Cancelling a Transfer
If a resident decides to not transfer units at some point during the transfer process, you can cancel the transfer. To cancel a transfer, do the following:
- In Entrata, go to Residents >> All Residents.
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- Find a resident with a lease sub status of Transfer (the sub status, if any, is listed in parentheses next to the lease status), and click on the resident's name to open the Resident Profile.
- To filter only for transferring residents, click the filter icon in the sidebar, and then use the Sub Status drop-down to filter for Transfer.
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- In the More drop-down menu, select Cancel Transfer. This opens the Cancel Transfer window.
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- Click Yes to cancel the transfer.
- In the Activity Log tab of the Resident Profile, a line item appears stating that the unit transfer has been cancelled.