Transfer Resident Task Selection Tab

Transfer Resident Task Tab

Make the following menu selections to display this tab:

Leasing—Transfer Activities—(select from grid)

Use Transfer Activities to manage resident and applicant transfers to a different unit or property. Often as an alternative to moving off property, residents opt to transfer to a different unit. For example, a resident might request a transfer due to a change in family status, job, or roommate. Depending on your policy settings, the unit may or may not be located on your property.

From this tab, select a transfer task to complete:

Enter an intent to transfer
Cancel an intent to transfer
Perform a regular transfer for a resident or applicant
Reassign an applicant to another unit

Fields

Enter Intent to Transfer

Click to enter an intent to transfer for the resident on the Intent to Transfer Tab.

Cancel Intent to transfer

Click to cancel an intent to transfer record for the resident on the Cancel Intent to Transfer Tab.

Perform Regular Transfer

This option is available for current residents. This process enables you to transfer a resident from one unit to another (within the same property or across properties). After the transfer process is run, the system retains a record of the resident in the old unit. To access this option, the user must have the Perform Transfer - Regular security permission.

Perform Applicant Transfer

This option is available for residents with a status of Applicant or Leased. Use this option to renumber the applicant from one unit to another. This process allows you to view and/or modify the lease information before the transfer. After the transfer process is run, the system does not retain any record of the applicant ever being linked to the old unit. To access this option, the user must have the Perform Transfer - Applicants security permission.

Note

If you do not need to change any lease information, a faster option is to run the Reassign Applicant process instead. Reassign Applicant has the same result; however, it does not enable you to change the lease information.

Reassign Applicant

This option is available for residents with a status of Applicant or Leased. This renumber process enables you to renumber an applicant or lease from one unit to another. The same lease information is copied to the new unit. For example, use this option to transfer Wait List applicants into their appropriate units. After the transfer process is run, the system does not retain any record of the applicant ever being linked to the old unit. To access this option, the user must have the Reassign Applicant security permission.