CPI Profile Vault
Enter it once. Verify it once. Use it everywhere.
One safe place for your association or business record, behind your own password. Start with what you know today. CPI staff help with the rest, check the key facts once, and keep it current, so the work is done before the storm, the bid or the renewal, not during it.
How it works
1
Enter it once
Open your template and type what you know. Blanks are fine. Save any time; it is yours, behind your own password.
2
Verify it once
CPI staff check the key answers (licence, insurance, registration) against the record and mark them Verified.
3
Use it everywhere
Bid forms, directory listings, board packets and renewals pull from the same file. Nobody types it again.
4
Keep it fresh
The vault watches end dates and tells you before a licence or policy runs out. One update fixes every copy.
Profile templates, one layout
Every template opens with the same “Who you are” section and ends with the same “Sharing and your signature” section, so every file looks and works the same way.
Community Association (HOA / Condo)
Boards and managers of homeowner, condominium and co-op associations.
11 sections · 97 questions · 32 can be verified
Community Association Manager (CAM)
Licensed managers and management firms.
8 sections · 49 questions · 15 can be verified
Roofing Contractor
Roofing companies that serve associations.
8 sections · 70 questions · 24 can be verified
Landscape and Grounds Company
Lawn, tree, irrigation and grounds companies.
9 sections · 92 questions · 36 can be verified
Security, Camera and TV / AV Company
Camera, access control, gate, alarm, guard and TV / AV companies.
8 sections · 71 questions · 30 can be verified
Professional Services
Attorneys, CPAs, engineers, reserve specialists, architects and mediators.
6 sections · 43 questions · 11 can be verified
More trades ▾Pool care, elevators, fire safety, pest control, handyman and general trades, towing. Tap to open.
Pool and Spa Service
Companies that clean, service, repair or rebuild community pools and spas.
7 sections · 56 questions · 17 can be verified
Elevator Company
Companies that maintain, repair, inspect or modernize elevators and lifts.
7 sections · 54 questions · 16 can be verified
Fire Sprinkler, Alarm and Extinguisher Company
Companies that install, inspect and repair fire sprinklers, alarms, extinguishers and backflow.
7 sections · 53 questions · 16 can be verified
Pest and Termite Control
Pest, termite (WDO) and rodent control companies.
7 sections · 53 questions · 16 can be verified
Building Trades (General, Plumbing, Electrical, A/C)
General contractors, plumbers, electricians, A/C and painting companies.
7 sections · 53 questions · 16 can be verified
Private Property Towing
Towing companies that remove vehicles from association property.
7 sections · 54 questions · 16 can be verified