Have an idea on how to make Sertifi better? Let us know!

We're always working to improve our product and we're eager to hear from you, our customers. Please use this portal to share your ideas for new features or general feedback about our platform. Feel free to browse others' suggestions as well and use the upvote button to let us know which features you think we should prioritize.

If you need immediate assistance, please reach out to your account team directly.
2 votes

ACCESS TO ALL SERTIFI FOLIOS FOR THE SAME PROPERTY

Sometimes the CC Authorization forms are sent from another associate or manager and when they add to the comments "cc authorization on file" we can't find it because ...
Suggested by: Le'Anne (20 Aug, '25) Upvoted: 20 May Comments: 0
Under consideration Permissions
2 votes

Department Specific

We would like to be able to only see the credit card authorization forms that pertain to our department.
Suggested by: Terra (15 Aug, '25) Upvoted: 15 May Comments: 0
Under consideration Permissions
1 votes

The privilege to just send a form

Is it possible for some associates to just have the power to send a form to anyone who requires or request a form. The viewing rights for that form would then be sent ...
Suggested by: SPWS (24 Aug, '25) Upvoted: 24 Aug, '25 Comments: 0
Under consideration Permissions Workflow