QRG – CRM IQ – Promoting a Roommate
If one of your residents wants to move out and a roommate wants to remain in the unit, first you will need to follow the QRG – CRM IQ – Household Release. If the resident vacating is currently the Primary resident, you must promote the roommate that is remaining in the unit.
1. Once the Household Release is executed, navigate to the resident profile > General > Manage > Manage and select Promote Roommate.
2. Select the roommate (Roommate 2) that will be the new Primary and enter the date the Current Primary will be moving out.
3. Click OK for the Schedule Warning Validation.
4. For any existing custom data, roommates, or rentable items that you want to transfer with the roommate that you are promoting to primary resident, select the Transfer button in the corresponding row and click Save when finished.
5. A pop-up will confirm the promote roommate saved. Click Post Promote Roommate.
6. Click Proceed.
7. The current primary (Resident 1) will be displayed when the promote roommate is scheduled.
8. All scheduled Promote Roommates are available on the Resident Services Dashboard.
9. Once the scheduled promote roommate occurs, the original primary (Resident 1) will now be a Past Resident.
The new primary (Resident 2) is listed as Current, and on the resident profile > General > Roommates now reflects the former primary (Resident 1) with a move out date.
10. The new primary (Resident 2) and all remaining household members will need to be re-invited to RentCafe. The new primary (Resident 2) will also receive a new tcode.
11. Follow the steps on the QRG – CRM IQ – Generate a Mid-Term Lease to have the lease agreement reflect the change in residents.