New Lease Tab

This tab appears when you click Next on the Transfer Information Tab. Use this tab to enter information about the unit the resident is transferring to. Details displayed at the top of this tab are for reference only and cannot be edited.

Note

An asterisk (*) indicates a required field.

New Unit

Market Rent

This is a display-only field used to identify the market rent amount of the unit the resident is transferring to.

Type

This is a display-only field used to identify the type of unit the resident is transferring to. For example, 1B/1B indicates the unit is a one bedroom, one bath apartment. Information defaults from in Unit Types setup.

Sub-Type

This is a display-only field used to identify the sub-type of the unit the resident is transferring to. For example, Den indicates the unit includes a den. Information defaults from Unit Types setup.

New Lease

Unit Type

Sub-Type

This is a display-only field used to identify the sub-type of the unit the resident is transferring to. For example, Den indicates the unit includes a den. Information defaults from Unit Types setup.

Unit Status

This display-only field identifies the status of the unit the resident is transferring to. For example, Normal, Model, Employee and so on. Information defaults from the Units Tab.

Occ. Status

This display-only field identifies the occupancy status of the unit the resident is transferring to. For example, Vacant Leased, Vacant Available and so on. Information defaults from the Units Tab.

Market Rent

Enter the current market rent amount of the unit the resident is transferring to using the format 0000.00.

Transfer *

The date defaults to the current system date. Accept the default or enter another date indicating when the resident is transferring to the new unit using the format mm/dd/yyyy. Or, click the Calendar button to display an electronic calendar from which you can select a date.

Signed

The date defaults to the current system date. Accept the default or enter another date indicating when the resident signed the lease agreement for the unit they are transferring to. Enter the date using the format mm/dd/yyyy. Or, click the Calendar button to display an electronic calendar from which you can select a date.

Begins

Enter the date the new lease begins using the format mm/dd/yyyy. Or, click the Calendar button to display an electronic calendar from which you can select a date.

Ends *

Enter the date the new lease ends using the format mm/dd/yyyy. Or, click the Calendar button to display an electronic calendar from which you can select a date.

Expected Move In

Enter the date the resident expects to move into the new unit using the format mm/dd/yyyy. Or, click the Calendar button to display an electronic calendar from which you can select a date.

Leasing Agent *

Select the leasing agent responsible for transferring the resident from the drop-down list. Leasing Agents are established on the Leasing Agents Tab.

Type

Select the type of lease the resident signed from the drop-down list. Lease Types are established on the Lease Types Tab.

Lease No *

The property policy, Track Lease Numbers affects this field.

If the policy is active, this field displays. The policy setting determines if it is a required field. Type the lease number assigned to the transfer.

Late Schedule

The property policy, Track Late Schedules affects this field.

If the policy is active, this field displays. The policy setting determines if is a required field.

Select the late schedule to associate with the transfer from the drop-down list. Late Schedules are established on the Late Notices Tab.

Term

Enter the lease term in months. For example, 3, 6, 12 and so on.

MTM

By default, this field is unchecked. Accept the default or select the check box to indicate the resident is leasing the new unit on a month-to-month basis.

Transfer Letter

By default, this field is unchecked. Accept the default or select the check box to print a Transfer Letter for the resident when the all data entry is complete.