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To Perform a Transfer

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.

1. From the eSite menu, select Leasing—Transfer Activities.
2. From the Select Resident Transfer Tab, select the Name of the current resident or applicant you want to transfer.
3. From the Transfer Resident Task Selection Tab, click Perform Regular Transfer (for current residents) or Perform Applicant Transfer (for applicants).
4. Complete the fields on the Transfer Information Tab and click Next.
5. Complete the fields on the New Lease Tab and click Next.
6. Complete the fields on the Recurring Charges Tab and click Next.
7. On the Prorations Tab, click Calculate Prorations.
8. Click Save.

See Also

Transfer Activities Overview

Transfer Activities Procedures

Transfer Activity Tabs