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COI tracking · Real estate investors

COI tracking for rental-property investors

Scaling a rental portfolio means hiring more contractors, more often — and as the owner, you carry the liability when one turns out to be uninsured. COI Tracker tracks every vendor’s certificate and reminds you before it lapses.

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

The job

Where this gets hard

Every property adds another handful of contractors to watch

A ten-door portfolio can mean dozens of handymen, plumbers, and cleaners a year. COI Tracker batches every renewal into one dashboard instead of scattered texts and emails.

The owner eats the liability for an uninsured contractor

If a handyman with a lapsed policy is hurt in your unit, the claim tends to follow you as the property owner. A tracked, current COI keeps it on the vendor.

One-off contractors are the easiest COIs to lose

The guy you hired once for a turnover never sends a renewal — and you never notice until you need him again. Reminders and Request Update keep even occasional vendors current.

Typical vendors real estate investors track

Examples we see in this dashboard

  • Handymen & general repair
  • Plumbers & electricians
  • Turnover cleaning 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 — Real estate investors

I use different contractors on every property — can I track them all?

Yes. Add each vendor with the property address in the row, filter by status, and export to CSV anytime. CSV export is on every plan.

As the owner, am I really exposed if a handyman is uninsured?

If an uninsured handyman is hurt or damages a unit, the claim tends to follow the property owner. A tracked, current COI keeps that risk on the vendor’s policy.

How many vendors can I track for free?

The Free plan tracks 3 vendors. Starter is $29/mo and Growth is $59/mo — Growth adds CSV import so you can bulk-load an existing spreadsheet.

What happens when a vendor’s certificate is about to expire?

You get automatic email reminders 30, 14, and 7 days out, so you can line up a renewal before they set foot on your rental again.

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.