[MOVE OUTS] HOW DO I…?
ENTER A NOTICE TO VACATE
- [Yardi] → From the resident record → Function → Notice → Complete all required fields → If necessary, check the Post Early Termination Fee if the resident completed the full Early Termination agreement or check the Notice Rent Responsible and enter a Responsibility Date if the resident is leaving/has left early and did not sign the agreement → Click Save
Note: If your property does not have move out inspections automatically generated, enter the inspection into Elevate (resource: MIQ Move Out Inspection Guide)
COMPLETE A MOVE OUT
- Keys are received
- [Yardi] If resident was rent responsible but was not marked as such when the notice was entered → From the resident record → Function → Cancel Notice → Re-enter notice using notice to vacate steps and select Rent Responsible.
- [Yardi] → Function → Move Out → Status will be changed to Past
- [MIQ] Complete move out inspection (resource: MIQ Move Out Inspection Guide)
- [Elevate] to review the move out inspection, pictures, and charges → Main Dashboard → Search for inspection or sort Primary Status to find inspections listed as Needs Approval → Click the inspection number → Click Details → Toggle to Show Only Failed Details to review all failed items → Click on the item to review and click Observations → Review and adjust charges as needed → Repeat for all failed items → After all items have been reviewed, click Results → Change the inspection status to Complete → Click Save → Charges automatically populate on the resident’s ledger
- [Yardi] → From the resident record
- Edit → Enter the forwarding address into the profile → Click Save
- Data → Attachments → Ensure the move out inspection has attached and upload all other necessary documentation for a deficit OR a refund to the Moveout folder in Sharepoint (scan each document separately and name it according to the document. Include final utility bill. Resource: NTV, Early Lease Terms, and Deposit Accounting Guide).
- Reports → Ledger → Ledger to review all charges
- Final utility charges are posted automatically the night of the scheduled move out if the move out has been scheduled for at least 3 days prior to the move out date.
- Do not enter or correct any final charges. Create an A/R ticket for adjustments to charges reversals
- Data → Memo → Enter any applicable notes for the A/R department to review as they complete deposit accounting
- Data → Move Out Certification → Enter today’s date → Click Save
ACCESS THE MOVE OUT CERTIFICATIONS EXCEPTION REPORT
- [Yardi] → Reports → Property → Residential → Move Out Certification Exceptions → Enter property number or property list → Click Submit (if there are no exceptions, the report will be blank).