Trusted by real estate owners and property managers to run insurance compliance across multi-asset portfolios and ownership structures.
Gain confidence that your portfolio is protected from third-party risk
Most real estate portfolios collect and track tenant and vendor insurance. But gaining confidence that your balance sheet is truly protected requires a different approach. Licensed experts reviewing every COI and every endorsement with years of insurance experience. Managed through one platform that gives your team the visibility needed to keep properties running smoothly.
What real estate teams get beyond certificate tracking.
Calibrated to the risk across your portfolio
Third‑party relationships carry different levels of exposure. We work with your team to configure the depth of review for each group so the level of scrutiny matches the exposure.
The platform your portfolio runs on.
Docutrax is the system of record for your third-party insurance compliance. Every certificate, endorsement, finding, and resolution retained and time-stamped for the full life of your exposure.
A claim can surface years after a tenant or vendor relationship ends. Be prepared with the proof of exactly what coverage was in force, what was verified, and by whom. Your property systems won't have it. The vendor's broker and agent won't keep it. We will.
How we run your third-party compliance
As your portfolio evolves, the compliance operation must run continuously. Acquisitions, tenant turnover, and evolving vendor networks. We handle it for you, end-to-end.
Visibility across every property and relationship, and confidence your tenants and vendors are properly covered.
Your team isn’t built to chase tenants and vendors. We are.
The Problem
Notices go out and compliance stalls. The tenant doesn't understand, the vendor's broker won't respond. The chasing falls on your team. Compliance slips quietly over time.
How We Work It
Working tenants, vendors, and the brokers behind them is our job. Structured outreach from your domain, in your tone. The follow-up never lands on your team.
Third parties clear faster
Resolution happens ahead of lease signing or job start, not after the fact.
Fewer fall out of compliance
Renewals and expirations are tracked, with follow-up started before coverage lapses.
Your team stays on the operation
Your team stays focused on running the properties, not the paperwork.
Common questions about working with Docutrax.
What happens if a vendor's insurance doesn't match what our lease or contract requires?
The vendor receives a cure notice: what falls short of the lease or contract, what's required, what needs to change. From there, we work collaboratively with the vendor and their agent until compliant coverage is in place, with every step documented. Your team sees the status change. They don't work the file.
Do you handle tenants too, or just vendors?
Both, in one program. Tenant compliance runs against your lease requirements, vendor compliance against your service agreements, and your team sees every third-party relationship on every property in one place. Commercial tenants, residential vendors, contractors on capital work: one operation covers all of it.
We have thousands of tenants and vendors across dozens of properties. Can you handle that?
That's the scale the operation was built for. The platform is configured to match how your portfolio is structured, and requirement profiles are set according to your leases and agreements and assigned to each third-party relationship. New properties onboard into that same structure. When the same vendor works across multiple properties, one review carries everywhere it applies. The program runs the same whether you have two thousand third parties or twenty thousand, and your portfolio can keep growing without your compliance team growing with it.
How much work does my team still have to do?
Our managed service was designed to take all of the work off your team's plate: collection, review, remediation, and gap resolution across every tenant and vendor. What your organization gains is visibility at every level: property managers see live compliance status for their properties, and leadership sees the portfolio, with reporting that rolls up to the corporate view. Nobody's chasing certificates, and everybody can see where the program stands.
Who's actually reviewing the documents?
Licensed insurance professionals on every account, always US-based, reviewing every certificate and endorsement against your requirements. When your portfolio includes higher-risk work, construction vendors, capital projects, major renovations, review escalates to full policy analysis by CRIS-certified specialists. Over 300,000 reviews across 10+ years, every determination documented by a licensed reviewer.
Can we see everything the way our portfolio is organized?
Yes. We map your entire organization into the platform, every level of it: management entity, fund, region, property, building, down to the individual third-party relationship. Requirements can be set at any level and flow down through the hierarchy, and reporting rolls up the same way, so ownership, asset management, and site teams each see the view that matters to them, all from one mapping.
How does pricing work?
Three independent dimensions: how much of the operation you place with our team, how deep the review goes, and the number of tenants and vendors across your portfolio. Adjust any one without changing the others. No surprise fees. Talk to our team and we'll size it against what your program costs you today
What does getting started look like?
We design the program around your portfolio: the platform is configured to match how your properties, entities, and teams are structured, and your requirement profiles are built from your actual leases and vendor agreements. From there, our team takes it: outreach, collection, review, and remediation.
Build the compliance program your growing portfolio actually needs.
Start with a conversation with a team that knows real estate. We’ll walk through your portfolio, your lease and vendor requirements, and your operation, then show you how we’d run third-party insurance compliance as it grows and changes.
On the call, we’ll show you how Docutrax would run third-party insurance compliance for your current portfolio and where typical processes tend to leave gaps.