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How to Create or Edit Your Resident Move-Out Checklist

Create this to save hundreds of hours by automating your move-out process with a checklist that is personalized to your community and automated follow ups to residents until they complete each item
JC
Jude Chiy
Updated 1 year ago

The Old Way: Onsite or centralized staff coordinate move-out over email > busy residents forget to complete tasks > already busy & frustrated staff send multiple follow-up emails or calls > residents and staff scramble at the last minute > leading to a bad end to their residency. 


The New Way with Flamingo’s Move-out Checklist: Add your move-out tasks and their due dates to Flamingo and Flamingo’s automated move-out checklist system works with residents until all the move-out tasks are completed.


NavigationDashboard.GetFlamingo.Com > Manage > Move-out, Renewals, Move-Out > Move-Out Tasks


Here is How to Create or Edit Your Resident Move-out Checklist


Step 1: Understand when the Move-out Checklist is Triggered 


Flamingo automatically triggers and sends the Move-out Checklists to a resident when that resident’s status in your Property Management System changes from Current to Notice Status. 

  • Yardi = Notice

  • RealPage = Notice

  • Entrata = Notice

  • Rent Manager = Notice 

  • SFTP Upload = Notice



Step 2: Understand the different parts of a move-out task


  • Task Type: When you add a task, you need to select the appropriate type of tasks.

    • Single Task: For simple tasks where a resident simply marks it as complete. Think of this as a checkmark that the resident checks off that they have completed this task. E.g. Pay Balance 

    • Form with Questions: For tasks where a resident has to enter info or upload questions.This is the most versatile task type. E.g. Move-Out Unit Inspection or Enter Change of Address

    • Upload Document/ Image: For tasks where a resident uploads a document. E.g. Upload Proof of Renter's Insurance

  • Task Name: this is the name of the task and it is visible to residents. 

  • Task Description: this is a helpful description of the task and it is visible to residents. You can hyperlink text here. E.g. if you want to link to an external pet registration form. 

  • Make the task required: selecting this makes this a required task that the resident has to complete before they can mark their move-out as completed. If this isn’t selected, then the task is listed as optional. And the resident can ignore completing it. An example of a required task might be to “Submit Proof of Renter’s Insurance”, while an example of an optional task might be to “Book a Mover”.

  • Condition Settings: this is where you add when the task is due by combining “Number of Days” and “Condition.”. E.g if you select “10” in the “Number of Days” field and “Before Move-out Date”, the task will be due 10 Days Before Move-out Date. 

    • Number of Days: enter a number here

    • Condition:    

      • Before Move-out Date

      • After Move-out Date

      • Before Lease End Date

      • After Lease End Date

  • Approval Needed: turning this option means staff will be notified via email when a resident has completed this particular move-out task. Staff will then review and approve the submission. Examples include reviewing Unit Inspection or confirming that the resident has paid outstanding rent or other charges.



Step 3: Review or edit the Pre-Populated Move-out Checklist Template Tasks 


To make set up easy, we have already pre-populated your account with templated move-out tasks. These are the tasks that 99% of apartments use. But, you can edit or delete these or add new tasks by navigating to Dashboard.GetFlamingo.Com > Manage > Move-out, Renewals, Move-Out > Move-out Tasks


Here are some of the tasks included in the default move-out tasks template


  • Pay off any outstanding balances

  • Complete change of address at www.USPS.com/move

  • Book a move-out cleaning on your resident app

  • Complete move-out inspection

  • Drop off your keys



Important Notes & FAQs

  • Post-Launch Edits: If you make edits to your move-out checklist tasks, only new residents moving from Current Status to Notice Status will receive the new list. Residents that already received the previous version will NOT get the new list.

  • See this more detailed guide on How to Use the Move-Out Checklist for Unit Inspection.  


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