Jun 06, 2025
How to Review & Perform a Move-In in Entrata
Purpose:
This guide walks through the correct process for reviewing and performing a move-in in Entrata. Please follow each step to ensure all move-in requirements are completed before a resident receives keys.
Training Scribe Link:
How to Complete Move In Checklist
Step 1: Review the Move-In
- Go to Residents → All Residents
- Click Open Filter (or the filter icon)
- Set Lease Status to Future → click Filter Residents
- Click the resident’s name (status: Future)
- Click Review Move-In
- Enter all required information (marked with an asterisk ★)
- Click Save
- Once saved, the Perform Move-In button will appear (if checklist is complete)
Step 2: Perform the Move-In
You must complete Step 1 before performing the move-in.
- Go to Residents → All Residents
- Filter for Lease Status: Future
- Click on the resident's name
- Click Perform Move-In
- Complete any checklist items:
- Red background = required
- Yellow = optional
- White = completed
- Our checklist items include:
- Outstanding Balance
- Move-In Full Balance Due
- Sign Unsigned Documents
- Text Opt-in
- Sign Up For Early Move-In! (Only for participating properties)
- Once all required tasks are done, click Perform Move-In
✅ Final Check
- All required move-in tasks are marked complete
- Resident profile now shows Lease Status: Current
- Any checklist items completed outside Entrata are documented
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