DelinquencyAI Settings Overview & Instructions

You can configure Delinquency Settings for your organization and individual communities in the AI Portal. These settings ensure that your AI shares accurate delinquency information with your residents. 

To access Delinquency Settings:

1. Click on Settings in your AI Portal's left sidebar.
2. Click Resident in the Settings dropdown menu. 
3. Click the Delinquency tab on the Settings - Resident page. 

Navigate to each section of this article with the links below: 

• Organization and Community Settings
• Add Users
• Configure Delinquency Settings
  • Required Settings
  • Optional Settings
  • Delinquency Calendar
  • Former Resident Collections
• Additional Settings

Organization and Community Settings

You can adjust delinquency settings for your whole organization or for individual communities.  

To adjust delinquency settings for your whole organization, select Default Settings in the page's left sidebar. (This may already be selected by default) 

To adjust delinquency settings for a specific community, select the community in the left sidebar.

Each community automatically inherits your organization-wide delinquency settings. These inherited settings are locked and grayed out on each community's settings page. Toggle each setting's purple switch to unlock the setting and adjust it for the specific community. 

You must fill out required delinquency settings for each community to ensure the best possible performance from your AI Assistant. An Orange Icon appears next to communities with incomplete settings. 

Add Users

For each community that uses DelinquencyAI, you must assign at least one user to the following roles:

• Accounts Receivable 
• Regional Delinquency Manager

Assign these users by clicking Invite Users in the page's top right corner. This opens an Invite Users window, in which you can assign users to Accounts Receivable and Regional Delinquency Manager. 

You can also update settings for existing users to assign them either role. See the Creating and Editing Users article for detailed instructions. 

Accounts Receivable users can:

• View and manage Delinquency tasks
• Adjust Delinquency settings
• Receive delinquency Daily Reports
• Suggest Delinquency Knowledge (but not approve)

Regional Delinquency Managers can: 

• View and manage Delinquency tasks
• Adjust Delinquency settings
• Receive delinquency Daily Reports for underperforming communities 
• Suggest and approve Delinquency Knowledge

Configure Delinquency Settings

You can configure three types of settings on the Delinquency settings page: 

• Required Settings: Includes Rent Due Day, Eviction Notice Day, and Late Fees. You must fill in required settings for all your communities to ensure accurate communication from your AI Assistant.
• Optional Settings: Includes blackout days, or days in which no AI communication occurs.  
• Former Resident Collections: If enabled, the AI Assistant reaches out to former residents of your communities to collect outstanding payments.

Required Settings

This section describes each required Delinquency setting.

• Payment Link: A generic URL for your payment portal or website where residents can pay their balance. Avoid including marketing source tracking in the URL. 

• Rent Due Day: The day of the month on which rent is due at the community

• Eviction Notice Day: The day of the month on which you begin to post Eviction Notices or Notices to Quit

  • Contact Support to set an Eviction Notice Day more than 31 days past the 1st of the month.

• Eviction Filing Day: The day of the month on which you may file evictions.

  • On this day, the AI hands off an Eviction Risk Task for residents who still owe rent. Your Accounts Receivable users must complete this task as soon as possible to indicate if you filed an eviction against these residents. 

  • Contact Support to set an Eviction Filing Day more than 31 days past the 1st of the month.

• Late Fee Amount and Day: The dollar amount charged to residents after a specified number of days past the rent due date.  

  • Click the "+" icon at the top of the section to add additional late fees.

  • Click the "x" icons on the right to remove late fees.  

  • Check the Apply to specific lease dates box below a late fee to apply specific lease start and end dates. 

Optional Settings

• Blackout Days: Days on which your AI Assistant cannot proactively reach out or send follow-up messages to residents. Note that the numbers you enter apply to days of the month, and not days of the week. 

  • Your AI Assistant can still respond to any messages sent by residents on Blackout Days.
• Followup Days: Days on which your AI Assistant sends reminders to residents with outstanding balances.
  • Follow-up days are set by default and typically cannot be adjusted. However, you can prevent your AI Assistant from sending follow-ups on a given day by adding a Blackout Day.
  • Residents receive no more than three follow-up messages within any seven-day period. 
  • Factors like on-time payment history and payment method determine the timing of follow-up messages to each resident.  

Delinquency Calendar

All dates you enter on the Delinquency Settings page appear on the calendar at the bottom of the page. You cannot edit this calendar directly. Instead, you can change a date by updating its respective text box. 

Former Resident Collections

You can enable AI Assistant follow-ups to former residents with outstanding balances. 

NOTE: Check with your organization leaders before enabling former resident collections. Local regulations may apply. 

You may turn on former resident collections by checking the box next to "Contact Former Residents?". Then, you can fill in two required days. 

• Start communications: The number of days after move-out your AI Assistant waits before sending payment reminders to former residents. This is often the length of time it takes your accounting team to finalize move-out statements.

• Stop communications: The number of days after move-out your AI Assistant waits before it stops sending payment reminders to former residents. This is often shortly before you send a resident to a collections agency, or 120 days (due to regulations), depending on which day comes first. 

By default, your AI Assistant follows up with former residents every three days. Contact support@meetelise.com to change this.