*Note: If, while following the instructions, you find that you do not see the options that are provided in the instructions, then this may be an indicator that you do not have user privileges that allow you to access or change that information. You will need to reach out to upper management for assistance.
Transferring an Applicant
1. Go to Applicants.
2. Select the applicant that is transferring. From the Applicant Details Menu, click on Edit Applicant.
3. Scroll down to "Unit Number Wanted" and select the appropriate unit from the drop-down menu. Before you save the information, be sure to update the rent quote if necessary.
Transferring a Resident to a different unit
1. Go to Residents.
2. Select the unit that the resident is transferring from. From the Unit Information Menu, click on Transfer Resident.
3. From the drop-down menu, select the unit that the resident is transferring to.
4. Once you have selected the appropriate unit, you will be asked to identify if the resident is an incoming resident or a current resident, then click on Move.
