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Move a Tenant From One Unit to Another Unit

Moving a tenant from one unit to another isn't as simple as changing the unit number on a lease. Here are the proper steps to take.

Samuel avatar
Written by Samuel
Updated over 12 months ago

Overview

It's common for a tenant to move from one unit to another after their lease terms end. To show this in DoorLoop, you will need to end their current lease and then create a new lease on the new unit. Below are the steps you need to take to accomplish this.

The Steps

Step 1 - Creating a New Lease

Create a new lease first for the property/unit that the tenant is moving into. We need to do this because the old lease has historical transactions that are attached to the original property/unit and can't be moved. If you need a refresher on how to create a new lease, you can check out the article for adding a new lease.

  1. To create a new lease, click Leasing on the main menu and then click Active Leases.

  2. Click the + New Lease button on the top right corner to begin the New Lease wizard.

  3. Go through the New Lease wizard, add all the relevant information to the lease, and activate it. Make sure to include the new Security Deposit charge that will be going to the new lease (if there is one).

  4. Move on to the next section.

Step 2 - Ending the Original Lease

The next step when transferring a lease to a new property or unit is to end the current lease. For details and a refresher on how to end a lease, check out the article for ending a lease.

  1. To end a lease, click Leasing on the main menu and then click Active Leases.

  2. Find the lease you want to end and click on it.

  3. Once in the lease Overview tab, click on the blue circle with three vertical dots in the top right corner and select End Lease.

  4. In the End Lease wizard, enter the required Move-out date (entering a Notice Date and uploading files is optional) and click Next.

    (The Move-out date will become the lease end date, and tenant portal access will immediately end for all tenants on this lease.)

  5. If there are deposits, the next step would be to refund those deposits to the tenant. (You're not actually refunding the tenant, just recording that the deposit is leaving the current lease. For the payment method, you can choose "other.")

    You can end the lease without doing anything and then refund the deposit later on the Inactive Lease.

Step 3 - Receive the Deposit on the New Lease

To transfer the Security Deposit over to the new lease, you just need to receive a payment for it. If there are no deposits to transfer, you can skip this step.

  1. To receive the security deposit payment on the new lease, click on Leasing on the main menu and click Active Leases.

  2. Find the new lease you want to transfer the security deposit for and click on it.

  3. When you created this new lease you posted a charge for the security deposit, all you need to do now is to record that you received a "payment" for this on the new lease.

    • Record the payment for the same amount as the deposit or what was left of it after move-out charges.

    • Toggle on the option to Automatically Deposit this payment because it is already in your real-world bank account.

    • You can also record in the notes section something like, "Internal transfer: moved from Apartment 4 to Apartment 3."

  4. Click Save, and you are done!

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