1. Transferring Units: Conventional
Yardi Voyager
Transferring Units:
Conventional

2. Transferring a Unit – step by step
Steps involved in overall transfer process
Receive notice from resident in writing the place into file and scan and attach to resident in Voyager
Input notice into Voyager
This is input on the resident screen under functions then select Notice
Requested information:
Move out (transfer) date
Reason for transferring
New lease data
Roommates (adjust accordingly as needed)
Rentable Items (adjust accordingly as needed)
Transfer Unit Procedure then Post Transfer
Move Resident Out using the Unit Transfer under the Unit Statics section on the Community Manager Dashboard - including refund of security deposit
Move Resident In using the Unit Transfer in the Unit Statics column on the Community Manager Dashboard - include new security deposit
Deposit Accounting completed - found on the left hand side under Resident Activity on the Community Manager Dashboard.
Transferring a Unit – step by step

3. Connecting the Dots…… Beginning the process
Under the Resident menu select Transfer Unit
Connecting the Dots……

4. On the next screen input the requested information accurately then submit
Unit – current unit occupied by resident
Resident – resident asking for transfer
To Property – unless transferring away from your property input that property here as well
To Unit – Unit to which the resident is transferring
Notice of Transfer Date –date cannot be in the future
Connecting the Dots…..

5. After pressing submit this will be the next screen
Please remove any checks under Custom Data at this time including - Include Security Deposit Balance in Transfer
Fill any other data according to the resident submitted transfer request
Note you can also change lease terms and units here again if needed
Press “Next” after verifying data entered is correct
Connecting the Dots…..

6. As you continue pressing next in the process the screens will allow you to adjust the following:
Roommates
Rentable Items
Once you have gone through those steps adjusting information as needed you will be provided a summary of the transfer
Proof this carefully and then press “Post Transfer”
Connecting the Dots….

7. Crossing the Finish Line
Now this portion of the process has been completed and you will now see the transfer on the dashboard under the Unit Statics section
Crossing the Finish Line

8. Transferring - Move In/Move Out
Now that the unit transfer is on your community manager dashboard just click on the number next to that selection to open up the current transfer on the property in question
Prior to going further press Notice in this section to review Move In/Out dates and other information before proceeding – highly recommended as many times this process is not done all in one sitting and dates may have changed
Now select the resident you wish to Move In/Move Out to a new unit (see sample in the screen shot below)
Transferring - Move In/Move Out

9. Transferring - Move In/Move Out
On the next screen you will need to verify the information entered for the Lease Dates and Lease Charges sections
Remember to check your lease expiration count in this process to keep this in line with monthly lease expiration numbers
Once the information has been verified press Post - See next slide for an example
Once this has been done the move in function will be grayed out for this resident in the Unit Transfer section on the Community Dashboard - This can be seen on the follow up Move Out screen shot
Move Out
Now move the resident out under the Unit Transfer section – review move out dates prior to pressing this button
Press Move Out button
Notice on the next screen the status will be past
Transferring - Move In/Move Out

10. Sample Move In screen for the transfer process

11. Sample Move Out screen for the transfer process

12. Transferring - Deposit Accounting
Now for Deposit Accounting
Find this under the Resident Activity section on your Community Manager Dashboard – Deposit Accounting
Click on the number next to this field and that will bring up any current deposit accounting items that need your attention
Transferring - Deposit Accounting

13. Transferring - Deposit Accounting
Then click on the button under the Deposit Accounting column next to the resident you need to adjust
Verify all transaction listed on this page and enter all forwarding address information
Enter all charges for move out to include creating charge for security deposit (will need to do zero receipt to have this balance out)
Verify all data is correct once again and then Post.
Transfer is now complete
Transferring - Deposit Accounting