Pending Occupants

A Pending Occupant is anyone who applies to rent an apartment and has not yet been accepted as a tenant. Here you can add, edit, delete or move in a Pending Occupant.
NOTE: Rent Magic allows for only one person per unit to be stored as a Pending Occupant; you can add the rest of the occupants once you convert the pending occupant into a current occupant (i.e. you move them in).

On this page:

Table of contents

• Opening the Pending Occupants screen
• Filtering the Pending Occupants list (optional)
• Adding a new Pending Occupant
• Editing an existing Pending Occupant
• Deleting an existing Pending Occupant
• Moving In a Pending Occupant
• Notes

Opening the Pending Occupants screen

• From the Tenant Menu, select Pending Occupants.

This screen will pop up:



The default of this screen is to display all pending occupants across you entire portfolio.

Adding a new Pending Occupant

NOTE: You do not need to know which unit you are moving this pending tenant into at this time. You will be able to select the building/unit at the time of move-in. Choosing a building and unit is helpful if you have many applications coming in at once and you need the extra filtering ability (see below). Even if you selected a building/unit at this time, you can always override this entry at the time of move-in.

1. Press the Add button in the bottom left corner of the screen.
2. Enter the Pending Occupant (applicant) data in the Tenant Information screen that comes up. (Remember: You must select the building from its drop-down box before you can select the unit.)
3. Click OK to save the information.

For more information, see Occupant Details.

Filtering the Pending Occupants list (optional)

If you wish, you may filter the list of Pending Occupants to show only those for a given building, or even a given unit, by selecting from the drop-down boxes.

1. Select a building from the Building drop-down box, or leave as 'All Buildings'.
2. Select a unit from the Unit drop-down box, or leave as blank.

There are no Pending Occupants for Ellesmere, so the screen is blank.

Editing an existing Pending Occupant

• Double click (or right-click and select Edit) on the occupant you would like to edit.

For more information, see Occupant Details.

Deleting an existing Pending Occupant

Note: Deleting a Pending Occupant is permanent — this action cannot be undone!

1. Right click the occupant you would like to delete, and select Delete
2. Press Yes to confirm deletion.

Moving In a Pending Occupant

This is when the pending occupant has been accepted as a tenant. The Pending Occupant will then become either either a current tenant or a Future Tenant, depending on whether the tenant's physical move-in takes place immediately or at a future date.

1. Select the occupant you would like to move in.
2. Press Perform Move In, in the bottom right corner of the screen. This will open the Move in a tenant Screen.
3. Complete all the steps in Move in a tenant — note that the Pending Occupant's information is already present.
4. If there were multiple Pending Occupants for this unit, a window will appear asking if you want to delete the remaining Pending Occupants.

Notes

• You may move the Pending Occupant into any unit, not just the one you originally selected.
• You must close and re-open the Pending Occupants screen to refresh it.

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