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Home > Strata Manager and OS Team Checklist STRATA MANAGER (SM) – CHECKLIST (From Payment Plan v1 251027) 1

Strata Manager and OS Team Checklist STRATA MANAGER (SM) – CHECKLIST (From Payment Plan v1 251027) 1

1. Initial Review

Verify the completeness of the application.

Check for necessary supporting documents.

Confirm the applicant’s identity and eligibility.

Determine the payment plan amounts and duration.

Establish the payment schedule (weekly, bi-weekly, monthly).

Document the agreed-upon terms and conditions.

Send the payment plan agreement to the applicant.

Confirm receipt of the agreement by the applicant.

Discuss any questions or concerns the applicant may have.

Set up the payment method (direct debit, bank transfer, etc.).

Ensure all payment details are correctly recorded.

Monitor initial payments for successful processing.

Track payment compliance and upcoming due dates.

Send reminders for upcoming payments as necessary.

Document any missed payments and follow up with the applicant.

Prepare regular reports on the status of payment plans.

Highlight any issues or trends observed.

Share reports with relevant stakeholders.

Review the payment plan regularly for compliance.

Adjust the payment plan if circumstances change for the applicant.

Document any amendments made to the payment plan.

Confirm completion of the payment plan.

Send a completion notice to the applicant.

Archive all relevant documents and communications for future reference.

Feel free to modify or expand any section as needed!

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