Reviewing a Move-In

 

If your property has the move-in checklist enabled and set up, you have the ability to review a move-in before actually performing it.

 

 Once the move-in checklist setting is enabled for a property, you can't move a resident in to a unit until the required checklist items are complete.

 

1. In Entrata, go to Residents >> All Residents.
2. Click the name of a resident with a status of Future.
3. In the Resident Profile, click Review Move-in to open the Review Move-in Screen.

 If the move-in checklist is not enabled, this option does not appear. Rather, Perform Move-In appears.

 

 

4. Enter all information that wasn't entered during the application process. Required information is marked with an asterisk.
5. Click Save to return to the Resident Profile where the Perform Move-in button appears.

 

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Performing a Move-In

 

Before you begin:

• Complete the review move-in process.

 

 If you use an extensive move-in checklist at your property or are moving in multiple residents, We recommend using the move-in board for a better user experience. For help using the move-in board, see the article Moving In a Resident Using the Move-In Board.

 

If you do not use a move-in checklist, or if your move-in checklist is short, the following workflow is sufficient.

 

1. In Entrata, go to Residents >> All Residents

 

2. Click the name of a resident with a status of Future.

 

3. In the Resident Profile, click Perform Move-in. The Perform Move-in screen opens to display the move-in checklist.

 

 If your property uses the move-in checklist, continue to step 4.

 

If your property does not use the move-in checklist, the Perform Move-in screen opens to a final review of the move-in. Make any changes necessary in this screen and click Perform Move-in to complete this process.

 

 If the move-in checklist has not been reviewed, this option doesn't appear. Rather, Review Move-in appears.

 

 

4. Perform each necessary action by clicking the button in-line with each prerequisite task.

 

 You may have options like the Add button, which requires adding additional information in a new window when clicked. Some other common buttons include Upload Document, Upload Resident Photo, and Make Payment.

 

5. If available, click Mark Complete to bypass an action.

 

 A typical reason for bypassing the action may be if it was completed and documented outside of Entrata and doesn't require adding the info or action to the checklist in the system.

 

6. Once all required prerequisites are met, click Perform Move-In to move the resident in. You return to the Resident Profile and the resident's status changes to Lease Status: Current.