LotWizeby Sanaf AI Solutions
FeaturesPricingFree Tools
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LotWizeby Sanaf AI Solutions
FeaturesPricingFree Tools
AboutContact
Sign inStart Free Trial

Product

  • For Self-Managed HOAs
  • For Property Managers
  • Features
  • Pricing
  • Marketplace
  • Integrations
  • Blog

Resources

  • Help Center
  • Blog
  • Ebooks & Guides
  • HOA Glossary
  • Templates
  • State Guides
  • HOA Laws by State
  • Comparisons

Company

  • About
  • Contact
  • HOA Laws by State
  • Affiliate Program — Earn 20%
  • Security
  • Privacy Policy
  • Terms of Service

Free Tools

  • Cost Calculator
  • Annual Budget Builder
  • Reserve Fund Calculator
  • Board Time Audit
  • Fine Schedule Builder
  • Annual Meeting Checklist
  • Agenda Generator
  • Meeting Minutes
  • Violation Letter
  • Welcome Letter
LotWize

by Sanaf AI Solutions

AI-first HOA management for self-managed communities.

Available nationwide

Get HOA tips & updates

© 2026 LotWize by Sanaf AI Solutions. All rights reserved.

Product

  • For Self-Managed HOAs
  • For Property Managers
  • Features
  • Pricing
  • Marketplace
  • Integrations
  • Blog

Resources

  • Help Center
  • Blog
  • Ebooks & Guides
  • HOA Glossary
  • Templates
  • State Guides
  • HOA Laws by State
  • Comparisons

Company

  • About
  • Contact
  • HOA Laws by State
  • Affiliate Program — Earn 20%
  • Security
  • Privacy Policy
  • Terms of Service

Free Tools

  • Cost Calculator
  • Annual Budget Builder
  • Reserve Fund Calculator
  • Board Time Audit
  • Fine Schedule Builder
  • Annual Meeting Checklist
  • Agenda Generator
  • Meeting Minutes
  • Violation Letter
  • Welcome Letter
LotWize

by Sanaf AI Solutions

AI-first HOA management for self-managed communities.

Available nationwide

Get HOA tips & updates

© 2026 LotWize by Sanaf AI Solutions. All rights reserved.
HelpPMCVendor Management

Vendor Management

Vendor Management keeps all your service providers in one place. Track contracts, insurance certificates (COI), request proposals (RFPs), rate performance, and get warned before renewals expire.

Vendor Management

What It Does

Vendor Management keeps all your service providers in one place. Track contracts, insurance certificates (COI), request proposals (RFPs), rate performance, and get warned before renewals expire.

Who It's For

Property Management Companies using LotWize to manage HOA portfolios.

How to Use It

Step 1: Add a Vendor

Click "Vendor Management" in the sidebar, then "Add Vendor." Enter the company name, contact info, services offered, and which communities they work with.

Step 2: Upload COI and Contracts

In the vendor profile, upload their Certificate of Insurance and active contracts. Set expiration dates so the system can warn you before they lapse.

Step 3: Run an RFP or Rate Performance

Need bids for a new landscaping contract? Click "New RFP" and send it to multiple vendors. After a job is done, rate the vendor on quality, timeliness, and price. Ratings help you pick better vendors over time.

Common Issues

Q: I got a renewal warning but the vendor already renewed. A: Update the expiration date in their profile. The warning goes away once the new date is saved.

Q: Can vendors see their own ratings? A: No. Ratings are private to your PMC. Only your staff can see them.

Pro Tips

  • Set COI expiration alerts 30 days early so you never have a gap in coverage.
  • Use vendor ratings in RFP decisions — the data makes your choices stronger.

Related Features

  • Marketplace
  • Benchmarks
  • Due Diligence

Need Help?

Contact support at support@sanafai.com

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Ask (AI Assistant)

Ask is your AI-powered portfolio assistant. Type a question in plain English and get answers from your community data. No need to run reports or dig through files — just ask.

PMC

Benchmarks

Benchmarks compares your portfolio to industry standards and similar properties. See if your dues collection, response times, and satisfaction scores are above or below average — and where to improve.

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Billing & Plans

Billing & Plans is where you manage your LotWize subscription. Upgrade or downgrade plans, add communities to your license, review invoices, and update payment methods.

On this page

  • What It Does
  • Who It's For
  • How to Use It
  • Step 1: Add a Vendor
  • Step 2: Upload COI and Contracts
  • Step 3: Run an RFP or Rate Performance
  • Common Issues
  • Pro Tips
  • Related Features
  • Need Help?

Still need help?

Our support team is here to assist you with any questions or issues.

Contact Support

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