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  • What's New?
    2025
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    2023
    December New Features and Updates
  • FAQs
    Access Control
    Adding, Updating, and Generating Documents
    Can you get notified of a document generation error? Can you make tenant documents always appear as visible within the Tenant Profile? Can you manually send documents like a copy of the lease, invoice statement, etc using non-certified mail through Hummingbird?
    Auction Management
    If an Auction has already been processed, can you add an additional fee for your previous tenant? Can you schedule an auction without a prompt from Hummingbird's Delinquency Automation? If a tenant's Space goes into auction, do they have to be notified when Space is sold and the winning bid amount? If a tenant's space goes to auction, are they notified of the winning bid amount and if the space is sold? What is the minimum amount required for a scheduled auction to close?
    Billing and Taxes
    Are taxes on a rental payment applied prior to applying a promotion? Are taxes applied on late fees? If a property is on anniversary billing and a transfer occurs, what would be the new billing date? If there are two open invoices and a tenant makes a partial payment, which invoice will the payment get applied?  While catching up with an account that is past-due for a few months, in what order is a payment applied? If a tenant is on a quarterly or yearly billing cycle and misses a payment, will they still be billed quarterly or yearly? How many days before the due date is an invoice generated? How often are invoices sent to tenants? What happens to an invoice amount when a tenant vacates a Space mid-month? How is tax applied to an invoice? What happens to the excess amount if a tenant overpays an invoice? Is there a difference in tax rates for different types of storage Spaces? How are taxes handled if a tenant rents a Space in a different state? What happens if there is a change in tax rates for a state? how do they reflect on invoices? Can you add additional discounts or promotions for tenants on a multi-month billing cycle? How are these applied? If you change the billing day for a lease with a quarterly or annual payment cycle, when does it come into effect? If invoices are not paid on time, in what order does a subsequent payment get applied? Also, in what order does a payment apply across invoice lines - Rent, Coverage, Taxes, Late fees, etc.? Is a tenant eligible to receive certain discounts on rental rates if they pay for multiple months in advance? Does Close of Day support petty cash? Do you need to Close the Day every day to ensure there are no financial or accounting errors? Are the Available Payment Types on invoices configurable? For anniversary billing sites, does the billing cycle need to match when an existing tenant adds a new space?
    Birdeye
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    Charm
    Are leads automatically created for incoming calls? How can a district manager listen to past calls? What is expected behaviour if no agents answer the call? What is the expected behaviour for a signed-in agent if another agent answers a call before they do? What is the behaviour if multiple tabs are open for a signed-in Charm agent and a call comes in? Can agents manually enter credit card numbers when they are on a charm call? How long does the user have to enter their card number before entry times out? What happens if the user enters invalid data for card number, CVV, or expiration date? What happens if the user enters card data that passes field validation but results in a payment processing error? (Issuer rejection or payment gateway error) Can a Hummingbird user present a card payment using a payment terminal if they are on a charm call? Does the caller have to re-enter all card information if a card payment is rejected by the payment processor? As an agent, I briefly hear a phone ringing sound (as if I’m phoning someone) when I pick up the call. Why and what does this mean? What is the caller’s experience if they are placed on hold? I moved the Toast to the bottom of the page, but it disappeared. How can I make it reappear? Is the agent availability status retained when an agent logs out and logs back in? Is it possible to delete a call recording or voicemail from Charm? Why does Charm immediately hang up on the caller when pressing the green answer button to take a call? Can we take calls directly on cell phones? How does call forwarding work, and how many people can be included? Does my browser need to stay active to hear Charm call notifications? Will calls be missed if the browser goes to sleep? Why does the “Retired” lead status not change to “Active” if a retired lead calls the property? Why does the call length value in Charm Phone Call Log Report not match the length of the call recording?
    Delinquency
    What does an Overlock do in the Delinquency Process? Can you create a manual task outside of the Delinquency Automation and have that task be reoccurring? How much does a delinquent tenant have to pay in order to become current again? What are the supported delivery methods for generating documents during delinquency? If a tenant changes their delinquency structure (for example, the lien fee days from 35 to 30), does this impact all tenants or only new ones that go into lien? Can you send delinquency notices to the business representative? If there are two alternate contacts for a Space, will both of them receive delinquency notices?
    Discounts, Promotions, Coverage, and Services
    Can you change insurance in the middle of the month or at any point in time? If a tenant has their own insurance but doesn't provide proof within 30 days, does Hummingbird automatically enroll them into the standard coverage option? When are tenants considered covered by Storelocal protection?
