T&T Tool & TallyWebsite checkups and owner-ready admin packets

VendorProof by Tool & Tally

Vendor document cleanup as an owner-ready packet, not another portal to manage.

VendorProof organizes supplied vendor records into an administrative tracker, cleanup queue, draft reminder list, and monthly owner packet for owners and property managers.

Service boundary: VendorProof is administrative tracking only. It is not legal, insurance, or compliance advice; it also does not provide broker, tax, coverage, vendor-approval, or risk-management advice.
View fictional sample Vendor packet checklist Service boundaries

No live payment, upload form, autonomous reminder sending, or real customer document intake is connected on this page.

What you get

A practical document-tracking packet owners can review without logging into new software.

01

First-week cleanup packet

A plain readout of supplied vendor rows, apparent missing items, apparent expired items, and the first questions to route for review.

02

Tracker workbook

Workbook-style tabs for dashboard, action plan, vendor register, document matrix, exception queue, and draft reminders.

03

Owner packet

A PDF/HTML handoff that summarizes the current administrative status and keeps decision items separated from tracking notes.

04

Draft reminders

Reminder language can be prepared for human review. Messages are not sent automatically from this service page.

Best fit

Use VendorProof when the problem is vendor paperwork, not website conversion.

The normal Tool & Tally Level 1/2/3 ladder reviews website trust and request paths. VendorProof is a separate operations service for supplied vendor document rows.

Good fit: an owner or property manager has vendor lists, COIs, W-9s, licenses, contracts, or renewal notes spread across folders and emails.
Not a fit: a buyer wants legal judgment, insurance adequacy review, broker work, compliance certification, vendor approval, or guaranteed risk reduction.
Current posture: request review first. Payment, upload forms, autonomous sends, and live customer intake remain disconnected until approved.

Safe status language

The packet uses cautious administrative labels.

Appears missing

The supplied rows do not show the requested item.

Appears expired

The supplied date appears to be past the review date.

Appears expiring soon

The supplied date appears close enough to route for attention.

Needs owner/broker review

The row should be reviewed by the owner, broker, or other appropriate advisor.

VendorProof does not approve insurance adequacy and does not approve or reject vendors.

How the agentic workflow stays bounded

Jenny can prepare the packet, but customer-facing steps stay gated.

1

Read supplied files

Work starts from an approved private folder and source list for the approved scope.

2

Generate draft artifacts

The workflow creates the tracker, owner packet, exception queue, action CSV, and draft reminders.

3

Human review gate

A human reviewer checks names, dates, safe language, exceptions, and disclaimers before anything leaves the private folder.

Sample first

Review the fictional owner packet before requesting a real run.

Fictional sample packet

See the owner snapshot, workbook rows, exception queue examples, and closed-gate language using fictional/sample data.

Open sample

Request path

Use the existing Tool & Tally request page for an initial review note. Do not send private customer documents through a public form.

Request review