AR Collections Workflows
Build Your Perfect Workflow,Then Let It Run Automatically
Manual outreach is inconsistent. Notices can be delayed or missed, and owner communications can fall through the cracks. Workflows change that. Set outreach triggers once and the right communication goes to the right owner at the right time, automatically.
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The Right Message, to the Right Owner, at the Right Time
Every workflow is built around real payment data, not a fixed calendar. Set a minimum balance, a delinquency age threshold, or a combination of both as the trigger. When an owner meets the criteria, the communication goes out automatically, on schedule, without anyone lifting a finger. No manual steps. No missed notices. No exceptions.
Pre-Approved Templates, Ready to Use
Every communication sent through a workflow uses a pre-approved, compliant template. Without ad hoc messaging, risk is mitigated and you don’t waste time scrambling for the right language. Templates are editable for custom messaging or can be replaced entirely with a custom communication.
Set It Once. Enforce It Every Time.
Inconsistent enforcement is a liability. When some owners get notices and others don’t, associations open themselves up to selective enforcement claims. Workflows reduce that risk. Every owner who meets the criteria gets the same communication on the same timeline, across every community in the portfolio. Set it up once, and the system handles the rest.
Why Workflows Matter
Speed to Engagement
Homeowner Reach
Fair Enforcement
Time Investment
Manual Outreach
Notices sent inconsistently or late
Owners fall through the cracks
Selective enforcement risk
Time spent copying old emails and finding templates
Automated Workflows
Right message delivered on the right timeline, every time
Every qualifying owner reached automatically
Objective, criteria-based enforcement across all communities
Pre-approved template library ready to use out of the box
Manual Outreach
Notices sent inconsistently or late
Owners fall through the cracks
Selective enforcement risk
Time spent copying old emails and finding templates
Automated Workflows
Right message delivered on the right timeline, every time
Every qualifying owner reached automatically
Objective, criteria-based enforcement across all communities
Pre-approved template library ready to use out of the box
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