    Gate Access
    Can a gate access code have alphanumeric characters? What is the maximum allowed length for a gate access code? Can you modify a gate access code length? If a tenant rents more than one Space in the same property, can the same access code be set for all rented spaces? Can a family member or contact of a tenant be assigned their own gate access code? Does Hummingbird allow excluding certain values for use as gate access codes for security purposes? When linking contacts in Hummingbird, does the Access Code need to match for both contacts? Are DaVinci lock codes sent to all online rental customers despite their ID Verification status? Can you disable gate codes from being included in the automated rental emails if your property uses gate fobs instead?
    Generic Questions
    What is the difference between Hummingbird properties and Non-Hummingbird properties? Can you search for tenants using their phone numbers? How to make new feature requests? Why does Hummingbird ask permission to use my microphone when logging in? What services does Hummingbird Integrate with? How can you subscribe to new applications? What is the Base Rent, and how is it calculated? How does lead retirement work, and can you customize it?
    Mariposa (Website) FAQs
    Is there a way to add YouTube videos on the website, within a company page? Can tenants update their email and contact information via the online portal? If a tenant updates their address on the website, will the address in Hummingbird also be updated? Where can you modify Soft Reservation Notification emails? How do you set up a discount to be applied at online checkout? Do you have to use a discount code? How do you publish content for a date in the past? Can you change the unit illustration image displayed on the self-storage website? Is there an option to mandate Autopay for all tenants when they pay online? Can you modify the reservation days on the self-storage website? What are advance reservations and how do you enable them? How do I add a marketing banner at the top of the self-storage website? How can you change the email address from which messages are sent to tenants?  Where can you modify the "Size Disclaimer" text on the website? If the 15-minute hold timer expires while the customer is still on the Rent Now Mariposa screen, will they have to restart or will a new unit be assigned? If different Rate Variance settings are specified in the FMS Initial Setup and Website General Settings, which one takes precedence? Does Mariposa/Incode accept passports as a valid ID during the online rental process? If No, then which IDs are accepted? What is the significance of "Enable Account Edit" in the FMS Initial Setup section of Website CMS settings? Can you integrate XPS live chat with Mariposa? What is the difference between Enable Cart Abandonment" and "Email Abandoned Rental Notification" in the FMS Initial Setup section of Website Settings? What is GDS ID?
    Payment, Refunds, and Fees
    How do I ensure that Automatic payments (Autopay) is enabled for all the upcoming rentals at my property? What is the difference between Refunds, Offline Reversals, and Chargebacks? Which Terminal is Recommended for Tenant Payments for Accepting Card payments by Swiping/Tapping/and Typing Pin? A tenant has a prepaid balance and Autopay enabled. How is the payment deducted, from the prepaid balance or their card since Autopay is enabled? Why is there a Void option for Cash payments in addition to Refund? What does each signify? How can you know if a payment was made from a One Time Payment Link? Does Autopay provide additional discounts on rentals? Does a tenant incur any additional fees for making rental payments with a credit card? How long does it take to deposit an ACH payment? While catching up with an account that is past-due for a few months, in what order is a payment applied? While taking a payment from a tenant via Check, how do I record the amount associated with the check in Hummingbird? What is a Paid through date? How do you know when there is a payment failure? Can you find details about a failed transaction? When autopay fails (for reasons like NSF), when is the NSF fee applied, at the first failure or after all the attempts run? Is there a way to perform a merchandise return/refund that is sold to a walk-in customer who is not a tenant? Can I refund credit card transactions anytime in Hummingbird, or is there a limit on the number of days? Can you re-issue the same invoice after its voided? Which payment methods are supported for one-time payment links? If an Autopayment was made today, can a user void it the same day? If a tenant is on a quarterly or yearly billing cycle and misses a payment, will they still be billed quarterly or yearly? Why is there an ability to set Autopay to re-run for 'X' days after the billing date? What is the difference between a Variable Fee and a Fixed Fee? How to Issue a Refund to a Tenant Why must customers manually link each unit to their online account, even if they are already linked in Hummingbird? Why can't all units associated with their info or the first linked unit be automatically pulled in? Is there a log of changes when a tenant updates their account information? Are tenants required to sign an Autopay addendum when enrolling or is this only a requirement in certain states/a preference for certain operators? How can you waive a month’s rent, late fees, advertising fees, etc. for a tenant? Does the CC Chargeback option refund a payment to a tenant or just removes it from the ledger?
    Reports
