The Old Way: Onsite or centralized staff coordinate move-in over email > busy residents forget to complete tasks > already busy & frustrated staff send multiple follow-up emails or calls > residents show up on move-in day not ready to pick up keys > staff then have to sit down with the resident to complete tasks > leading to a bad start to their residency.
The New Way with Flamingo’s Move-in Checklist: Add your move-in tasks and their due dates to Flamingo and Flamingo’s automated move-in checklist system works with residents until all the move-in tasks are completed.
Here is How to Manage Move-Ins with Flamingo
Step 1: Add or edit your Required & Optional Move-In Tasks
Tasks can include:
Check the box - a simple checkbox item.
Form - a form that a resident can complete.
File Upload - the resident can upload a PDF or image.
Step 2: Move-in Checklist is Triggered
Flamingo automatically triggers the Move-In Checklists when a resident’s status in your Property Management System change’s to Future Status.
Yardi = Future
RealPage = Future Lease
Entrata = Future
Rent Manager = Future
SFTP Upload = Future
NOTE: The move-in checklist is only triggered for new residents whose move-in date is 35 days or less from the current date.
Step 3: Residents are notified via email, text, and push notification
Residents receive the move-in checklist via email, text, and push notification.
Step 4: Residents complete the tasks on the web or on the resident app
Residents can complete the move-in checklist from the web or they can download the resident app to complete the move-in checklist directly on the app. The checklist is the first thing residents see each time they open the app until all the tasks are completed.
Step 5: Staff review and approve relevant tasks
Some move-in tasks require staff review and approval to confirm accuracy. Staff will be notified via email when a resident has completed a move-in task that requires a staff member to review and approve. Examples include reviewing renter’s insurance or utilities setup to insure these have been set up properly.
Staff can review and approve task by navigating to Dashboard.GetFlamingo.Com > Analytics > Tasks
OR Manage > Move-In, Renewals, Move-Out > Resident Task Updates > Filter by Approval Needed Status > Move-in Tasks
If staff reject an item submitted by a resident, the staff enters the rejection reason and the resident is notified to resubmit the tasks after correcting for the rejection reason.
Step 6: Automated resident reminders until all tasks are completed
Residents are sent automated email, text message, and push notification reminders until the resident has completed all the required move-in tasks.
Step 7: Staff monitor move-ins and intervene if needed
Most residents complete the move-in checklists without any staff intervention, but occasionally a resident might simply ignore all Flamingo emails or need some help. The staff needs to intervene when this happens. Staff receive a weekly email with move-ins that require approval or intervention.
Staff can monitor where residents are in the move-in process by navigating to Manage > Move-In, Renewals, Move-Out > Resident Task Updates > Filter by Approval Needed Status > Move-in Tasks
monitor
Note: If for some reason, a resident simply doesn't complete the move-in process using Flamingo, staff can mark their move-in as complete by navigating to Manage > Move-In, Renewals, Move-Out > Resident Task Updates > Click on the the residents task > click on Complete Tasks button.
