Notifications & States
Notifications
Because a rental deposit is always an agreement between three parties (the tenant and the manager/owner as well as the product provider), it is important that all parties are informed at the right moment on what is going on with the deposit.
Status updates are sent out to the parties for whom they are relevant.
- Tenants are informed about invitations, when a provider has accepted or rejected their product opening request, and when the payment has been received and the rental security is active. Additionally, they are informed when a request regarding closure is pending and when the deposit has been dissolved.
- Landlords are informed when the deposit is active and dissolved.
- Product providers are informed when there is a new request waiting for their action.
All notifications to tenants are sent via email. Landlords and product providers can choose to receive their notifications via webhook, email or both. For this setup, please see here (landlords) or here (product providers).
States of collaterals
| State of collateral | Meaning |
|---|---|
| Draft | The manager has created the deposit, but has not yet invited any tenants. |
| Tenant invited | The main tenant has been invited to manage her rental deposit via Zinsli. The tenant has not yet accepted the invitation. |
| Invite accepted | The main tenant has accepted the invitation to manage her rental deposit via Zinsli, but has not yet selected a product. |
| Invite rejected | The main tenant has declined the invitation to manage her rental deposit via Zinsli. The manager should check with the tenant how she intends to manage her deposit. |
| Waiting for secondary tenants | The main tenant has selected a product and completed the necessary onboarding process. The confirmation request emails have been sent to the secondary tenants. They must now agree to the selection. |
| Waiting for product provider | All tenants have agreed to the product and completed the onboarding process. The request is now with the product provider. |
| Rejected by product provider | The product provider has rejected the request to open an account for this tenant. The reason given can be found on the details page of the deposit. The primary tenant must chose a new product. |
| Ready for Payment | The account has been opened by the product provider and a payment slip has been sent to the main tenant. |
| Active | The security is now locked. Manager and main tenant has been informed. |
| Closing initiated | The manager has sent a closing proposal to the main tenant. The tenant must now view this and accept or reject it. |
| Closing rejected | The tenant has rejected the closing proposal. The manager must check the reason and make a new proposal for the tenant. |
| Closed | The deposit was paid out as requested and the deposit is now fully liquidated. |