the work.
Professional attestation is requested when needed; it is not required for every connection. Eligible Buyers can browse the Marketplace or invite Vendors directly.
How to get started
- 1
Buyer: set up your property
Choose Buyer, confirm your email, create a property, add its requirements, and invite a Vendor.
- 2
Vendor: build your Passport
Choose Vendor, confirm your email, set up the business profile, and manage invitations and document sharing.
- 3
Agent: apply for review access
Choose Agent, confirm your email, complete the professional application, and wait for approval before accepting requests.
Before you begin
What if I leave Buyer onboarding before finishing?
Choose Continue setup to resume the current step. Progress is saved for your account and organization in the same browser.
What if my confirmation email does not arrive?
Check spam, verify the address, and use Resend confirmation email. If the account is already confirmed, sign in. Email delivery depends on your mailbox and the authentication provider.
Start in the right workspace.
One signup page for Buyers, Vendors, and Agents.
Choose your workspace