When you approve an applicant in Buildium, the next step is to move that applicant into a new lease.
In this article, you'll learn:
- How to move an approved applicant into a new lease
- How to move an approved applicant onto an existing lease
1. How to move an approved applicant into a new lease
- Navigate to Leasing > Applicants.
- Click on the name of approved applicant you want to move in.Once the applicant status has been changed to approved, click Move in.
- If there is no existing lease on the unit, you'll be brought directly to the Add Lease screen.
- Enter the lease dates and type, and select Record an executed lease if you already have signed lease papers in hand. If you're signed up for Buildium's eLeasing, select Record a draft lease to collect eSignatures.
- When you move in an approved applicant, their personal information will transfer over from their application to to their tenant profile.
- Fill out the form with the remaining lease details, then click Create lease.

2. Move an applicant onto an existing lease
- Navigate to Leasing > Applicants.
- Click on the name of the approved applicant you want to move in.
- Once the applicant status has been changed to approved, click Move in.
- If there is an existing lease on the chosen unit, click Add to lease.
- The system will automatically add the applicant to the existing lease.
Article #: | 219866128 |