Plaza Tower onboarding

17 active packets · 3 overdue · 2 awaiting first response

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12Completed (30 days)

17In progress

2Approaching deadline

3Overdue · auto-escalated

Resident	Unit	Role	Sent	Progress	Status	Actions

Send a new packet

One link, sent by email. Recipient lands on a wizard prefilled with their name + unit. Auto-reminders fire at 24h, 48h, and 72h. Manager + assigned board liaison are CC'd at 72h.

Reminder cadence (auto)

What happens after we send a packet

Configurable per association. Plaza Tower default below. Each fires from a Cloudflare Worker cron job; emails sent via Resend.

T+0 · welcome email to resident✓ delivered

T+24h · resident reminder if < 50% completescheduled

T+48h · resident reminder if not submittedscheduled

T+72h · escalation: notify portfolio manager + board liaisonscheduled

T+5d · final reminder + Front Desk follow-up call task createdscheduled

T+7d · auto-flag in Plaza Tower board packet · move-in holdscheduled