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COI tracking · Mixed-use

COI tracking for mixed-use property operators

Retail, office, and residential under one roof means vendors with wildly different risk profiles and renewal dates. COI Tracker keeps every certificate in one dashboard and reminds you before any of them lapse.

3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card

The job

Where this gets hard

Retail, office, and residential each bring different vendors

A grease-trap cleaner, a garage-maintenance crew, and a residential handyman carry very different risk and coverage. Tracking them in one place keeps nothing hidden.

Mismatched renewal cycles are impossible to eyeball

Dozens of vendors across use types means dozens of unrelated expiry dates. COI Tracker emails you before each one lapses.

Lenders and insurers judge the whole asset

One uninsured vendor anywhere in the building is a mark against the property. Export a status-filtered CSV to prove coverage across every use.

Typical vendors mixed-use track

Examples we see in this dashboard

  • Retail build-out contractors
  • Grease-trap & kitchen-exhaust cleaners
  • Parking-garage maintenance crews

How COI Tracker handles it

  1. 1Add each vendor with name, email, certificate type, and expiry date — or bulk-import a spreadsheet on Growth+.
  2. 2Upload the certificate PDF on each row. Files are stored privately and surfaced through short-lived signed URLs.
  3. 3Get reminders 30, 14, and 7 days before each expiry. Click “Request Update” to ping the vendor for the new cert.
Try it with your first 3 vendors free

FAQ — Mixed-use

My vendors span retail, office, and residential — can one tracker handle that?

Yes. Tag each vendor row by property or use type, filter by status, and export a CSV whenever a lender or insurer asks.

What coverage do mixed-use vendors typically carry?

It varies by trade — General Liability and Workers Compensation across the board, with Auto Liability and Umbrella for higher-risk work like garage or kitchen-exhaust service. You record the type per vendor.

How do I stay ahead of dozens of different renewal dates?

COI Tracker emails you 30, 14, and 7 days before each certificate expires, so mismatched vendor renewal cycles never catch you out.

Can I store each certificate for quick reference?

Yes — upload the PDF or photo and it’s held privately behind a signed link, ready to pull up per vendor.

Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.

Ready to take vendor compliance off your plate?

3 vendors free, no credit card required. Upgrade only when you outgrow it.