Property Management Compliance - Without the Spreadsheet Sprawl.

It centralises three workflows the typical property manager juggles in spreadsheets: licence and permit renewals across every property in the portfolio, vendor and contractor certificate-of-insurance (COI) collection and verification, and statutory inspections (fire, lifts, gas, EICR, legionella, asbestos). The platform alerts you before each obligation expires, routes the action to a named owner, and stores the evidence for audits, lender requests, and tenant solicitors.

Yardi, MRI, RealPage, Entrata, and AppFolio are full property-management suites - they handle accounting, leasing, tenant communications, and maintenance work-orders. Compliance is a small module inside a much larger product. ExpiryEdge focuses purely on the deadline-and-document layer: licences, COIs, inspections, certifications. Most customers run ExpiryEdge alongside their primary PM platform to plug the compliance gap, rather than replace the suite.

Certificate Holder means you receive a copy of the certificate - it gives you no rights under the vendor's policy. To be covered when something goes wrong on the property, you must be named as Additional Insured, evidenced by a separate endorsement form (CG 20 10 for ongoing operations and CG 20 37 for completed operations). Many vendor COIs we audit list the property entity as Certificate Holder with no Additional Insured endorsement form attached. That gap is where most coverage failures originate.

STR permits (Airbnb / VRBO / direct-booking) renew on city-specific cadences and often require occupancy-tax registrations, fire-inspection certificates, and an annual host attestation. Track each property as a separate entity with its own permit stack: licence number, renewing authority, expiry, fee, inspection requirement, and the city portal login. ExpiryEdge supports STR portfolios from a single unit up to several hundred and surfaces upcoming renewals in a city-by-city view.

Most vendor insurance policies can be cancelled mid-term by the carrier or the policyholder. The COI you received in January may be void by March without anyone telling you. Mitigations: (1) require the CG 24 04 notice-of-cancellation endorsement so the carrier owes you written notice; (2) run continuous policy-status monitoring rather than only checking at expiry; (3) gate work assignment to vendors with a current verified status. ExpiryEdge supports all three.

Yes. Each property is the parent record. Attached to it: licences, permits, inspections, vendor COIs, tenant insurance, lease renewal dates, equipment service dates. The portfolio view shows aggregate compliance health; the per-property view drills into every obligation. Filter by owner, by property, by city, by next-action-due-date.

LIHTC, Section 8, and other affordable-housing programmes have their own compliance calendar: annual recertifications, HUD audits, REAC inspections, owner-certifications, and 8823 reporting. ExpiryEdge templates cover these alongside the standard property-management stack so compliance officers in affordable housing get a single calendar instead of three.