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

1. Go to Residents → All Residents
2. Click Open Filter (or the filter icon)
3. Set Lease Status to Future → click Filter Residents
4. Click the resident’s name (status: Future)
5. Click Review Move-In
6. Enter all required information (marked with an asterisk ★)
7. Click Save
8. 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.

1. Go to Residents → All Residents
2. Filter for Lease Status: Future
3. Click on the resident's name
4. Click Perform Move-In
5. Complete any checklist items:
   • Red background = required
   • Yellow = optional
   • White = completed
6. 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)
7. 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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