Start a move-in from scratch

Set up a whole tenancy from one screen, even on a brand-new account. Wealthru creates the property, the unit, the tenant and the lease together, then takes you into the move-in wizard.

Before you start

• You need to be a property manager, account owner, or admin.
• Nothing has to exist first. You can pick things you already have, or create them here.

Steps

1. Select Leases from the menu, then Start move-in.
2. Choose what you are doing: - New move-in for a tenancy starting now. The lease begins early in its lifecycle and the move-in wizard takes over. - Existing tenant for someone already living there. The tenancy is recorded as active and the wizard is skipped.
3. Pick the property, or select New property and enter its name and address.
4. Pick the unit, or select New unit and give it a label such as Unit 4 or Basement.
5. Choose the tenant. You can pick someone you already have, add a new person, or select From an application to move in an approved applicant. Picking an applicant also selects the unit they applied for.
6. Enter the rent, the deposit and the rent due day, and a start date if you know it.
7. Optionally attach your own signed lease to keep it on file.
8. Select Start move-in, or Add tenancy for an existing tenant.

What happens next

• Everything is created together, so you land either with the whole tenancy in place or with nothing created at all. There is no half-finished state to clean up.
• A new move-in opens the move-in wizard, where you take the deposit and first rent, do the walkthrough, and invite the tenant. See Run a move-in.
• An existing tenancy opens the lease itself, already active and ready for rent.

Troubleshooting

• You get a message about the unit or the property. The message names the real reason, for example that a unit has been sold or that a property is not set up for renting. Fix that, then select the button again. Nothing was created by the attempt that failed, so you will not end up with a duplicate property or a duplicate tenant.
• The page seemed to hang and you are not sure it worked. Select the button again. Wealthru recognises the repeat and returns the same tenancy rather than creating a second one. Check Leases if you want to confirm.
• You cannot find the applicant you want. Only approved applicants for the selected property appear. Approve the application first, then come back.
• You already moved this applicant in. Choosing them again reuses their existing tenant record and does not send them a second portal invite.