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, …
Reviewing and Performing a Move-In
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…
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…
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…
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…
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…
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…
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…
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…
