Eviction and Demand Notice Generation

EliseAI can now automatically generate 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
• Review and Approve Demand Notices
• Sign Demand Notices
• Serve Demand Notices
• Eviction Risk Tasks
• Eviction Account Updates
• Demand Notice Flows
• Demand Notice Settings
  • Delinquency Settings
  • Demand Notice Generation Settings
  • Demand Notice Permissions
• Delinquency Reporting

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

To configure Demand Notice Generation for other PMS integrations, please reach out to our support team. 

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.                                                             
3. Click the Generate Demand Notice task. The opens a list of demand notices to review, sorted by community and resident.                                                                                                                             
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.                                               
   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.                                                                                     
   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.                                                                 

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.                                                             
3. Click the Sign Demand Notice task. The opens a list of demand notices to sign, sorted by community and resident.       
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.                                                                             
3. Click the Serve Demand Notice task. The opens a list of demand notices to print and deliver, sorted by community and resident.                                                                                                           
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.
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. 

Eviction Risk Tasks

If a resident's demand notice expires (i.e. the resident has not paid), an Eviction Risk Task with the resident's name appears in your AI Portal. Follow these steps to manage an eviction risk for a resident: 

1. Click Tasks in your AI Portal's left sidebar. 
2. Select Eviction Risk in the Task Types dropdown menu. A task called Eviction Risk appears in the left sidebar of the tasks page.                                                                                                             
3. Click an eviction risk task with the resident's name. This opens an Eviction Risk Alert window.
4. Select one of the two options: 
   1. Select Yes, Eviction Filed to mark the resident as Under Eviction and begin the eviction process. Your AI Assistant stops sending messages to the resident until their balance reduces to $0 while their resident status is Current.
   2. Select No to close the resident's demand notice. In this case, your AI Assistant continues to message the resident. If the resident does not pay within 30 days, another Eviction Risk task linked to the resident will appear on your Tasks page. 

You can manage a resident's eviction timeline directly on their guest card. See Eviction Management on Resident Guest Cards for instructions. 

Eviction Account Updates

An Eviction Account Update task appears in your AI Portal when a resident under eviction makes a payment or moves out.

Address these tasks right away to avoid delays and unnecessary costs. Follow these steps to manage eviction account update tasks. 

1. Click Tasks in your AI Portal's left sidebar. 
2. Select Eviction Account Status Update in the Task Types dropdown menu. A task called Eviction Account Update appears in the left sidebar of the tasks page.                                             
3. Click on the task you want to manage. This opens the Account Status Change Alert page.
4. Choose one of the four options in the window: 
   1. Dismiss the task. This results in no change to the existing eviction.
   2. Change the eviction status manually on the resident's guest card.
   3. Close the existing eviction.
   4. Generate a new demand notice to restart the eviction process for the resident. 

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

Delinquency 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. 

Demand Notice Generation Settings

Use the Demand Notice Generation Settings page to upload default forms and configure related settings. 

You can access your Demand Notice Generation 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.

Use the Default Organization Settings section to configure organization-wide demand notice settings. You can upload forms to use as templates and adjust settings like Percent of Rent, Balance Threshold, and Date Format. 

Use the Custom Building Settings section to configure demand notice settings for specific communities. 

Demand Notice Permissions

Use your Demand Notice Permissions page to assign demand notice permissions to your team members. Note that your ability to do this depends on your assigned role within your organization. 

You can access your Demand Notice Permissions Page by clicking Settings in your AI Portal's left sidebar, then clicking Resident in the Settings dropdown menu. Click the Demand Notice Permissions tab at the top of the Settings-Resident Page.

Use the Select Permissions dropdown to select one or more of the following permissions: 

• Generate Demand Notices
• Sign Demand Notices
• Serve Demand Notices

Use the Add Users menu to attach team members to your selected permissions. Then, click Add Users to Permissions to create the assignment. 

Delinquency Reporting

Use your Delinquency Reporting Dashboard to view data on your organization's demand notices and evictions. See Understanding Your Reporting Dashboard - Delinquency for more information.