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Prepare a tenant’s move to another rental

Plan the new tenancy and preserve the previous rental records.

Agree on the rental and dates with the renter. Review the original tenancy before starting another.

Step 1: Review both rentals

Discuss the renter's needs, review the current agreement and compare suitable rentals. Confirm the destination address, unit, rent and dates.

Step 2: Prepare the new tenancy

Use the new lease or available Add to a lease flow for the rental and existing tenant. Review the needed agreement or addendum and get appropriate advice before changing legal terms.

Step 3: Prepare the destination

Inspect the rental, resolve maintenance and agree on move-in, keys and utilities. Prepare its Home Guide with useful contacts and instructions.

Step 4: Verify the two records

Check the new lease and tenant relationship. Preserve old charges and documents. Plan the move-out report and handle deposits, deductions or refunds separately.

Deposits and payment records

Adding a tenant to another lease does not establish a transfer of deposits, balances or payment history. Review the agreement and applicable requirements, document the agreed handling and use the appropriate deposit workflow.

Check the result

  • The old and new rental relationships preserve their respective lease and payment records.

FAQs

Does editing a unit label move the tenant?

No. Check the actual lease and rental relationship.

Should I delete the earlier lease?

Preserve its records. Review the ending process and new tenancy separately.

Does Add to a lease move money?

No automatic transfer is established by adding the tenant. Review deposits and unpaid balances separately.

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