How to Move a Resident Out and Transfer Them to a New Unit

How to Move a Resident Out and Transfer Them to a New Unit

How to Move a Resident Out and Transfer Them to a New Unit

This guide explains the steps for transferring a resident to a new unit within your system, updating billing details, and ensuring mobile access is assigned correctly. Watch the video below for a visual walkthrough.


Step-by-Step Process

Step 1: Find the Resident

  1. Navigate to the Property View tab.
  2. Locate the resident you want to transfer.
  3. On the right side, click Edit next to the resident’s name.

Step 2: Move the Resident Out

  1. In the Lease Details section, click Move Out.
  2. Select the move-out date.
    • Note: This date affects billing for utilities and services.
  3. Click Confirm.
  4. The resident will now appear under Former Residents.

Step 3: Reassign the Resident

  1. Find the resident in Former Residents.
  2. Click Edit → Lease Details.
  3. Select Reassign Resident.

Step 4: Select the New Property and Unit

  1. Select the property.
  2. Choose the move-in date.
  3. Select the unit.

Step 5: Assign Billing Responsibility

  1. Select the responsible party for billing.

Step 6: Confirm the Transfer

  1. The resident will reappear in Active Residents.
  2. You will see updated move-in and expected move-out dates.

Step 7: Reassign Mobile Access

  1. Reassign mobile access.
  2. Send a new mobile invitation.
  3. The resident must accept the new unit terms.

Important Notes

  • Billing Cutoff: Ensure the move-out date is correct.
  • Mobile Access: All access is canceled upon move-out.
  • Verify Details: Double-check unit and billing assignments.

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