The short answer
Whatever platform your company uses, onboarding usually needs the same package: company and tax information, banking details, insurance certificates and endorsements, safety documents, and any required licenses. Ask bidders early whether they can complete it, and start onboarding before the contract start date.
The platforms
- Yardi and MRI are property management and accounting platforms used by many owners and managers, with vendor setup tied to payables and compliance workflows.
- VendorPM is a vendor management platform built for property managers to find, qualify and manage vendors.
Exact requirements depend on how your company has configured each one. Check with your accounts payable or procurement team.
What onboarding typically requires
| Item | Notes |
|---|---|
| Company profile | Legal name, addresses, contacts, services and markets |
| Tax form | A W-9 for US vendors |
| Banking details | For electronic payment |
| Insurance | Certificates and endorsements matching your requirements |
| Safety documents | Written program, and safety performance data if requested |
| Licenses | Where your jurisdictions require them |
| Agreements | Master service agreement or vendor terms |
How to avoid delays
- Ask about platform readiness in the RFP
- Send your insurance requirements with the award
- Start onboarding as soon as the vendor is selected
- Confirm the vendor is approved to be paid before the first visit
- Track renewals so the vendor does not fall out of compliance
See certificate and compliance tracking and transitioning vendors without a service gap.
Working with S&K
Tell us which platform and requirements you use and we will work through onboarding with your team. S&K provides certificates of insurance on request and documentation suitable for ownership, insurers and compliance reviews.
Score every bidder with the vendor qualification scorecard, or read the full Vendor Selection, Compliance, and Procurement guide. To qualify S&K, ask for our certificates of insurance and safety documentation, or request a quote.
