Process map

flowchart TD
  A1[Lead source
landing inquire-now,
schedule-tour, schedule-call,
FB Leadgen, walkin tablet,
PM phone-log] --> B[lead_inbound + crm_sync_event
in portal-postgres]
  B -.drain pending.-> C[CRM sync drain
writes lead + activity to DV]
  C --> D[CRM lead created
in correct tenant]
  D --> E{PM follow-up?}
  E -->|tour, call, walkin captured| F[gr_toursignins or
phonecall activity logged]
  E -->|stuck > 24h| G[PM action queue
'follow up']
  F --> H[Applicant clicks Apply]
  H --> I[Account create + OTP]
  I --> J[Plaid IDV
primary]
  J --> K{Co-applicant?}
  K -->|yes| L[SMS deep-link]
  L --> M[Co-app Plaid IDV]
  K -->|no| N[Pay $65 fee
AuthNet Accept.js]
  M --> N
  N --> O[Auto-fire
Plaid Income +
Kredifi screening]
  O --> P{PM decision
approve / conditional / deny}
  P -->|deny — sex offender, felony| Q1[Hard denial
no adverse-action cycle]
  P -->|deny — other| Q2[Soft denial
one-line reason +
Kredifi agency contact]
  P -->|approve| R[License agreement
via Documenso
NOT YET SET UP]
  R --> S[License signed]
  S --> T[Move-in prep fan-out]

  classDef pm fill:#dbe6cf,stroke:#143,color:#143
  classDef appl fill:#fef3c7,stroke:#7a4d00,color:#7a4d00
  classDef sys fill:#cfd6dc,stroke:#2f4a62,color:#2f4a62
  classDef pending fill:#fff4e5,stroke:#ef6c00,color:#7a3a00,stroke-dasharray:5 3
  class A1,H,I,J,L,M,N appl
  class E,F,P,Q1,Q2 pm
  class B,C,D,G,O,S,T sys
  class R pending

flowchart LR
  A[Lease.pay_frequency
weekly / biweekly / monthly] --> B{Frequency}
  B -->|weekly| C1[Invoice every 7 days
due before noon on
assigned weekday]
  B -->|biweekly| C2[Invoice every 14 days
due before noon on
assigned day]
  B -->|monthly| C3[Invoice on the 1st
due before noon on
the 1st]
  C1 --> D[Recurring invoice generator
fires 7 days before due]
  C2 --> D
  C3 --> D
  D --> E[Email + SMS to resident
w/ fair housing footer]
  E --> F{Paid by noon
on due day?}
  F -->|yes| G[Mark paid,
apply per priority engine]
  F -->|no| H[Late fee accrues
per catalog]

  classDef sys fill:#cfd6dc,stroke:#2f4a62,color:#2f4a62
  classDef appl fill:#fef3c7,stroke:#7a4d00,color:#7a4d00
  class A,B,F appl
  class C1,C2,C3,D,E,G,H sys

flowchart LR
  A[License signed] --> B[Pre-move-in inspection
cleared by delivery crew]
  B --> C[PPSK QR generated]
  B --> D[Lock code pushed
to Assa Abloy]
  B --> E[Portal flipped
applicant → resident]
  B --> F[Welcome email
via ACS Email]
  B --> G[First invoice cut
rent + prorations
per pay_frequency]
  B --> H{Autopay?}
  H -->|yes| I[ARB subscription
via AuthNet]
  H -->|no| J[Pay-on-portal
each cycle]

  classDef pm fill:#dbe6cf,stroke:#143,color:#143
  classDef delivery fill:#cfe6e2,stroke:#0f3a36,color:#0f3a36
  classDef sys fill:#cfd6dc,stroke:#2f4a62,color:#2f4a62
  class B delivery
  class A,C,D,E,F,G,I,J sys

sequenceDiagram
  participant SYS as System
  participant PM as PM
  participant R as Resident
  participant T as Technician
  Note over SYS,R: 7 days before each cycle
  SYS->>SYS: Generate invoice (rent + recurring fees)
  SYS->>R: Email + SMS — fair housing footer attached
  Note over R: Resident pays via any surface
  par
    R->>SYS: AuthNet Accept.js (portal)
  and
    R->>SYS: Cash kiosk (on-site)
  and
    R->>SYS: Zelle (matched in Zelle queue)
  and
    R->>SYS: Mailed check (LiveWire scan)
  and
    R->>SYS: Cash / MO at office (PM records)
  end
  SYS->>SYS: Priority engine applies cash:
rent → electric → propane →
utilities → fees → late
  alt Overpayment
    SYS->>SYS: Immediately bill next rent cycle
(GAAP — never hold money against zero obligation)
  end
  Note over PM,R: When something breaks
  R->>SYS: Submit work order (portal)
  SYS->>PM: Action queue + notify
  PM->>T: Assign technician
  T->>SYS: Photo before + after, status
  SYS->>R: Email — resolved
  alt Warranty-flagged asset
    SYS->>PM: Route to Home Assembly action queue
  end

flowchart TD
  A[Resident submits NTV] --> B[Lease.notice_given_date set]
  B --> C[PM confirms surrender date]
  C --> D[Final rent prorated to surrender]
  D --> E[Move-out date]
  E --> F[Delivery crew walks unit
inspection bundle + photos to Garage]
  F --> G[SODA created — draft]
  G --> H[Wild Energy
final electric estimate
from last accumulator +
avg daily kWh × days]
  H --> I[Damages assessed per room
clean / damaged-tenant /
damaged-warranty / normal-wear]
  I --> J[7-day SODA deadline timer]
  J --> K[Finalize SODA]
  K --> L[Refund disbursement
CHECK ONLY — no electronic]
  L --> M[Check stamped, mailed]
  M --> N[Bank ledger clears
refund — close lease]

  classDef pm fill:#dbe6cf,stroke:#143,color:#143
  classDef delivery fill:#cfe6e2,stroke:#0f3a36,color:#0f3a36
  classDef appl fill:#fef3c7,stroke:#7a4d00,color:#7a4d00
  classDef sys fill:#cfd6dc,stroke:#2f4a62,color:#2f4a62
  class A appl
  class C,K,M pm
  class F delivery
  class B,D,E,G,H,I,J,L,N sys