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*You cannot move a household into a unit until they have been assigned one*

Video Demonstration: 

Moving in a tenant, removes their status of applicant, they then become a tenant.

Step-By-Step Guide

  1. Click the Toolbox Tab on the left hand side of the page in the household overview.

  2. This will bring up a list of tools. Mouse-over the "actions" symbol and a drop down menu with options will appear. Click "Move In."

  3. The following Move-In Wizard will appear:

    A- Assigned Unit Overview: Includes unit address, program, project, and bedroom amount.

    B- Unit Verification:

      • If selecting "This is not the correct unit. Un-assign and select a new unit." the household will be unassigned from the unit, and a new assignment wizard will run (See The Assignment/Unassignment Process)

    C- Next Button: Proceed to Move-In Date Step


  4. Set the Move-In Date for Household:

    A- Move In Date Picker: Click calendar icon to open the date picker and select a date.

    B- Pro-Rate Rent?: Yes/No (Pro-rating rent will adjust the first month's rent charge to reflect how many days of that month the tenant lived in the home. For example, if a tenant whose rent is $200 moves into a home on the 16th of the month, pro-rating the rent will only charge this tenant for the remainder of the month. In this case, that would be $100. If No is selected, the tenant's rent will not be pro-rated based upon move in date and the tenant will be charged the full month's rent regardless of when he or she moves in to the home.)

    C- Previous Button: Back track to previous step.

    D- Next Button: Proceed to next step.

  5. Rental vs. Loan Unit

    If the unit belongs to a rental program, the next step will Rent Details. At this step you can set a fixed rent rate, and/or view the rent calculation and print the TTP Worksheet.

    Fixed Rent - 

    1. Fixed Rent?: Yes/No. Select yes to set a fixed rent rate.

    2. Rent Amount/Reason: Fill in the monthly rent amount to be fixed, and the reason for the fixed rent rate.

    3. Previous Button: Return to the Move-In date step.

    4. Next Button: Proceed to the next step in the wizard.

    Rent Calc/TTP - 

    1. Fixed Rent?: Yes/No. Select No to allow the unit/project/program's TTP calculations take effect.

    2. TTP Worksheet: Shows the information and data used to calculate the rent amount for the household.

    3. Print TTP Worksheet: Clicking this opens a new window with a .PDF file of the rent calculation information that you may print. 

  6. Review & Complete


    A - Move In Information: Including household, unit information, move-in date, and loan terms/monthly rent amount.
    B - Additional comments: Enter any additional comments on this move-in.
    C - Previous Button: Return to the Waiting lists step.
    D - Finish Button: Click to confirm and complete the move in process.

Household is now moved in. If this household is moved into a program associated with a Program Loan, you may want to begin setup of their loan in the Loan Tracking center found within the Tracking tab.







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