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Software-delivered · Manual mode

Vendor compliance for property managers

Generated directly from the Aeternus Dynamics service registry — the price, method, and delivery status below are never hand-edited out of sync with what is actually built.

What's included

The steps in this engagement.

01

Receive the vendor roster, COI documents, W-9s, and license numbers

02

Import certificates into the store

03

Verify W-9 completeness and CSLB license status

04

Watch for upcoming COI expirations

05

Draft the renewal-request letters

06

Register and monitor lien exposure on the PM's capital/construction projects

07

Track the PM's OWN licensing/registration deadlines

08

Deliver the client compliance report

09

Bill the registry

How this is deliveredSoftware-delivered engagement, currently running in Manual mode. Tooling built: yes. SOP documented: yes. Page only today for the PARTS that are new; the COI slice reuses coi-tracking's REAL, already-built engine verbatim (sdu_coi.py — store+import+expiry monitor+compliance report+renewal-request drafter, db/migrations/356_sdu_coi.sql) and the lien-exposure slice reuses sdu_liens.py verbatim (db/migrations/357_sdu_liens.sql) — both proven elsewhere in this registry, zero new code required to point them at a PM's vendor roster instead of a GC's sub roster. W-9 collection/verification and CSLB-license-lookup verification have NO automation (manual, same honesty posture as reg-licensing-calendar's tool: none) — these are the genuinely new-build pieces if this graduates past manual. reg-calendar for the PM's own licenses (DRE broker license, local business license) is consulting-only, no tool, distinct from — and NOT the same regulatory domain as — reg-licensing-calendar's existing DIR/CSLB/SAM/SOI construction-contractor-licensing scope (a PM needs DRE, not CSLB; see kb pack's boundary note).

Monthly base: $199; Per vendor monthly: $8; Note: base covers the registry + reg-calendar + lien-exposure monitoring; per-vendor add-on covers each sub/vendor's COI+W-9+license file — see PRICING VERIFY NOTE in registry_fragments/pm-vertical.yaml. Configure this service and see your estimate in the engagement builder.

Pricing & scope
Scope, plainly statedAdministrative support and pre-flight review; not legal or tax advice. Aeternus Dynamics uses AI-assisted tools to help prepare and check compliance documents; all deliverables are reviewed by a qualified human before submission or use. Aeternus Dynamics is not a law firm and does not provide legal advice.

Talk to us about Vendor compliance for property managers.

Email hello@aeternusdynamics.com to scope this engagement, or open the engagement builder to configure it yourself.

Email hello@aeternusdynamics.com

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