Roles

Collections

a property management professional who recovers past-due rent and charges from residents through calls, payment plans and referrals

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Your job, minus the screen work

You recover late rent and fees, and every recovery rests on one thing: a ledger the resident cannot credibly challenge. That means collections starts before anything is late. Then it is calls, promises, plans and, sometimes, a referral.

Where your week goes

  • Answering calls about charges that posted wrong, then reversing and reposting
  • Cross-checking portals and lockbox for payments already in flight
  • Updating the promise-to-pay list in Excel
  • Checking by hand whether yesterday's promises paid
  • Rebuilding attorney packets from four folders

What an agent takes over

  1. Charge checks

    verifies rent, recurring and commercial charges against leases and addenda before they post.

  2. Smart call list

    ranks accounts by balance, age and history, with in-flight payments removed.

  3. Promise tracking

    checks portal, lockbox and ledger the morning after every promise.

  4. Payment plan watch

    flags a missed or short installment within a day.

  5. Referral packets

    assembles notices, service records and ledgers for the attorney or agency.

What stays with you

  • The conversation, and the right tone for each resident

  • Payment plan terms, waivers and concessions within your limits

  • The decision to refer to an attorney or agency

  • Judgment on disputed charges

Apps you already juggle

Your property platform (Yardi, RealPage, MRI, AppFolio, Entrata, Buildium), the payment portal, lockbox or bank portal, Outlook, SMS, Excel and SharePoint.

  • property platform
  • payment portal
  • lockbox and bank portal
  • Outlook
  • SMS
  • Excel
  • SharePoint
  • Yardi
  • RealPage
  • MRI
  • AppFolio
  • Entrata
  • Buildium

A week, before and after

Before

  • Days 1 to 3: fix charges that posted wrong
  • Daily: update the promise list by hand
  • Weekly: rebuild the attorney packet

After

  • Before the 1st: approve the charge corrections the agent listed
  • Daily: work only broken promises and missed installments
  • Weekly: decide referrals from complete packets

See every workflow for your role

See every rent, receivables and collections workflow an agent can support.

Collections workflow catalog 36 property management

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