Delinquent Account Escalation Workflow
A done-for-you property management automation built for the Accounts Receivable Coordinator, connecting Twilio and Mailchimp so the work below happens on its own.
What this automation does, step by step
Overdue accounts automatically move through a defined escalation sequence, an initial reminder, a formal late notice, and finally a referral to legal, based on exactly how many days past due the balance is, instead of the accounts receivable coordinator manually deciding when each account is "bad enough" to escalate.
Every step is timestamped and logged, giving a clean, defensible paper trail if a matter ever proceeds to eviction, and consistent, predictable escalation timing means delinquent tenants can no longer count on inconsistent enforcement to buy extra time.
- Property management platform (e.g., AppFolio or Buildium)
- Zapier or Make.com
- Mailchimp or email
- Twilio (SMS)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done by hand, this depends entirely on an accounts receivable coordinator remembering to check in, update records, and follow up, with no safety net if something slips. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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