Self-storage attorney Scott Zucker and Luke Shardlow, CEO of AI Lean, join host Matt Engfer for a deep dive into one of the most critical—and risky—parts of operating a storage facility: the lien process. Together, they discuss the legal responsibilities operators carry when enforcing tenant liens, why accuracy and documentation matter more than ever, and how technology can help reduce human error, avoid legal pitfalls, and keep operators fully compliant.

Scott highlights the newest challenges around SCRA protection, bankruptcy filings, returned mail, and changing state laws, while Luke explains how AI Lean’s platform automates verification, mailing, tracking, and recordkeeping to protect operators at every step.

Whether you’re a new operator or managing a large portfolio, this episode gives you the practical tools and insights you need to navigate liens with confidence—and avoid costly mistakes.

(01:47) Speaker Introductions

(09:14) Understanding SCRA compliance and military verification.

(10:09) The Power and Responsibility the go along with the lien process

(15:20) Technology considerations for staying SCRA compliant

(19:30) How bankruptcy impacts the lien timeline.

(21:28) Complications that come from deceased tenants

(23:00) What operators should look for in a lien-processing partner

(26:53) Don’t be afraid to cancel the sale

(29:58) Solutions to avoiding a cancelled or illegal sale

(36:00) Final lessons learned

Resources Mentioned:

Scott Zucker | Website

https://wzlegal.com

AI Lean | Website

https://www.ailean.com

Self Storage Legal Network

https://www.selfstorage.org/Products-Services/Self-Storage-Legal-Network

Cubby | Website

https://www.cubbystorage.com

Thank you for listening to the Cubby Podcast. Be sure to leave us a 5-star review and subscribe so you don’t miss an episode.

#SelfStorage #SelfStorageLienLaw #AILean #SelfStorageLegal #CubbyStorage #StorageOperations