QRG – CRM IQ – Future Resident Unit Change
Update a future resident’s unit selection, move-in dates, terms, or rental price and manage their lease.
1. Access the future move in resident profile from the Agent Dashboard > Applicants > Needs Move In.
2. On the resident profile, navigate to General > Manage > Manage > Assign Unit.
3. Select the new unit and click Save.
4. A pop-up will appear to confirm Assign Unit Successful. The action will be noted along with caution icons on Manage Lease and Documents to indicate that the lease documents are not up to date.
5. Navigate to Manage Lease. If dates, terms, or pricing need to be updated to match the LRO pricing for the new unit, select Edit Rental Terms.
6. Update the necessary fields. Click Adjust.
7. Click Next to continue Managing Lease.
8. Review the Charges. If correct, click Next.
9. Review the lease agreement preview. If correct, click Finalize Lease.
10. Track the lease agreement on the Document Dashboard to ensure it is complete prior to posting the Move In.