Product

From vendor list to enforced compliance

LintelHQ is the compliance engine for your vendor program: it collects documents vendors actually submit, tracks every expiration, and gives your team the lists they need to enforce the rules — without replacing your PMS.

How it works, end to end

1

Set your requirements

Define required documents per vendor type — COI, W-9, license, endorsements — with limits and expiration rules.

2

Vendors get magic links

Client-branded requests with a no-password upload link. Brokers can be looped in with one click.

3

Documents are evaluated

Each document is logged with expiry and limits, and marked received, missing, expired, or needs review.

4

Reminders run themselves

Missing-document and expiring-soon sequences chase vendors automatically; your team gets a weekly digest.

5

Statuses stay current

Every vendor sits in a clear state — Approved, Action Needed, Expiring, Expired, or Needs Review — with an audit trail.

6

Your team enforces

Export the approved list, do-not-dispatch list, and expiring-soon list into your existing AppFolio, Yardi, or Buildium workflow.

Collection

The fastest path to 'Approved'

Compliance programs fail at the vendor, not the spreadsheet. LintelHQ removes every reason a vendor stalls: no fees, no passwords, no desktop-only portals.

  • Magic-link uploads that work on any phone
  • Broker upload flow — brokers submit COIs directly
  • Email-forward option for vendors who just reply with attachments
  • Client-branded requests vendors recognize and trust

Tracking

A dashboard that answers the real question

Who can we dispatch today? Who's about to lapse? The dashboard keeps every vendor in one of five clear states, updated as documents arrive and expire.

  • Approved / Action Needed / Expiring / Expired / Needs Review
  • Compliance evaluation against your requirements — received, expiry, basic limits
  • Document storage with expiry and limit metadata
  • Needs-review flag for endorsements and edge cases your team decides

Enforcement

Exports your PMS workflow can act on

No integration project required. LintelHQ produces the three lists that make a compliance program real, ready for your AppFolio, Yardi, or Buildium workflows.

  • Approved vendor list — safe to dispatch and pay
  • Do-not-dispatch list — stop work orders to lapsed vendors
  • Expiring-soon list — renew before anything lapses
  • Weekly digests so Ops, Risk, and AP stay ahead of it

Built for real compliance operations

Vendor & property directory

Every vendor tied to the properties they serve, with contacts, trades, and compliance status in one place.

Audit campaigns

Run a time-boxed outreach campaign on any vendor subset — the same engine behind the free 48-hour audit.

Audit trail

Every request, upload, status change, and approval is logged, so reviews by owners and insurers go smoothly.

LintelHQ tracks and enforces your requirements and keeps a full audit trail. Documents are shown as received, missing, expired, or needs review — final approval on edge cases always remains with your team.

See your real compliance picture in 48 hours.

The free audit runs on your actual vendor list — response rates, gaps, and top-risk vendors, no card required.