Copy/paste worksheet
Rent-delinquency follow-up card
Property / unit:
Tenant name(s):
Lease / account ID:
Ledger source checked:
Rent due date:
Grace period / policy source:
Current balance:
Fees shown in system of record:
Prior reminder dates and channels:
Tenant response or payment promise already received:
Payment portal / accepted payment methods:
Is this a reminder, payment-plan discussion, or formal notice path?
Manager / owner reviewer:
Lease or policy source link:
Local/legal notice review needed? yes/no
Customer-safe next message:
CRM labels: RENT-DELINQUENCY-REVIEW, PAYMENT-FOLLOW-UP, MANAGER-REVIEW, NOTICE-PATH-HOLD
Follow-up owner and due time:Tenant-safe reminder starter
Use this only for a routine reminder after the ledger facts are verified. Do not use it as legal notice unless your approved property-management process says it is appropriate.
Hi {tenant_first_name}, this is a quick reminder that our records show a balance of {verified_balance} for {property_or_unit}. You can review or make a payment through {approved_payment_path}. If you already made this payment or believe the balance is incorrect, please reply with the payment date, confirmation, or question and we will check the ledger before taking the next step.AI review prompt
You are helping a property manager organize a late-rent follow-up. Do not invent lease terms, legal notices, eviction steps, fee amounts, payment-plan approval, tenant intent, fair-housing facts, or local-law requirements. Using only the verified notes below, produce:
1. missing fact checklist,
2. tenant-safe reminder draft,
3. manager review questions,
4. CRM labels and follow-up owner,
5. STOP AUTOMATION warnings.
Verified notes:
{paste ledger, lease/policy source, and prior communication notes only}STOP AUTOMATION rules
- Stop if the message becomes a formal notice, eviction threat, collections message, legal claim, or fee/penalty explanation.
- Stop if the balance, fees, ledger date, tenant identity, payment status, or lease source is unverified.
- Stop if AI suggests payment-plan approval, waiver, lockout, service denial, legal deadline, or tenant motive not found in source notes.
- Stop if the situation involves hardship, accommodation, dispute, protected-class sensitivity, local legal notice rules, or manager/legal review.
Where this fits
This resource supports Local Lead Rescue System users who need safer follow-up queues, owner review, CRM labels, and customer-safe message templates for property-management workflows. Pair it with maintenance invoice approval, tenant maintenance scheduling, owner updates, and no-answer follow-up resources before letting AI draft tenant-facing messages.
Back to the Horizon Flow catalog · Start with the free missed-lead checklist