Moving an Owner into a Unit

Here’s how to update the occupancy on a unit to show that it is owner-occupied.

1. On the side menu, click Properties.

2. Choose the property where the unit is located.

3. Select the unit. 

4. If the unit is empty click Add Owner to add the unit to the new owner's asset profile. You can add an existing owner or create a new one

5. Click Move In Owner.

6. Enter the date the owner moved in. Click Next.

7. Select Confirm to set the new owner as the occupant of the unit.

8. Choose to update the owner's address to the unit's address

Now the owner will be shown as a resident under the Occupancy tab for that unit.