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The output

What a resolution packet looks like.

A complete walkthrough of one packet for a common delinquency scenario. Illustrative — not a customer record, and not a live product screenshot.

Sample packet

Illustrative — not a customer record

Resolution packet

Illustrative account · Unit 204

High priority
Unit
Unit 204
Resident
Resident M.
Balance
$2,340.00
Days past due
12
Last payment
~6 weeks ago, $585 partial

Ledger Summary

  • Monthly rent (May)

    $1,170.00

    Charged

  • Monthly rent (June)

    $1,170.00

    Charged

  • Late fee (May)

    Exceeds $50 local cap

    $75.00

    Charged

  • Partial payment received

    Applied to oldest balance only

    −$585.00

    Applied

  • Total due

    $2,340.00

Discrepancy flag: Late fee of $75 exceeds local cap of $50. Recommend adjustment to $50 before notice.

Compliance Status

3-day noticeEligible todayFee cap$50 max (local)Prior payment planBroken 4 weeks agoAssistance referralNot yet offeredMoratoriumNone active

Recommended next action

Adjust late fee to $50, then propose new payment plan before sending notice.

Confidence

78%

Reasoning: Prior plan was broken 4 weeks ago, but resident made a partial payment since then ($585, ~6 weeks ago). Balance is significant but resident is showing effort. Local rules allow 3-day notice today, but offering a plan first reduces escalation risk and is consistent with property policy.

Moderate confidence. Recommend human review of payment timing.

Payment Plan Options

Option ARecommended

$585/mo × 4 months

No forgiveness

Clears balance by Month 4

Option B

$468/mo × 5 months

$0 forgiveness

Clears balance by Month 5

Option C

$780/mo × 3 months

$0 forgiveness

Fastest resolution

Based on resident's prior payment capacity ($585 partial) and property plan templates.

Resident Promise History

  1. ~4 weeks ago

    Payment plan agreement — $585/mo × 4 months

    Status: Broken — No payment received within 10-day grace period.

  2. ~2 months ago

    Verbal promise to pay in full by end of month

    Status: Partially kept — $585 partial payment received.

Assistance Eligibility

Emergency Rental Assistance Program (ERAP)

Status
Likely eligible based on unit size and AMI tier
Deadline
Rolling applications
Action
Recommend referral before notice

Local Housing Authority hardship fund

Status
Requires income documentation
Deadline
Applications close in ~3 weeks
Action
Request documentation from resident

Escalation Status

  1. Reminder sent

    ~6 weeks ago

  2. Payment plan offered

    ~4 weeks ago

  3. Plan broken

    ~4 weeks ago

  4. New plan recommended

    Current step

  5. Notice eligible

    Next

  6. Legal referral

    Later

What each section does

Six panels. One packet. Everything your team needs to decide.

Ledger Panel

Reconciles charges, payments, and flags discrepancies before any notice is recommended.

Compliance Rail

Checks your configured local rules — notice timing, fee caps, jurisdiction-specific constraints.

Action Recommendation

Drafts the next step with reasoning, confidence, and the exact human approval required to send it.

Plan Options

Payment plans drafted from your property templates and the resident's payment history.

Promise History

Tracks prior commitments, partial payments, and which plans broke and when.

Assistance Check

Surfaces eligible assistance programs and their deadlines before escalation.

Every account in your queue gets one.

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