Notifications, alerts, and team handoffs

An alert is not enough if the team does not know who owns it. Decide whether the action belongs to the accountant, lease owner, marketing, manager, or support.

Do not close an alert until the action is completed or the reason for delay is documented.

Overdue collection, lease expiring soon, unpublished unit, expense needing review, owner payable balance, or integration requiring setup.

If an action moves from one person to another, record the latest decision, reason, and next step. This is more important than sending a short message without context.

Any automated alert should be treated as operational assistance. Do not use it as a final decision without reviewing the source record.

Use this article together with dashboard metrics: collection rate, overdue rent, expiring leases, open expenses, owner balances, and alerts.

If the decision affects an owner, tenant, or financial transaction, ask the responsible role to review the record before execution.

Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.

If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.

This is documented as an available workflow, but results can still vary by user permissions, agency settings, and data quality.

If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.