Vendor COIs expire
Track vendor and contractor certificates before coverage proof becomes stale.
For property managers
Track property paperwork before it expires.
Flow365 Expiry helps property managers keep vendor COIs, permits, licenses, contracts, insurance documents, renewal dates, owners, and proof history in one place.
Built for vendor COIs, contractor documents, building permits, inspection renewals, service contracts, insurance policies, and compliance paperwork.
The problem
Property paperwork is spread across vendors, buildings, inboxes, and folders.
Property managers often need to track many date-based documents across vendors and properties. Flow365 Expiry gives each expiration a date, owner, reminder trail, and proof history.
Permits need renewal
Keep building permits, inspection renewals, and local compliance dates visible.
Proof is hard to find
Attach renewed documents so the latest proof is connected to the record.
Workflow
A simple property-management expiration workflow.
Add the record, assign the owner, follow up before expiration, and attach renewed proof.
1
Add property paperwork
Create records for vendor COIs, permits, contracts, licenses, insurance policies, and other date-based documents.
2
Assign the follow-up owner
Track owner, vendor contact, expiration date, renewal start date, formal notice date, and notes.
3
Keep renewed proof
Mark the record renewed, enter the new expiration date, and attach the updated document.
AI document review
Upload industry documents and let AI find the expiration dates.
Flow365 Expiry can review uploaded documents, extract possible expiration dates, and draft records for you. You stay in control: review the AI draft, approve what looks right, and only then save it into the tracker.
Extract dates from documents
Use AI review to find dates in COIs, permits, licenses, contracts, insurance policies, certifications, and vendor documents.
Review before saving
AI drafts the expiration record, but your team reviews the date, owner, document type, notes, and proof before accepting it.
Keep proof attached
Approved records can keep the uploaded document connected, so the expiration date and source proof stay together.
Property manager expiration tracking FAQ
A practical tracker for property documents, vendor COIs, permits, contracts, and proof history.
Can property managers use Flow365 Expiry for vendor COIs?
Yes. Vendor COIs are a strong starting point for Flow365 Expiry because they have clear expiration dates, owners, and renewed proof documents.
Can Flow365 Expiry track property permits?
Yes. Flow365 Expiry can track permits, licenses, contracts, certificates, policies, and other date-based property paperwork.
Can I keep renewed documents as proof?
Yes. Renewed documents can be attached after renewal so proof stays connected to the expiration record.
Keep property paperwork current before it becomes urgent.
Use Flow365 Expiry to track property-related expirations, owners, reminders, and proof documents.