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How the Auction Delinquency Stage Works

An explanation of how the Auction delinquency stage is set, cleared, and kept in sync with auction scheduling activity in Monument.

Written by Dane Williams

Summary

The Auction delinquency stage reflects that a real, scheduled auction exists for a tenant's unit. Unlike other delinquency stages, it is not controlled through automation rules — it is set and cleared automatically based on auction scheduling activity.


Permissions Required: Delinquency Management - View


How a Tenant Enters the Auction Stage

A tenant's delinquency stage is set to Auction automatically as soon as an auction is scheduled for their unit through the Auctions table.

There is no day count, no time-based trigger, and no delinquency automation rule involved. The act of scheduling the auction is the event that changes the stage.

Once an auction is scheduled, the tenant's record will reflect the Auction delinquency stage across the Delinquencies table, the tenant detail page, and the Auctions table.

Note: The Auction stage cannot be set manually or through a delinquency automation rule. To move a tenant into the Auction stage, schedule an auction for their unit from the Auctions table. For step-by-step instructions, see the Managing Auctions guide.


How the Auction Stage Is Cleared

The Auction delinquency stage is cleared automatically in two situations:

Auction Marked as Unsold

If an auction concludes without a buyer and is marked Unsold, the tenant's delinquency stage automatically reverts to Lien. The unit remains delinquent and can continue through the delinquency process from that point.

No Scheduled Auction on File

If a tenant is in the Auction delinquency stage but no real auction is scheduled for their unit, their stage is automatically moved back to Lien. This keeps the delinquency stage from reflecting a status that isn't backed by actual auction activity.


Delinquency Stage Synchronization

Monument keeps the Auction delinquency stage in sync with the state of the auction record at all times. Here is how the stage maps to auction activity:

  • Auction scheduled → delinquency stage set to Auction

  • Auction marked Unsold → delinquency stage reverts to Lien

  • Auction canceled or no scheduled auction on file → delinquency stage reverts to Lien

  • Auction completed → unit moves out of the delinquency workflow


Auction Stage and Delinquency Automation Rules

The Change Delinquency Stage action in delinquency automation rules no longer supports Auction as a target stage. Rules that previously used this action have been updated as follows:

  • If the Auction action was the only action in a rule, the rule has been archived.

  • If the rule contained additional actions for the same day count, those actions remain intact — only the Auction action was removed.

Automation rules remain the right tool for sending notices, applying fees, and advancing tenants through Overdue, Overlock, and Lien stages. The Auction stage is the one exception — it is handled entirely by the system based on auction scheduling.


Template Variables Related to Auction

Two delinquency template variables are relevant to the Auction stage:

  • {{Delinquency.AuctionDate}} — Displays the date of the tenant's scheduled auction. This variable will only populate once an auction has been scheduled.

  • {{Delinquency.NextDelinquencyStage}} — For tenants in the Lien stage, this variable will only populate if an auction has been scheduled. If no auction is scheduled yet, the field will be blank in the sent message.

Review any delinquency templates that use these variables and make sure they are only sent in contexts where an auction date is expected to be present.


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