Use case
Vendor onboarding
Collect required vendor documents and turn them into review-ready packets.
Scenario
New facilities vendor — end to end
Harborview Property Group onboarded Brightline Facilities LLC in March 2026. Before VendraOps, onboarding took 11 email threads and 19 days. With intake links and review packets, they closed in 6 days.
- Ops sent a secure intake link to Jordan Lee (COO)
- Brightline uploaded W-9, COI, MSA, and ACH form
- AI flagged COI expiry and missing termination clause
- Legal reviewed the one-page MSA summary — not the full 24-page PDF
- Finance exported CSV to NetSuite after Alex Morgan approved
Result: vendor active in ERP with full audit trail.
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