Property Management Compliance - Without the Spreadsheet Sprawl.

It pulls together the jobs most property managers run out of separate spreadsheets. First, licence and permit renewals for every building. Second, collecting and checking certificates of insurance (COIs) from vendors and contractors. Third, statutory inspections such as fire, lifts, gas, EICR, legionella and asbestos. You get a warning before each one expires and a named person gets the task. The evidence is stored for the day a lender or a tenant's solicitor asks for it.

Yardi, MRI, RealPage, Entrata and AppFolio are full property-management suites. They run your accounting and leasing as well as tenant messages and maintenance work orders. Compliance is a small module in a very large product. ExpiryEdge only does the deadline and document part: licences, COIs, inspections and certifications. The usual setup is to run it next to your main PM platform to cover compliance, not to replace the suite.

Being the Certificate Holder just means you get a copy of the certificate. It gives you no rights under the vendor's policy. If a landscaper's mower throws a stone through a tenant's window, you need to be an Additional Insured, and that is proved by a separate endorsement form (CG 20 10 for ongoing operations, CG 20 37 for completed operations). A common gap is a COI that names the property entity as Certificate Holder with no Additional Insured endorsement attached. Ask for the endorsement, not just the certificate.

STR permits for Airbnb, VRBO or direct bookings renew on whatever cycle each city sets. Many cities also want an occupancy-tax registration and a fire-inspection certificate, and some ask for an annual host attestation. Treat each property as its own entity with its own permit stack. Record the licence number and issuing authority with the expiry and fee. Add any inspection requirement and the login for the city portal. ExpiryEdge handles anything from one unit to several hundred and shows upcoming renewals city by city.

Most vendor policies can be cancelled partway through the term, by the carrier or by the vendor. The COI you got in January can be worthless by March and nobody has to tell you. What helps: (1) require the CG 24 04 notice-of-cancellation endorsement, so the carrier owes you written notice; (2) monitor policy status as you go instead of checking only at expiry; (3) only assign work to vendors whose status is currently verified. ExpiryEdge supports all three.

Yes. The property is the parent record. Its licences and permits hang off it, along with inspections, vendor COIs, tenant insurance, lease renewal dates and equipment service dates. The portfolio view tells you how the whole estate is doing. Open one property to see every obligation it has. Filter by owner, property or city, and sort by next due date.

LIHTC, Section 8 and other affordable-housing programmes come with their own calendar of annual recertifications, HUD audits and REAC inspections, plus owner certifications and 8823 reporting. ExpiryEdge templates put these next to your ordinary property-management obligations. A compliance officer in affordable housing ends up with one calendar instead of three.