Transfer Activities Overview

The transfer activities process is used to manage the transfer of residents and applicants from one unit to another. Often as an alternative to moving off-property, residents opt to transfer to a different unit. Depending on your policy settings, the unit may or may not be located on your property.

When transferring the Primary Address during the Leasing—Transfer Activities—Perform Transfer process, the New Unit will become the Resident's primary address, even if the old unit addresses are transferred as well (this is true for residential and commercial properties).

The policies selected at setup affect the transfer activities process.

Global Policies

Setup—Policies—Global Policies—View, Print, Wait List Tab

The option Create wait list transfer transactions in an independent batch must be selected for the system to place all transactions related to a wait list transfer in a special Wait List Batch.

The option Print a Wait List Transfer Transactions report at the time of transfer must be selected for the system to print the Wait List Transfer Transactions report for each wait list transfer.

Setup—Policies—Global Policies—Batch, Bulk, Transfer Tab

Default for Resident Transfers

The option Balances must be selected for the system to transfer balances from the old unit to the new unit.

The option Security Deposits must be selected for the system to transfer security deposits from the old unit to the new unit.

The option Memos must be selected for the system to transfer memos from the old unit to the new unit.

The option Addresses must be selected for the system to transfer addresses from the old unit to the new unit.

The option Lease Renewals must be selected for the system to transfer lease renewals from the old unit to the new unit.

Setup—Policies—Global Policies—Inter Property, Additional Tab

The option Allow resident transfers between properties must be selected for the system to allow residents to transfer from a unit on one property to a unit on another property.

Setup—Policies—Global Policies—Global Names Tab

The options Unit Short Name/Long Name must be established

The options Resident Short Name/Long Name must be established.

The options Rent Short Name/Long Name must be established.

The options Security 1 Short Name/Long Name must be established.

The options Security 2 Short Name/Long Name must be established.

The options Sales Tax Codes 1/ 2/ 3/ 4 must be established.

Property Policies

Setup—Policies—Property Policies—Leasing category

The option Leasing activity reports count Intent to Transferas must be defined.

Setup—Policies—Property Policies—Move-In category

The option An Application is required before the Move-In may be processed must be established.

The option Allow multiple Current Leases on a Unit must be selected for the system to accept a lease on a unit that has a status of Current, On-Notice, Leased or Transfer.

The option Require the Base Rent to be at least the Quoted Rent must be established.

The option Cut-off day for the collection of Recurring Charges must be established.

The option Amount of Recurring Charges normally collected at Move-In must be established.

The option Allow collections of payments at the time of Move-In must be selected for the system to allow the user to enter payments collected during the move-in process.

The option Recurring charges required to be collected at Move-In must be defined.

The option At Move-In, Security is required to be must be defined.

The option, At Move-In, Fees are required to be must be defined.

Setup—Policies—Property Policies—Move-Out category

The option Number of days notice required must be specified.

The option Prorate the month of Move-Out must be selected for the system to calculate the prorate credit for each eligible recurring charge based on the stop billing date entered in the move-out function.

The option Allow the prorated credits to be changed must be selected for the system to allow the system-generated prorated credits to be edited.

The option Automatically clear the Unit Make Ready Date at Move-Out must be selected for the system to reset the Make Ready date when a move-out is processed for a unit.

The option Unit is occupied on the day of Move-Out must be selected for the system to count the unit as occupied on the actual move-out date for reporting purposes.

The option When are Make Ready Work Orders created must be established for the system to know when to create the unit make ready work order.

Setup—Policies—Property Policies—Transfer category

The option Allow the prorated charges/credits to be changed at Transfer must be selected for the system to allow the prorated amount billed for each recurring charge to be changed in the Move-In function on the Leasing menu.

Setup—Policies—Property Policies—Refunds & Forfeits category

The option Access Refunds & Forfeits at time of Move-Out must be established.

The option Print a Resident History at must be set to After Move-Out, or Ask for the system to prompt the printing of a resident history report at the time of move-out.

Setup—Policies—Property Policies—Resident / Tenant category

The option Remove Late Schedule Code at must be defined.

Setup—Policies—Property Policies—Fees category

The option Default Move-Out Fee must be established.

Setup—Policies—Property Policies—Data Collection category

Collect Household Demographics

The option Transfer must be selected for the system to prompt for the entry of household demographics during a resident transfer.

Collect Occupant Demographics

The option Transfer must be selected for the system to prompt for the entry of occupant demographics during resident transfer.