Level 1
The credits process is handled entirely in app on 3 different levels:
This level is found on the Property Page
What is "Property Level"
Credit Type: The tenant is unenrolled from Liability to Landlord Insurance on the 1st of the month.
What is "1st of the Month Unenrollment: "
Report where we can see the enrollments and review the bills for Insurance.
What is "Insurance Usage Report"
Charge or amount for units enrolled in LLI.
What is "$9.50 / $10.50 / $14.50 price point."
Insurance Enabled: 4/2/2026
Insurance Disabled: 4/6/2026
What is "Issue a Credit"
The credits process is handled entirely in app on 3 different levels:
This level is found on the tenant page.
What is "Unit Level "
Once we have verified that a credit can be issued, we can navigate this Admin Tasks on the right hand side of the tenant page.
What is “Add LLI Credit”
Whether a tenant is enrolled for 5 days or the full month, they will be charged the full $9.50/10.50/14.50.
What is "LLI fees are pro-rated"
This must be requested within the month of unenrollment from LLI.
What is "Insurance Credit"
Insurance Enabled: 3/5/2026
Insurance Disabled: 3/29/2026
What is "Retroactive Credit"
Credit Type: The tenant is enrolled in Liability to Landlord Insurance and then unenrolled on the same calendared day.
What is "Same Day Enroll / Unenroll "
If the client has a large number of enrollments on the property and is requesting a bulk unenrollment and credit. What will be the next step?
What is "transfer the case to FG&S Team Inbox"
True or False: If the status is, “On (# tenants enrolled)”, ask the client to unenroll any units enrolled. This must be done before we can proceed with issuing a credit for the property.
What is "True"
We credit how many months in arrears.
What is "2 months in arrears"
Insurance Enabled: 4/1/2026
Insurance Disabled: 4/1/2026
What is "Same Day Enroll/unenroll"
Unit level credits that were successfully processed and fill out the fields according to the specific tenant page.
What is "Issued Credit "
Macro for 1st of the Month Unenrollment.
What is "Insurance Credit: Unenrolled First of the Month"
Credit Type: The tenant is unenrolled from Liability to Landlord Insurance when they are a future tenant. Liability to Landlord Insurance charges are only incurred on current tenant enrollments.
What is "Future Tenant Unenrollment"
What is "AppFolio Invoice"
Insurance Enabled: 1/25/2026
Insurance Disabled: 4/1/2026
What is "1st of the Month Unenrollment"
This message will appear when the unit is still enrolled the program.
What is "Failure Message (Still Enrolled)"
This message will appear when the system does not have record of the unit having been enrolled during the current month’s billing cycle.
What is " Failure Message (No Billing record)"
If the client has a large number of enrollments on the property and is requesting a bulk unenrollment and credit, what will bethe next step?
If we applied credit this month (April) When will the it appear in the AppFolio Invoice.
What is "June"
Insurance Enabled: 12/24/25
Insurance Disabled: 4/7/26
What is "Issue a Credit"