Renewals configurations for buildings are managed as settings within EliseCRM. To update Renewal settings, navigate to Settings > Resident > Renewals.
Renewal settings ensure that communications surrounding renewals are provided accurately to your residents. Settings can be configured both portfolio wide (organization level) or at a community level. Changes in the Default Settings view apply to all communities unless community-specific settings are enabled. To adjust settings for a specific community, select the community from the left sidebar.
Note that only Organization Admins can edit Renewal settings.
Configure a Community
When selecting a community, the settings page will contain the same customizable fields as the default view. These fields will only impact the selected community.
- Initially the fields will be greyed out with a toggle beside them. This toggle denotes that the field is inheriting settings from the organization. To disable this, select the toggle and the box will allow for configuration.
Customize RenewalsAI
Within the page, there are three main areas to configure for collections.
- Notice to Vacate: All organizations and communities must denote the number of days required to provide a notice to vacate to ensure proper AI communication.
- Renewal Negotiation: If enabled, the AI will be able to offer other terms to the resident that have been loaded into the residents list of offers.