Managing Homeowner Status Dropdown Options
Managing Homeowner Status Dropdown Options
Homeowner status controls many functions such as if the homeowner should have late fees applied or if the homeowner should receive posting alerts. Once homeowner status options are set up on the Maintain Drop Down Options screen, they are available for selection in fields such as the Status field on the Primary Homeowner Information screen.
Adding a Homeowner Status
Select System > Drop Down Options. If you are using universal navigation, click Settings > General > Drop Down Options.
On the Maintain Drop Down Options screen, select Homeowner Status in the Drop Down List field.
Click New to add a new row.
Enter a Description for the newly added status and click Save.
Toggle the following conditions as needed for the newly added status:
Posting Alert: When enabled, homeowners will receive posting alerts.
NonBillable: When enabled, homeowners will not be billed when billing is generated, including delinquent fees or delinquent interest. This can be used to differentiate owners who are not billable but may still reside in the community.
Resident: When enabled, homeowners are considered to live at the property and will be included in the resident count such as on the Setup > Association Setup screen. If you are using universal navigation, click Associations > Associations > View All.
StopPay: When enabled, homeowners are in the Stop Pay status. Homeowners in this status will not have their payments processed.
No Collection: When enabled, homeowners will not receive any collection fees. Homeowners in this status are not considered to be in the collections process.
No LateFees: When enabled, homeowners will not be charged delinquent fees or delinquent interest.
Welcome Letter: When enabled, homeowners (for new and resale properties) will receive a welcome letter upon being added to the system.
NOTE: The Welcome Letter template must be set up on the Tools > Correspondence Template screen and then selected in the Welcome Letter field on the Setup > Association Information screen to generate welcome letter. If you are using universal navigation, click Associations > Associations > All Associations. If you are using universal navigation, click Associations > Correspondence Tasks > Correspondence Templates.
No Mgmt Fee: When enabled, the management company excludes those per door counts when generating billing to the association. This status is used for management fee per unit billing count on the Management > Management Fee Setup screen. If you are using universal navigation, click Management > Setup > Management Fee Setup.
Click Save.
Editing a Homeowner Status
Select System > Drop Down Options. If you are using universal navigation, click Settings > General > Drop Down Options.
On the Maintain Drop Down Options screen, select Homeowner Status in the Drop Down List field.
Edit the Description and toggle on/off the conditions as needed.
Click Save.
Deleting a Homeowner Status
NOTE: A homeowner status cannot be deleted if it is assigned to homeowners, collection setups, or association fee setups.
Select System > Drop Down Options. If you are using universal navigation, click Settings > General > Drop Down Options.
On the Maintain Drop Down Options screen, select Homeowner Status in the Drop Down List field.
Select the checkbox(es) next to the status(es) to be deleted.
Click Delete.