Schedule A Demo

Streamline Your Certificate of Insurance Tracking

Ensure your tenants have up-to-date insurance policies based on your lease requirements. With STRATAFOLIO, property managers can easily track and automate certificates of insurance (COIs) and insurance policies.

SCHEDULE A 1:1 DEMO

Hear from Long-Time STRATAFOLIO Users

STRATAFOLIO has been a true partner working with both me and our team. They have implemented features that save hundreds of hours of work and as a result, makes my team here much more efficient. Having the ability to have one clear picture of all my real estate holdings, financial insights, investor relations, and real-time data in one spot, is invaluable.
Brent DahlstromReal Estate Developer and Owner
The best part of using STRATAFOLIO is that all the information I could need is easily accessible in a super user-friendly way. As an accountant, I use STRATAFOLIO to monitor various entity loan ratios and cash flow. The platform takes data and puts them into a pretty little picture so I can easily explain the information to the CEO, investment partners, and third party stakeholders.
Cat PotterAssistant Controller
I love QuickBooks but it doesn't help me with managing my leases or managing my loans, or even with putting my global together for lenders. STRATAFOLIO does all of that for me! I have already spotted a number of issues that were costing me money - like a lease bump I missed. My lenders love it too because I can send them information in just seconds! It is a must-have for RE owners.
GEBManaging Partner
STRATAFOLIO is a game changer! While QuickBooks is an amazing product, it doesn't address the nuanced financial reporting needs of Real Estate Investors. Enter STRATAFOLIO! Their intuitive reporting and amazing user interface connect all the dots...giving you live, real-time financials for your entire rental portfolio. Investors are so good at analyzing a property before they buy...but tracking the actuals has always been an issue. Not anymore! I'm so happy to have STRATAFOLIO in my arsenal and to be able to recommend it to my clients and students! I don't have any complaints about the software.
Nick BaldoPresident
STRATAFOLIO is easy to use and navigate plus it is a central location for all of our real estate holdings. We can get an up-to-date account of all our properties or break out and analyze one individually. So far we like everything about the product. The cost is on the higher end but now that we're using STRATAFOLIO its worth the extra cost compared to the other options available. We could not find another company that does what STRATAFOLIO is doing. Our experience was great. They were very patient during the onboarding process. During this process, we were able to get better organized.
Kerri ZaferatosOwner
Perfect place to bring all of the financial info in one place for multiple entities.  The STRATAFOLIO team is working with you to make sure you have the data to help your operations and decision making.
Amy4QAAAccountant
I will tell you, that the software is already working.  I received a notice today of two leases expiring, that if you had asked me, I would have said they had several years left.
Jake C.Owner
Everyone seems excited so far and I think it’ll make life a lot easier! As I mentioned, just getting simple NOIs before was a huge hassle. Thank you again for all the help!
Michelle G
I really love QuickBooks Online and was starting to look for a property management software because I really needed the property management functionality. I kept hearing how hard the accounting was in those systems. Then I saw STRATAFOLIO on some blog. With STRATAFOLIO, I really get the best of both worlds! Good accounting and good asset and property management. I could not be happier! And the team was so friendly during the on-boarding. They were patient and answered every question.
SSHoldingsOwner
Great Management Tool: The absolute best software for viewing the business as a whole. It brings all of our QuickBooks files together and does all the tedious work to make workflow more efficient. NNN invoicing and work orders to keep track of how much we are spending on each tenant.
Jaclyn J.Executive
A Great Solution for Real Estate: As an outsourced accounting group that works heavily in real estate, we were needing a solution to get clients using QBO the info and functionality so unique to the industry. We implemented Stratafolio for one of our clients have been happy to add it to our preferred tech stack. Jeri and her team are great to work with and make the onboarding process very easy. Stratafolio fills all the holes of QBO when it comes to real estate from tenant management to billing to CAMs to overall asset and cash flow management. A great product for an underserved industry in QBO.
ForwardSlash
Great management tool: STRATAFOLIO is great at giving you a way to view all of your real estate holdings in a clear overview with the added capabilities of drilling-down into individual aspects of each property. Stratafolio gives a lot of clarity to your entire RE portfolio.
Ryan
Stratafolio-without-cropped.jpg

Tired of manually entering COIs and insurance policies?

  • Creating spreadsheets of all tenants and their insurance policies
  • Chasing down clients to request updated insurance policies
  • Evaluating tenant COIs to ensure the policy matches the lease requirements
  • Reaching out to tenants whose COIs aren’t in compliance
  • Manually uploading each policy for future reference
  • Updating spreadsheets when policies have been received
  • Setting up reminders to do it all over again next year

Simplify and Automate the Process with STRATAFOLIO.

  • Send automated email alerts for expiring insurance policies
  • Control who gets expiring insurance policy alerts, including tenants and insurance brokers
  • Get visual reminders on the status of all insurance policies
  • Have tenants securely upload their own certificates of insurance for quick, easy reference
  • Simplify your workflow by utilizing our machine learning algorithm to populate COIs
SCHEDULE A 1:1 DEMO
Stratafolio-with-cropped.jpg

Frequently Asked Questions

  • What is a Certificate of Insurance (COI)?

    A COI verifies that insurance was in place on the day the COI was issued and outlines basic coverage included in the policy. For commercial property owners and managers, COI is critical in protecting assets and managing risks. 

  • What does a real estate COI track?

    With a COI in hand, you can verify coverage and keep track of vital information including policy coverage dates, types of coverage, and limits of each type of coverage.

  • Do I need to have QuickBooks to use STRATAFOLIO?

    Yes. STRATAFOLIO currently integrates with both QuickBooks Online and QuickBooks Desktop. If you have another integration from another accounting system you would like us to consider, please send us an email so we can add you to our waiting list of future integrations.

  • How can STRATAFOLIO save me time and resources?

    Historically, COIs, insurance policies, and other important information were tracked manually. With STRATAFOLIO, you can automate this tedious process. Easily add insurance requirements to leases and get notified when policies are set to expire. Our platform gives you peace of mind knowing your tenants have the up-to-date insurance policies their leases require.

No questions matching current filter

Get a personalized STRATAFOLIO demo today!