In order to change the ownership or residency of a home/unit/property, look for the Move In / Move Out tool in the Admin Tools section.
👉 Step 1: Fine the Property to change
👉 Step 2: Choose the current occupants to "move out"
👉 Step 3: Add the new Residents to move in and select their roles (Resident, Renter etc)
👉 Step 4: Choose what stays or goes with the transfer
The Vlge platform allows for a number of items to either remain with the property or be deleted. Of note are things like:
Documents
Appliances
Paint colors
Improvements
Consumables (Filters, Light Bulb Lists etc)
Service providers
...just to name a few.
👉 Step 5: Review and Confirm
To edit the templates used for the messages like new resident welcome or move out confirmation, please see the article on Email Templates.
⭐️ Closing dates: when the transfer actually happens
The Move-out / Closing Date and Move-in / Closing Date control when the transfer runs. If the closing date is today or in the past, Confirm Transition applies immediately. Ownership, occupancy, invites, charge settlement, and archive all happen when you confirm.
If the closing date is in the future, confirming schedules the transition for that day.
Nothing happens before then:
Current owners and occupants stay in place
Incoming people are not created, and invites are not sent
Paid-at-closing and write-off decisions are saved with the schedule and do not post until closing day
Property records and financial history are not archived until that date
The confirm button will say "Schedule for [date]" instead of "Confirm Transition." A banner on that property shows the scheduled date. Cancel it there if the closing date changes, then run Move In / Move Out again.
If the move-out date and move-in date are different, the later of the two is the date that counts.
Settling open charges at closing is covered separately in Move-in/Move-out: Outstanding Charges.