    How to set up recurring reporting within Hummingbird? What do you do if the Lease does not get generated or is incorrect? Is there a Report that shows all the transactions that occurred through Tenant Payments? Is there a report that shows how much is collected in late fees? Is there a report that shows past tenants? Can you set up Hummingbird to generate activity logs for tasks performed by Property Managers? How do I know the origin of a Payment (i.e. via payment terminal, autopay, on file/manual, etc.) in a Financial Report? Is there a report that can provide information regarding Chargebacks?  Is there a report that shows which user retired a lead? What do you do if you get a timeout error while downloading a report for all your properties? Is there a report that shows the Tenants’ Credit Card Expiration Dates? Why does the Rent Change Summary in MSR not match with the Rent Change information in the Rent Management Module?
    Reservations and Move-Ins
    If a Tenant reserves a Space and they don't move in, will the Space go back into inventory automatically or will the manager have to manually take action? Does Hummingbird allow screening for blacklists in the rental flow? When a rental/reservation is initiated, there is an option to choose “how did you find us”. Is there a report to find how many times a source was selected? Can you see who Moved in and Moved out every month on the Dashboard? Where can you update a tenant's vehicle information after a move-in? How can you add the vehicle details after the tenant has signed the lease and moved in? When renting as a business, is the lease agreement generated with the business representative's name? Can you change a business profile to an individual profile? How can you view the Rental Abandonments in Hummingbird? Where can you find a record of the Lead Source information captured while moving in leads? Is there an option to restrict online reservations when only one unit remains available? When you make a reservation, is the price listed at that time saved even if rates change later?
    Revenue Management
    If you have a Prorize integration, can you make rent changes for your tenants? A tenant has a scheduled rent change for February and an existing invoice with a prepaid amount. Will the invoice be updated to the new rent amount on the Rent Change's effective date? Can a rental rate increase be applied in the middle of a payment cycle? While uploading a file in the Rent Change Queue, can I add new tenants or only the existing tenants whose rent is due for adjustment? What is the preferred file format? Are the rent plan defaults only available for value pricing or can you assign an automated rent plan to a space with no value tiers? Is the "Last Rent Change (Days)" column in the Rent Change Queue based on the current date or the effective date of the scheduled rent change? If an automated rent change is delayed due to an issue, and the system would normally approve it automatically, why would it then require manual approval? Is there an extra background check for these rent changes?
    Roles and Permissions
    How do I enable a user to Write off a past-due amount for a tenant as a loss to the property? If you’re unable to change a user’s role or permission, what could be the reason? Which permission controls whether a user can edit the autopay bill date? What can a user with No Permissions do and see within Hummingbird?
    Scheduling and Completing Tasks
    Does Hummingbird allow automatic task creation on a business event or trigger? Does completing an Overlock task on the Mobile Manager also impact Noke doors?
    Space Management
    Why do Spaces show as “Pending” in Hummingbird? How do I Delete Spaces from Hummingbird? How can you request to have a Space map configured for your property? Is there any permission required to change a space’s status from Online to Offline or vice versa?
    Tenant Communications
    How do I disable the functionality of sending monthly invoices to tenants via email? Let’s say, you have sent out an SMS in bulk to your tenants but some of them cannot see it in their Communications in Hummingbird. What could be the reason for this? Are property specific Email/SMS do not disturb settings based on the time zone where the property is located? Can you make alternate contacts mandatory? Can notes be deleted from a tenant profile? Can we resend failed documents via SimpleCertified in Hummingbird, or can we only download the failed documents and manually mail them out?
    Tenant Data Warehouse (TDW) and Business Intelligence (BI)
    General Overview of the Business Intelligence Tool Dashboard Customization and Use Data Filtering and Slicing Revenue, Occupancy, and Performance Tracking Data Accuracy and Validation Integration with Other Tools Technical and Setup Information
    Transfers and Move Outs
    How can you view "Moved out units" or contracts of tenants who have moved out? Can you transfer a tenant from one property to another one? Can you undo or back date a move-out? Can you transfer a past-due tenant to another Space within your property?
    Value Pricing
    What is Value Pricing? How Does Value Pricing Work? What needs to be configured for Value Pricing to work? Which views need to be enabled for Value Pricing to work? Can I change the name of the Value Pricing Tiers? What is Space Scoring? Does Space Scoring impact whether a unit is categorized as Good, Better, or Best? What does Custom Value Pricing do? Can I assign Rent Plans to my Value Pricing Tiers? Why don’t some units appear in Grid and List view?
    Payment Rejection Types – Explanation and Guidance
    Why is my payment getting rejected? Possible Duplicate Request Invalid Service Expired Card Inactive Terminal (Backend) Cannot Complete Because of Violation Do Not Honor Invalid From Account Suspected Card Insufficient Funds Withdrawal Limit Exceeded Invalid Card Suspected Fraud Customer Requested Stop of All Recurring Payments from Specific Merchant PIN Attempts Exceeded Invalid Amount General CardAuth Decline
  • Home
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  • 2024
  • October New Releases and Updates

