Creating a Renewal Transfer

 

This training will show you how to create a renewal transfer and change the lease start date.

                                                                                                                                                                                                  

 

Creating a Renewal Transfer

 

1. In Entrata, go to the resident account.    

 

2. Select More Actions -> Create Renewal Offer

 

       

 

3. Select Change Floorplan
   
   

 

 

4. Select Future Lease Term
   
   

 

5. Select the floorplan the resident Is transferring Into
   
   
6. Be sure the lease term and Installment amount are correct.
   
   
    
7. Once submitted, click Into the renewal and It will bring you to Renewal Offer: Started. You will need to select and approve the renewal offer bringing the status to Renewal Offer: Approved.

 

8. Once In the Renewal Offer: Approved status, you will need to click Edit next to Important Information.
   
   
9. On Edit Important Info -> Renewal Start Date this Is where you will need to enter In the correct lease start date for your property.
   
   
    
10. Once saved, generate the lease and It will populate the new lease start date.
     

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See the link below for a video on how to create a renewal transfer and edit the lease start date:

 

Creating a Renewal Transfer