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…
7. Entrata Dashboard - Financial
ENTRATA DASHBOARD - FINANCIAL This guide provides an overview of the financial tab on Entratas Dashboard. The Dashboard aims to provide a user-friendly interface for easy navigation and task resolution. Financial Check21 * Any checks show under this tab need to be completed. You can do this by clicking the…
2. Entrata Dashboard - Approvals
ENTRATA DASHBOARD - APPROVALS This guide provides an overview of the Approvals tab on Entratas Dashboard. The Dashboard aims to provide a user-friendly interface for easy navigation and task resolution. Approvals Applications * You will see any completed applications under this tab. * If your property is …
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, …
Leads Tab Overview
ENTRATA - LEADS TAB OVERVIEW This guide provides an overview of the Leads tab in Entrata. All Leads There are five different options to click on from the Leads tab. Below explains what each tab shows. Add Lead * You can manually add a lead from the 'Add Lead' button. Filter * The filter button a…
Resetting a Resident's ResidentPortal Password
Resetting a Resident's ResidentPortal Password If a resident cannot reset their password using the Forgot Password link in ResidentPortal, you can reset it for them. * In Entrata, go to Residents >> All Residents. * Select a resident by clicking on their name to open the Resident Profile. * You can also us…
Assigning Residents to Open Spaces on the Bulk Unit Assignment (BUA) Board
Assigning Residents to Open Spaces on the Bulk Unit Assignment (BUA) Board The Bulk Unit Assignment (BUA) board simplifies the unit assignment and notification process for student properties. To view the BUA in Entrata , go to Residents >> Bulk Unit Assignments. Assigning Residents to Open Spaces * In En…
Adding a BUA Resident Note from the Bulk Unit Assignment Board
Adding a BUA Resident Note from the Bulk Unit Assignment Board You can add a note and associate it to a specific resident from the Bulk Unit Assignment (BUA) board. A BUA resident note might include a change in the resident's assignment preferences or a request received from the resident regarding their unit assignm…
Setting Up Auto-Payments in ResidentPortal 4.0: Resident Perspective
Setting Up Auto-Payments in ResidentPortal 4.0: Resident Perspective Your residents can use ResidentPortal to make online payments. Setting up auto-payments is a convenient way for residents to consistently pay rent on time. Setting Up Auto-Payments * The resident logs in to ResidentPortal. * On the left…
Getting to Know The Leads Tab on The Dashboard
In this article: Attempted Contact vs. Successful Contact The Not Progressing Filter Lead Subtabs on the Dashboard This article explains what you need to know in order to effectively use the Leads tab on the Dashboard. The leads tab is located Dashboard >> My Dashboard >> Leads. Attempted Contact vs. Success…
