Vendors with paperwork that actually clears.
A vendor directory, certificate-of-insurance tracking, and AI-assisted RFP drafting. Review and approval gates follow your building’s workflow, with authorized COI overrides recorded.
The problem
Insurance lapses are how lawsuits start. RFPs collapse under email threads. Most buildings rely on memory for both.
Capabilities
- Vendor directory. Every vendor the building has used, with trades, contacts, history, and documents.
- COI tracking and gate. Track coverage and dispatch checks. Authorized overrides require a reason and leave an audit record.
- RFP Autopilot. AI drafts the scope, the invitation, the bid comparison, and the award letter. Configured reviewers approve the relevant gates.
Frequently asked questions
What happens at the COI gate?
Configured actions check coverage against the building’s policy. Authorized users can record a reasoned override; review the applicable gates and permissions during setup.
Can the board approve an RFP from the phone?
Board members approve gates from the Board Portal on web; read-only review is available on mobile.
Do you support open bid solicitation?
Yes. Monty issues a unique bid link to each invited vendor and collects responses in one place.