I'm missing a credit, document, or work order from the management company...

Learn more about transferring to new management and how we can get you back up to speed!

When tenants experience a change of ownership or management, there is always the possibility that some information didn't travel to the new management company while transitioning. Here are some of the things you'll want to take inventory of and ensure your new property manager is aware of at the start of management and what you can do if something didn't transfer to the new company.

Ensure the company has all of the following...

  • Lease agreement
    • Share this with us by emailing the document to us
    • Collect this from us by downloading this from your portal
  • Contact information 
    • Share this with us by updating your portal
  • Rental or Housing Assistance information 
    • Share this with us by emailing the information to us
  • Your most recent ledger with a correct balance
    • Share this with us by emailing the document to us
    • Collect this from us by downloading this from your portal
  • Your payment information 
    • Share this with us by updating your portal
  • Your rental insurance information
    • Share this with us by updating your portal
  • Any outstanding maintenance requests
    • Share this with us by updating your portal
    • Collect this from us by downloading this from your portal

You can share this information with us here or on your Tenant Portal, AppFolio.

How to get or share this information...

If you've recently transferred to our company, you can pass this along via. email or through your portal. If you're moving on to another company or owner, the new company should reach out to us, but you will have access to all that you might need through your portal.

If a new owner purchased your residence, but the management company hasn't changed, this should not have an impact on you as the resident as it pertains to this information. 

A credit or lease payment is unaccounted for...

When transferring your property into our system, we request all of the information listed above from either the prior management company or the prior owner (whomever we can reach). However, at times, the information is not readily available, or not provided to us for some other reason. Once we have collected this information, we add your account to our system and give you access to your portal. 

Your ledger will appear the same on your end as ours and is updated in real-time.

If credit or payment from the prior manager or owner was not accounted for on your ledger, then the prior party has not given us a record that one exists. 

If you believe that the information on your ledger is not accurate, you can submit the following information to us for review.

  • You may submit any of the following for consideration on...
    • Credit to the tenant
      • A detailed ledger on company letterhead showing the credit along with the total to the tenant and the date of the credit
      • A signed statement from the company detailing the credit amount, purpose, and date of the credit
      • A document such as a lease or an amendment signed by all tenants and a company representative explaining the credit amount, purpose, and date of the credit
    • Rent payment made
      • A detailed ledger on company letterhead showing the received payment along with the payment amount and the date of the payment
      • A signed statement from the company verifying the receipt of the payment along with the payment amount and the date of the payment
      • A clear statement from a financial institution proving the payment was cashed by the company along with a date and confirmation number