Auction Process in Sitelink - Taking Past Due Schedule to Fruition.
I am having a few issues. Sitelink Support has not been able to answer these questions - mostly because I don't think they understood what I was getting at.
- I am trying to figure out
the auction process. I watched one training video, since I cant find any
others and there is no search function in the Forum for just the training
videos, regarding processing the Auction task, but that didn’t go far enough. I
have units that are scheduled for an auction, the auction ended, now at
what point do I take payment from the auction winner? Do I process the
Auction and then take a payment after that? I should be able to take payment then process the task. The task has a form attached to it called Auction Proceeds. This shows the amount paid for the unit, other account information, and the amount remaining or the amount to refund the tenant if the unit is sold for more than what was owed (because we revamped the auction process, this is happening more often).
- The issue I have is, because we didn’t know when we are to take a payment – before or after we process the auction task, we took payment for a unit that sold for more than what was due and now the unit is no longer in our auction task. Sitelink thinks the tenant is paid in full and then some, even though the auction is ended. The auction was scheduled and when it ends, I don't understand why it doesn't show up on the ledger or in the notes as DATE AUCTIONED.
- There is also an Auction
Proceeds notice that gets sent out. I am assuming this is a sitelink form
because we did not load it. The problem with that form is when I process
the Auction task, it does not ask me how much the unit was sold
for, so it does not automatically load into the form. If I have a unit
sell for more than what was due, it should also load how much we will be
returning to them (the Refund Amount). There are no Keywords for this
information for me to enter into the document.
- Currently, we have to manually enter the information into the Auction Proceeds form, I am hoping the manager gets that correct, and then send that out. There is also nothing in the Ledger stating when the auction ended and what it sold for. Right now its just showing a payment and not from who the payment was made (Auction Winner). Is there a separate way the auction winner can make a payment on a unit (Buy it) and have that show on the Ledger accordingly so we aren’t seeing it as the tenant made a payment?
- I need to know who
bought the unit, their phone number, and the amount. Right now we are just
entering that into the notes. Is there a prompt when we process the
Auction Task that will have the manager enter this information so it
doesn’t get missed or left out?
- Right now, we have to
manually adjust the form when we preview it. I don’t know if that gets
saved when we exit the preview option and if it sends the correctly filled
out form to the tenant or not. Because of this, we are emailing the form
through the preview option when we make the adjustments. This just seems
way too difficult and cumbersome.
Anyone have any thoughts on what I am trying to do here?