Problem
Your contractor list lives in your phone contacts - no history, no ratings.
Solution
PartnerConnect builds structured vendor records automatically from AI-parsed documents - zero manual entry required.
PHASE 1
PartnerConnect
Your intelligent vendor network - enriched automatically.
Every invoice, permit, and inspection report uploaded to a Vault is parsed for vendor contacts. PartnerConnect builds a living directory of every contractor, inspector, lender, and agent across your portfolio - with engagement history, ratings, and document status - automatically.
THE PARTNER JOURNEY
From Uploaded Document to Trusted Vendor Record
Five stages that turn scattered vendor references into a structured partner network.
Capture Document
Invoice, permit, inspection
Parse Vendor
AI extracts contacts
Build Profile
Specialty, license, history
Track Status
COI, W-9, license
Connect Portfolio
Rated partner network
Ready to Connect with Partners?
Turn uploaded invoices, permits, inspections, and service documents into a living partner directory connected to every asset record.
PAIN POINTS SOLVED
PartnerConnect - Pain Points Solved
Common vendor discovery, compliance tracking, and portfolio coordination gaps are converted into structured partner intelligence.
Problem
You research the same vendors from scratch for every new property.
Solution
Portfolio-wide view: vendors across all properties, with specialties, engagement history, ratings, and total spend.
Problem
You don't know which vendors have current COIs or W-9s on file.
Solution
Document status derived from Locker artifacts: "COI on file," "W-9 on file," "License verified" - always current.
CORE CAPABILITIES & OUTCOMES
PartnerConnect - Core Capabilities
Auto-Enriched Directory
AI parses every invoice, permit, and inspection report to extract vendor contacts, specialties, and license numbers automatically.
Vendor Intelligence
Engagement history across all assets. Financial summary of total spend. Team annotations. Coverage gap alerts by metro.
Document Status Tracking
COI, W-9, and license status derived from Locker artifacts. AI deduplication across variant vendor name spellings.
Marketplace Phase 2
Preferred vendor placement, direct booking from Asset Sentinel maintenance tasks, and referral network across the investor community.
Detailed Capabilities
- Partner Discovery: Find and vet contractors, vendors, inspectors, lenders, agents, and service professionals for specific asset needs.
- Auto-Enriched Vendor Records: Extract vendor contacts, specialties, license numbers, and service context from uploaded vault documents.
- Contractor Coordination: Manage bids, scope approvals, work orders, and execution milestones from a single asset-linked record.
- Vendor Communication: Centralize vendor communication and document exchange with service providers.
- Document Status Tracking: Track COI, W-9, license status, and compliance artifacts directly from Locker records.
- Vendor Intelligence: Maintain engagement history, ratings, total spend, coverage gaps, and portfolio-wide vendor visibility.
- Asset-Linked Records: Connect service history and vendor records directly to the Asset Vault and operating record.
FUNCTIONAL OUTCOMES
What Partner Teams Gain
Vendor directory builds itself from your existing documents
Invoices, permits, and inspection reports automatically enrich structured partner records.
Know which vendors are active, rated, and compliant portfolio-wide
Track engagement history, ratings, COIs, W-9s, licenses, and total spend in one view.
Book vetted contractors directly from Asset Sentinel maintenance tasks
Maintenance alerts can connect to preferred vendors and direct booking workflows in the marketplace phase.
COI and license tracking - never hire an uninsured vendor again
Compliance status stays linked to Locker artifacts so vendor risk is visible before work begins.