Renewals and collections that run the sequence for you.
Renewal outreach and delinquency follow-up are run by hand — manual reminders, follow-up sequences, and someone remembering who to chase. This workflow runs both cadences on policy, tracks responses and payment promises, and escalates at your thresholds, while terms, waivers, and legal steps stay with staff.
Renewal and collections automation should run renewal and delinquency outreach on a policy-driven cadence, track responses and payment promises, and escalate at thresholds, while routing lease terms, waivers, and legal action to staff.
A renewal or delinquency touch executed on policy and logged to the resident record, with responses and promises tracked — or a routed escalation for terms, waivers, and legal action.
Hundreds to thousands of renewal and delinquency touches per month across a portfolio, concentrated around lease anniversaries and rent due dates.
This workflow is a fit when the operational drag is obvious even if the root cause is not.
- ✓Renewal outreach and delinquency reminders depend on someone manually remembering who to contact and when.
- ✓Follow-up sequences are inconsistent across properties, so some residents get chased and others slip.
- ✓Payment promises and renewal responses live in scattered notes instead of a tracked, escalating workflow.
What the straight-through workflow looks like.
The goal is not to hide judgment. It is to make the repeatable path fast and make the exception path obvious.
Watch renewal windows and ledger aging, and start the correct outreach cadence at each policy milestone automatically.
Send renewal offers and delinquency reminders across email and SMS on your schedule, in your tone and language requirements.
Capture renewal intent, payment promises, and partial commitments, and log each one against the resident record.
Non-response, broken promises, and aging past your limits escalate to staff or your collections process with the full history.
Lease terms, rent increases, waivers, payment plans, and legal steps route to a person — the workflow runs the cadence, not the judgment.
Automation only matters if the economics and queue shape improve.
| Metric | Before | After |
|---|---|---|
| Outreach consistency | Ad hoc by staffer | Every resident, on policy |
| Weekly follow-up time | 10-20 hours | 2-4 hours |
| Renewal outreach lead time | Often late | On schedule |
| Promise / response tracking | Scattered notes | Logged + escalated |
The workflow only becomes buyable when the boundaries are explicit.
Rent increases, lease terms, waivers, payment plans, and any legal action are human decisions; the workflow runs outreach, not negotiation.
Timing, channels, quiet hours, and language follow rules you set, with collections messaging scoped to stay within your compliance requirements.
Promises and responses are tracked, but applying payments, waiving fees, and adjusting balances stay in staff hands.
Every message, response, promise, and escalation is logged to the resident record for compliance and dispute review.
Buyer questions this workflow should answer clearly.
No. It runs the outreach on schedule and tracks responses; terms, increases, waivers, and payment plans are routed to staff for the decision.
Cadence, channels, quiet hours, and language follow the rules you set, and collections messaging is scoped to your compliance requirements with every touch logged.
No. It tracks payment promises and responses, but applying payments, waiving fees, and adjusting the ledger stay with staff.
Non-response and broken promises escalate at the thresholds you set — to staff or your collections process — with the full outreach history attached.
Yes. It triggers renewal outreach off lease dates and delinquency follow-up off ledger aging, each on its own policy-driven cadence.
Vertical pages where this workflow shows up
Want to see what renewals and collections looks like in your stack?
We will map the workflow, define the completed unit, show the exception boundaries, and quote the economics before anything goes live.