Delinquency Improvements - Delinquency by Space Type & Conditional Delinquency

Table of Contents

Delinquency by Space Type Conditional Delinquency How does Conditional Delinquency Work? Configuring Conditional Delinquency Workflow Action Definitions

Delinquency by Space Type

Delinquency by Space Type allows individual space types to have their own unique delinquency flows, allowing operators to have more control over how tenants are affected by delinquency within Hummingbird.

It also introduces a hierarchy of delinquency flows, where properties can either adopt the corporate settings for a portfolio, or have their own unique delinquency automations based on their operating procedures.

Delinquency by Space Type can be accessed by going to Automations within Hummingbird settings. This replaces the former Delinquency Automation page within Settings.

Delinquency by Space Type displays delinquency workflows not only for every state or territory where you have facilities, but also every Space Type configured within Hummingbird. This enables you to affect tenants storing at standard storage differently than those who are using parking spaces or other niche space types.
Note: Delinquency by Space Type supports Storage and Parking Space Types.

Each state or territory's workflow can be disabled at the Corporate level, or at the Space Type level. Turning off the workflow at the space type or state level will pause all delinquencies and will not initiate any new delinquencies. Turning the workflows back on will resume all paused delinquencies.

Delinquent tenants who were left unaffected by the pause in delinquency will be enrolled into delinquency once the next rent invoice is issued.

Each delinquency workflow can be Enabled or Disabled at both the Corporate level and the Space Type level:

  • Disabling a workflow at either the space type or state level will:
    • pause all delinquencies currently in progress.
    • not initiate delinquency for tenants who should become delinquent during the pause.
  • Enabling the workflow again will:
    • resume any paused delinquencies at the same stage where they were paused.
    • initiate delinquencies when new invoice payments are missed.
    • not initiate delinquency for tenants that would have become delinquent during the pause. They will only become delinquent once a new invoice is due and payment is missed.

Hovering your mouse over the icon next to the toggle switch shows the last user who activated or deactivated Delinquency, along with the timestamp of when the action occurred.

Additionally, there are three different statuses for the delinquency workflows based on their edited status: Tenant Process, Corporate Modified, and Property Modified. These levels of specificity enable operators to have full control over the delinquency workflows applied across their properties.

