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Eviction and Demand Notice Generation

  • Updated

EliseAI can now automatically generate eviction and demand notices for your communities. This feature allows your team to review, sign, and print multiple demand notices within minutes. 

Property managers may deliver 1000+ demand notices per month in a large market. Agents often must fill out these notices one at a time, and this slow process can result in eviction fillings lagging behind schedule. Elise's Demand Notice Generation feature can solve this problem and save your team valuable time. 

Contact your Customer Success Manager (CSM) to launch Demand Notice Generation for your communities. 

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

Integration Steps by PMS

Follow the following steps based on your individual PMS to be configured to support Demand Notice Generation.

Yardi 

Ensure that initial Yardi setup instructions have been followed here.

  1. Under Entity Type, select Common Data and search for all Elise Integrations (Meet Elise, Elise Collect, etc.)
  2. At the bottom in Import/Export Attachment Types, select the following and press save
    • Tenant - Lease
    • Tenant - Document
    • Tenant - Image
    • Tenant - Attachment

Review And Approve Demand Notices

Follow these steps to review and approve demand notices. 

  1. Click Tasks in your AI Portal's left sidebar. 
  2. Select Eviction Notice Generation in the Task Types dropdown menu. A task called Generate Demand Notice appears in the left sidebar of the tasks page.                                                             02 Generate Demand Notice.png
  3. Click the Generate Demand Notice task. The opens a list of demand notices to review, sorted by community and resident.                                                                                                                             04 Generate demand notices.png
  4. You can review and approve the demand notices in the following ways: 
    1. Check the Select All box at the top of the page to select all the demand notices at once. Click Approve to approve all the demand notices. 
    2. Check the boxes to the left of each community to approve demand notices for that community only. 
    3. Click the down arrows on the right side of the page to see demand notices for each community, labelled by resident. Click on each notice to open a Demand Notice page, on which you can update any details and approve the notice.                                               05 Approve demand notices.png
    4. Click the Plus (+) icon at the top right of the page to generate a new demand notice. This opens a Generate Notice for Resident window. Use this window to search for residents and determine if they qualify for demand notices.                                                                                     05b ad hoc notice generation.png
    5. Click Remind Me to select a later time to approve a demand notice. You may choose do this when a resident promises to pay on a specified date.                                                                 05a remind me.png

Once you approve demand notices, they become available to sign in your AI Portal. 

 

Sign Demand Notices

Follow these steps to sign demand notices. 

  1. Click Tasks in your AI Portal's left sidebar. 
  2. Select Sign Before Serving Notice in the Task Types dropdown menu. A task called Sign Demand Notice appears in the left sidebar of the tasks page.                                                             02a Centralized tasks.png
  3. Click the Sign Demand Notice task. The opens a list of demand notices to sign, sorted by community and resident.       09 notices to sign .png
  4. You can review and sign the demand notices in the following ways: 
    1. Check the Select All box at the top of the page to select all the demand notices at once. Click Sign Demand Notice to approve all the demand notices. 
    2. Check the boxes to the left of each community to sign demand notices for that community only. 
    3. Click the down arrows on the right side of the page to view a list of demand notices for each community, labelled by resident. Click on each notice to open a Demand Notice page, on which you can update any details and sign the notice.
    4. Click the Plus (+) icon at the top right of the page to generate a new demand notice. This opens a Generate Notice for Resident window. Use this window to search for residents and determine if they qualify for demand notices.

Once you sign demand notices, your team can serve them to residents. 

 

Serve Demand Notices

Follow these steps to serve demand notices and confirm their delivery. 

  1. Click Tasks in your AI Portal's left sidebar. 
  2. Select Serve Eviction Notice in the Task Types dropdown menu. A task called Serve Demand Notice appears in the left sidebar of the tasks page.                                                                             06 serve demand notices.png
  3. Click the Serve Demand Notice task. The opens a list of demand notices to print and deliver, sorted by community and resident.                                                                                                           07a serve again.png
  4. Check the Select All box at the top of the page to select all the demand notices at once. Or, check the boxes on the left to select individual communities. 
  5. Print demand notices by clicking Print on the bottom left. This opens a PDF of all your selected demand notices, which is ready to print. 
  6. Click Mark as Delivered on the bottom right to confirm delivery of your selected demand notices. This opens a proof of delivery page. 
  7. Sign or type your signature at the top of the proof of delivery page. Select a method of posting and time of service, then hit Sign and Confirm to confirm delivery. 08 confirm delivery.png
  8. If needed, uncheck the Served Now box to select a previous date as your time of service. This opens a calendar where you can select the date. Note that Elise will not generate new demand notices for your selected residents until 30 days after your time of service. 
  9. Click Mark as Not Delivered for any demand notices you cannot deliver on time. This sends the demand notice back your team to review and modify as needed. 

Demand Notice Flows

You can choose between two demand notice flows, depending on your organization's structure: 

Centralized Team to Onsite Team:

  1. Centralized Team approves and signs demand notices.
  2. Onsite Team returns any demand notices requiring updates to the Centralized Team.
  3. Centralized Team approves and signs the remaining demand notices.
  4. Onsite Team serves the demand notices and confirms their delivery. 

 

Onsite Team Only: 

  1. Onsite Team approves and signs demand notices.
  2. Onsite Team serves the demand notices and confirms their delivery. 

 

Demand Notice Settings

Visit your AI Portal's Delinquency Settings Page to configure settings related to demand notices, including Eviction Notice Day and Eviction Filing Day.

NOTE: Contact your CSM or Support to enable your Delinquency Settings page. 

You can access your Delinquency Settings Page by clicking Settings in your AI Portal's left sidebar, then clicking Resident in the Settings dropdown menu. Click the Delinquency tab at the top of the Settings-Resident Page. (This is probably selected by default)

See the DelinquencyAI Settings article for more information. 

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