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How to Change Ownership of a Unit
How to Change Ownership of a Unit

Changing ownership of a unit when an owner sells and a new one moves in.

Michella White avatar
Written by Michella White
Updated over 2 years ago

Step 1: Select the Unit tab.

Step 2: Search for and click into the unit that you are needing to change ownership for.

Step 3: Scroll to the bottom and click Change Ownership.

Step 4: Decide what invoicing/charges/balance information should remain on the unit for the new owner and which should be reset by selecting each box according to what is needed.

Step 5: Click the blue continue button.

Step 6: Select or Create the new owner's profile.

If the new owner already has a profile created search for and select them from the list.

If the new owner isn't in the system yet, click Create New Member and fill in the new owner's information. You can checkmark to send the new owner an invite email at this time as well by check marking Send Email Invite to the person.

Step 7: Click the blue Initiate Change of Ownership after either selecting the new owner from the list or adding them as a new member.

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