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Home > Business Systems > Residents > Reviewing and Performing a Move-In
Reviewing and Performing a Move-In
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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

📄 View or Download the Full PDF Guide

Click here to open the PDF in SharePoint


Need visuals?
View the Scribe Step-by-Step Guide

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