A Monday brief on delinquencies and open work orders
A portfolio runs on two lists: who owes money and what's broken. Agent FM reads both from AppFolio every Monday, the delinquency report with who, how much, how many days, and whether a payment plan exists, and the open work orders with anything past SLA, anything urgent, and the vendors who have gone quiet. It updates the ops sheet and briefs you worst first, flagging what looks like a data error rather than a real problem. The week starts with the portfolio's honest condition on one screen, and the delinquency that has been sliding for a month stops being news.
Every Monday, pull two things from AppFolio for [portfolio, e.g. all three buildings]: the delinquency report and the open work orders.
For delinquencies: who, how much, how many days, and whether a payment plan exists. For work orders: anything open past [SLA, e.g. 7 days], anything marked urgent, and vendors who haven't responded.
Update the ops sheet and brief me worst first. Flag anything that looks like a data error rather than a real problem.
