What are the best practices for communicating with payees in Calmony?

Managing communication with payees effectively helps avoid delays in verification and payment processing. The following practices will help keep your workflows running smoothly.

Send verification requests proactively

Don't wait for payees to ask — send verification requests as early as possible in the onboarding process. Early communication reduces the risk of payment delays caused by incomplete verification. For full guidance on the verification process, see "How do I verify landlords in Calmony?"

Use the provided email templates

The verification workflow in Calmony includes suggested email templates designed to explain the verification requirements to payees clearly and professionally. Using these templates helps ensure your communication is consistent and meets compliance expectations.

Keep payees informed about payment timelines

Let payees know when they can expect to receive payments and alert them to any delays. Clear communication reduces queries and builds trust with landlords and other payees.

Maintain clear records

All emails sent through Calmony are automatically logged in the Notes section of the relevant payee record, giving you a complete audit trail of communications. Make sure you also log any offline communications (phone calls, in-person conversations) as notes where relevant.

For assistance, contact support@calmony.co.