Reviewed by Marisa Winsky, Product Marketing Manager

Compliance gaps rarely show up the day they're created. They show up months later, at renewal, at a claim, or during a lender audit, when the fix costs far more than the catch would have.

A NetVendor Health Check is a scheduled account review with your Customer Relationship Manager that shows your compliance percentage, compliance trend, active vendor count, and integration status across your portfolio. It's built to surface risk while it's still cheap to fix, not after.

It isn't run like an audit. There's no homework beforehand and no scorecard designed to make you feel behind, just thirty minutes with someone who already knows your account, walking through the numbers your team should be watching anyway. If it's been a quarter or more since yours, you can request a free Health Check anytime, no prep required.

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What Does a NetVendor Health Check Include?

Every Health Check works from the same four data points.

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Why Do These Compliance Metrics Matter?

Active vendor count isn't just a headcount. A property that runs most of its work through two or three vendors rather than the full network available to it is a pricing and coverage conversation, not just a compliance one, the kind of financial exposure a thin vendor bench creates even when every vendor on it is fully compliant.

Compliance percentage is the metric most PMCs have never seen in real time. Berger Communities tracked compliance using a physical binder before automating the process. Their Director of Strategic Services, Kristina Super, said it plainly: "It was insane that in 2018, we didn't have an automated system." A live percentage replaces that guesswork with something you can act on the same day.

Compliance trends tell you whether last quarter's changes, a new property, a new PMS rollout, or a staffing change actually helped. This is what turns a status update into an early warning system.

Integration status is what keeps a non-compliant vendor from getting paid in the first place. On Entrata specifically, that connection is proven across multiple accounts: Berger Communities moved from a binder-based process to 100% automated compliance, and Horizon Realty Advisors saw $30K or more in annual labor savings and roughly 30 hours a week back for their team. That's the outcome an integration check protects, on Entrata or any PMS you're running. If you're not sure where your own numbers stand on any of these four, that's exactly what a Health Check walks through with you.

Jeff Wohlschlegel, VP of Product Management at NetVendor, frames the integration this way: "With NetVendor as the source of truth for vendor compliance, the integration gives accounts payable an accurate vendor status at the moment of payment, helping prevent non-compliant vendors from being paid and reducing risk for the property management company."

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Who Runs a NetVendor Health Check?

Every Health Check is run by your named Customer Relationship Manager, not a rotating support queue. They already know your portfolio's history, your PMS setup, and what came up in your last conversation, so the meeting starts at "here's what's changed," not "remind me what you're running."

Dave Bell, Customer Relationship Manager at NetVendor, puts it simply: "I don't walk into a Health Check cold. I already know what changed on your account since we last talked, so we spend the time on what actually needs attention, not catching up."

Health Check vs. Strategic Alignment Meeting: What's the Difference?

A Health Check looks backward and tactically: how your compliance numbers moved, and what needs attention now. A Strategic Alignment Meeting looks forward: where your portfolio is headed and which capabilities (bidding, contracts, new integrations, or the newest AI-driven tools as they roll out) are worth planning for next. Most accounts benefit from both on a regular cadence. 

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What Happens After a Health Check

Findings turn into next steps, not just observations. A declining trend usually points to a specific property or vendor segment. A low active vendor count on a property can become a sourcing conversation. An integration gap gets routed for resolution before it becomes a payment issue. None of this waits for your next scheduled meeting.

FAQ: Common Questions About the NetVendor Health Check

How often should I request a Health Check?

Most accounts benefit from a Health Check quarterly, plus an extra review any time something changes, a new property, a PMS switch, or a portfolio acquisition. If you can't remember your last one, that's a sign it's due.

Is there a cost?

No. A Health Check is included in your NetVendor partnership. There's no additional fee to request one and no minimum portfolio size required to qualify.

What if my compliance percentage comes back low?

That's exactly what the Health Check is for. Your Customer Relationship Manager walks through which properties or vendor segments are driving the number down and helps you build a plan to close the gap.

Do I need to prepare anything beforehand?

No. Your CRM pulls your account data in advance. Come with your own questions, but there's no report or prep work required from your team.

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Is a NetVendor Health Check Worth It?

Yes, if "our compliance is probably fine" isn't a number you can currently prove. A Health Check turns that assumption into a real figure you can see, trust, and act on, before it becomes a claim, an audit finding, or a payment made to the wrong vendor. There's no cost and no prep required, so the only real question is whether you'd rather find a gap now or during your next audit.

"Most PMCs assume their compliance is fine until something proves otherwise. A Health Check is how we find out before that something happens," says Bell.

How to Request Your Free NetVendor Health Check

If it's been more than a quarter since your last one, or you've onboarded new properties, changed your PMS setup, or just want a clear read on where you stand, it's time.

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