Getting to Know the Move-In and Move-Out Boards
Getting to Know the Move-In and Move-Out Boards Move-in and move-out boards display the tasks you need to complete when moving residents in or out. You can complete checklist tasks and perform a resident move-in or move-out directly from the move-in or move-out board. To locate the Move-In and Move-Out Boards, …
Merging and Unmerging Leases
Merging and Unmerging Leases You can merge leases in Entrata. This is useful when a resident or company is renting more than 1 unit and would like to pay the rent for each of the units using the same account. Merging a Lease * In Entrata, go to Residents >> All Residents. * Click a resident's name to open the Re…
Reviewing and Performing a Move-In
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. * I…
Moving Out a Resident Using the Move-Out Board
The Move-Out Board is based on the move-out checklist. The Move-Out Board provides an organized display of the tasks that you must accomplish when moving out a resident. Moving a Resident Out Using the Move-Out Board helps you and your residents complete all necessary move-out tasks before they leave the property…
Moving a Resident Out
Reviewing a Move-In Once a resident has been placed on notice, or after the eviction process has started, you can move the resident out of your property using Entrata. If a move-out checklist is enabled for your property, you can't move a resident out until the required checklist items are complete. * In Entra…
Placing Residents on Notice
Placing Residents on Notice The Move-Out Board is based on the move-out checklist. The Move-Out Board provides an organized display of the tasks that you must accomplish when moving out a resident. Placing Residents on Notice in Bulk The Bulk Place on Notice tool allows you to notify multiple residents at once…
Moving In a Resident Using the Move-In Board
Moving In a Resident Using the Move-In Board The Move-In Board is based on the move-in checklist. The Move-In Board provides an organized display of the tasks that you must accomplish when moving residents in. Moving a Resident In Using the Move-In Board helps you and your residents complete all necessary task…
Performing a Bulk Roommate Shuffle
Performing a Bulk Roommate Shuffle The Bulk Roommate Shuffle Tool allows you to move residents from one unit to another without modifying the lease. The system completes a portion of the usual transfer process to open a new ledger for the new unit. You can't complete a roommate shuffle in the following circumst…
Moving Out a Returning Student
Moving Out a Returning Student At student properties, it's common to have residents with gaps between their current lease and their renewal. In these situations, the move-out process differs slightly. After the gap in their lease passes, you'll move them back in. Placing a Resident on Notice When you give no…
Creating a Renewal Transfer
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 * In Entrata, go to the resident account. * Select More Actions -> Create Renewal Offer * Select Change Floorplan * Select Future Lease Ter…