  • Tenant Process is our standard workflow, based on industry standards and best practices.
  • Corporate Modified means the workflow has been edited at the corporate level.
  • Property Modified means that the workflow has been edited specifically at the property level.

You can view which properties are affected by a workflow, and what level of modification has occurred for each property, by hovering over the Applies to X Properties text.

Conditional Delinquency

Currently, delinquency automation is purely time-based, and when delays or errors occur, there’s a high risk of falling out of legal compliance. This risk is increased because delinquency flows often have a mix of manual and automated actions.

With the introduction of Conditional Delinquency, actions are now triggered by real-time events or conditions rather than fixed dates. This improvement ensures that actions are executed at the right time, reducing confusion and enhancing the overall effectiveness of the delinquency management process.

Conditional Delinquency allows operators to create delinquency stages dependent on key delinquency actions and is triggered based on specific conditions such as “After Action” or “After Delinquency.” For example, in most states, lien notices can only be sent out after the auction date has been set. With Conditional Delinquency, the lien notice depends on the auction date being set within Hummingbird before it can be automatically sent out via the delinquency workflow.

When a manual task is created, such as a phone call, that action may not be completed on the same day. A dependent action, such as adding a fee, can be relative to that action being completed rather than being mapped to a specific day on the delinquency timeline.

This allows operators to create flexible delinquency workflows that account for delays or failed critical actions.

How does Conditional Delinquency Work?

Conditional Delinquency introduces the ability to create Linked Stages, which depend on past successfully completed actions.

Creating a Linked Stage follows the same process as creating a Delinquency Workflow as before.

When creating a Stage, the operator provides a name and a description and defines the timeframe when this stage occurs and what event this Stage is linked to.

Using the previous example, the Lien Notice document generation and delivery can be tied to the Schedule Auction action in a previous delinquency stage. This ensures that the Lien Notice does not go out unless the Auction has been scheduled.

Linked Stages can be tied to various events, from fees being applied to status changes.

Conditional Delinquency interacts alongside our standard time-based delinquency stages. Thus, introducing conditional delinquency does not affect or break any existing delinquency workflows. 

Additionally, Hummingbird's Delinquency Automation settings page has new UI changes. This page outlines which stages follow the standard time-based process and which stages are action-based.

Configuring Conditional Delinquency

To create a New Stage via Delinquency Workflow in Hummingbird:

  1. Add a New Stage: In the Delinquency Workflow, click Add New Stage to create a new dependent stage.

2. Select Dependent Task: Choose the task that must be completed for this stage to trigger. A dropdown menu will display all available actions programmed into the workflow. Select the desired action.

3. Define the Activation Timeframe: Specify when this stage will activate - either immediately after the dependent task is completed or after a set number of days. For instance, you can schedule the Schedule Auction task to occur 20 days after the Lien Notice is sent, ensuring compliance even with delays.

4. Set Stage Actions: Define the actions that will be triggered when the dependent task is successfully completed.

5. Save the Stage: Click Save Stage to finalize and save the new stage.

The newly created stage appears in orange, marked with a link icon next to it, indicating the dependent action and its stage.

Workflow

This flow improves flexibility and precision in the delinquency-handling process.

  • Day 0: Tenant Rent Assessment.
  • Delinquency actions are now triggered based on conditional events:
    • After Action: Actions are initiated after the completion of a specific action.
    • After Delinquency: Actions are initiated after the start or completion of the delinquency period.

This ensures that actions are executed only when the specified conditions are met, providing better control over the delinquency process.

Action Definitions

These actions are available with Conditional Delinquency in the October 14th release.

Action Name Success Condition
Overlock Considered complete when automation creates the task and the status is changed to Overlock.
Schedule Action Considered complete once the auction has been successfully scheduled.
Tasks Considered complete once the task has been created and completed.
Add Fee Considered complete once the fee has been generated.
Send Message Considered complete once the message is sent. No confirmation of a successful send or receipt is required for this action to be considered complete.

Note: Currently, you cannot set a dependency based on the Generate Notice action due to technical limitations with third-party integrations used to deliver documents.

 

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space delinquency improvement

Copyright 2025 – Tenant Inc.

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