COI Desk™
Modern commercial property with porcelain stone and reflective blue glass

Vendor document & COI organization

Your vendors’
paperwork.
Finally in one place.

We keep your vendor certificates and documents in one register, tied to the right property, with every expiration date in view. No more digging through email.

See plans & pricing Explore the register
Centralized recordsVisible datesProperty context
COI Desk / Portfolio workspaceSynthetic demo
PORTFOLIO / SAMPLE

Vendor register

CD
VendorPropertyDocument date

EXPIRATION TIMELINE / SAMPLE
Reference date Nov 1, 2026 · Date status is not a coverage assessment.
Commercial property facade

The operational problem

A portfolio of properties.
A patchwork of paperwork.

One vendor works across three buildings. Their certificate is in an email thread. The renewal date lives in someone’s spreadsheet. The context gets lost between teams.

Separate inboxesUnclear property linksManual follow-up lists

A simpler way forward

A structured register.
A clearer next action.

01

Send your vendor list

After checkout, share your vendors, properties, and the certificates you have on hand.

02

We build the register

Every document filed to the right vendor and property, with its dates recorded.

03

Stay ahead of renewals

Each month you get a list of what’s expiring soon and what has already expired.

An operations view, with context

The record.
The property.
The date.

Everything your team needs to answer “is this vendor current?” without digging through email.

A working vendor register

Vendor names, categories, and property relationships in a consistent structure.

Document categories

COIs, contracts, licenses, and agreed records connected to the vendor.

Expiration review

An organized view of the recorded dates that need your team’s attention.

A faster lookup

Find any vendor’s documents by name, property, or category.

Portfolio context

See which property a record belongs to before following up.

For property operations

Built for the desk
behind the buildings.

Property management firms, owner-operated portfolios, and facilities teams with recurring vendor-document work.

Commercial propertiesResidential portfoliosMixed-use buildings
EXAMPLE WORKFLOW · NOT A LIVE VENDOR

One renewal.
A clear trail.

  1. 01Find the vendor’s record.
  2. 02Review the recorded document date.
  3. 03Request an updated certificate from the vendor.
  4. 04Your team reviews and approves it.

Simple monthly plans

Pricing that scales
with your vendor list.

Every plan includes a register kept current for you. Choose by the number of vendors you track.

Starter

Up to 20 vendors

$79/month

  • Vendor register set up for you
  • Certificates and documents filed
  • Monthly expiration review
  • Searchable vendor index
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Standard

Up to 50 vendors

$149/month

  • Everything in Starter
  • Vendors linked to each property
  • Monthly list of upcoming and expired dates
  • Priority email replies
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Portfolio

Up to 150 vendors

$299/month

  • Everything in Standard
  • Multi-property portfolio view
  • Quarterly register clean-up
  • Export of your full register on request
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  1. 01Check out securely with Stripe.
  2. 02Send your vendor list and the certificates you have.
  3. 03Get your register and first expiration review by email.

Checkout opens soon. Secure checkout by Stripe. Monthly plans renew each month until you cancel. COI Desk organizes vendor documents and dates. It does not assess whether insurance is adequate or give insurance advice.

Before you decide

Straight answers
for property teams.

Does COI Desk determine whether insurance is adequate?

No. Recorded expiration dates and document organization do not determine whether coverage is valid, sufficient, or appropriate. Ask your qualified insurance advisor and follow your internal vendor approval process.

Can I manage more than one property?

Yes. Standard links every vendor to its properties, and Portfolio adds a combined view across your whole portfolio.

Can vendors upload files here?

No. This website takes no uploads. After checkout we agree a simple way for you or your vendors to send documents.

Are automatic reminders included?

Every plan includes a monthly expiration review listing what’s due and what’s overdue. Automatic reminders sent directly to vendors aren’t included.

What types of records can we organize?

Certificates of insurance, W-9s, contracts, licenses, and the other vendor documents you want tracked. Never paste private documents into this website.

Every renewal, in view

Bring the paperwork
back into view.

Choose a plan by vendor count, check out, and send us your current vendor list to start.

Choose a plan