Property statuses - Occupied, Unclaimed, Delinquent

Every property shows a status: Occupied, Unclaimed, or Delinquent. Occupied and Unclaimed describe one thing only - whether a resident account has claimed the property in HomeHerald. It’s informational, not a workflow control.

The three statuses

Status	What it means
Occupied	A resident account has claimed the property
Unclaimed	No resident account has claimed the property in HomeHerald - it may or may not be physically vacant
Delinquent	A label that came in with your imported roster (a status column that said “delinquent” or “past due”)

Occupied and Unclaimed follow the resident link itself: the moment someone claims the home, or is linked to it as its primary resident, it reads Occupied, and the moment the primary resident is moved out or removed, it reads Unclaimed. The Occupied and Unclaimed tiles at the top of Properties count the same way, so they always agree with the Resident column.

Occupied

A property with a primary resident linked:

• A primary resident is linked (and possibly co-residents)
• Dues are generated on schedule
• Residents can log in and use the portal normally

Occupied says nothing about the balance. An Occupied home can owe money; check the balance and the ledger for that.

If a large share of your community is Unclaimed, the usual reason is residents who haven’t signed up yet - see Inviting everyone at once.

Unclaimed

Unclaimed means no resident account has claimed the property in HomeHerald; it may or may not be physically vacant. HomeHerald does not track whether anyone actually lives there - only whether a resident account is linked. Common cases:

• New properties imported but no one has signed up yet
• Property between owners (sold but new owner hasn’t joined)
• Properties whose residents were moved out or removed and not yet re-linked
• Builder-held lots in a developing community
• A home someone lives in, where the owner simply hasn’t created an account

What still happens:

• Dues continue to generate per the schedule (the property still owes dues even when unclaimed)
• The balance accumulates
• Once a resident claims the home, they see the current balance
• Anyone on file under Residents & contacts can still be reached - a billing contact still gets dues notices, and a formal letter can still be mailed to the property or the owner on file

What doesn’t happen:

• No one logs in for this property (no linked resident)
• Nothing goes to a resident account, because there isn’t one

Delinquent

Delinquent is a label, not a calculation. It appears only when your imported roster marked the property that way. HomeHerald does not set it when a balance goes overdue, and does not clear it when the balance is paid.

What that means in practice:

• To find who is behind, sort Properties by Highest Balance First, or look at the Dues Chaser, which works from each property’s actual balance
• A Delinquent label does not stop the resident from using the portal; they can still pay, book amenities, etc.

Status doesn’t pause anything

A common assumption: “If I want to stop dues from generating temporarily, I’ll set the property to a different status.” That doesn’t work. Status reflects current state; it isn’t a workflow control, and there’s no status picker on the property.

If you need to:

• Stop reminders for one property - pause the Dues Chaser for that property (Pause in the Dues Chaser’s property table; Resume turns it back on)
• Stop a charge for one property - open the property, click Modify, and uncheck the assessment under Community Assessments (or Remove it under Property Assessments). An assessment applied to all properties can’t be switched off for one home.
• Remove a resident’s portal access - move the user out or ban them (see Removing or banning a user)

Finding properties by status

In Properties (admin sidebar):

• The Occupied and Unclaimed tiles give you the counts
• The Status column shows each property’s badge (use Show Columns if it’s hidden)
• Search by address, lot, or owner name, and sort by address or by balance

Use the balance sort to triage outreach. Use the Unclaimed count to confirm new imports / sold properties have residents linked.

Common situations

”A property shows Unclaimed but I know someone lives there”

That’s expected. Unclaimed describes the HomeHerald account, not the house - it means no resident account is linked. Either:

• The resident hasn’t signed up yet - invite them
• The resident is signed up but linked to the wrong property - fix the link
• The previous primary was moved out and a new one wasn’t added - re-link

”A property is Delinquent but the resident says they paid”

The label came from your import and doesn’t update on its own, so look at the property’s balance and ledger instead. If the payment isn’t recorded but they have proof, record it as an offline payment (Recording a manual payment).

”I want to mark a property ‘sold’ or ‘archived’”

That’s not a separate status. The right approach:

• Settle any outstanding balance
• Move the previous primary resident out (see Move-ins and move-outs)
• When the new owner arrives, link them as the new primary

The property record itself stays - same address, same lot. Only the linked resident changes.

Where to go next

• Editing a property - day-to-day changes
• Move-ins and move-outs - handling ownership changes properly
• How the ledger works - what makes up a property’s balance