Submit a move-out
The method for processing a move-out to return a renter's deposit differs depending on if your PMS is integrated with Whale or you're using a manual integration.
For PMS integrations
Follow these steps to process a move-out:
- In your property management system (PMS), complete the financial move-out for the lease (also known as deposit accounting).
- When the financial move-out is completed, Whale automatically reads the amount owed and will deduct that amount, up to the total amount held, from the renter's deposit.
- When you receive any move-out charges owed, post them to the resident's ledger (unless you're using Yardi in which case this is done automatically).
For manual integrations
Follow these steps to process a move-out:
- Log in to Whale Admin
- Find the lease for the tenant moving out and under the “···” menu select "Move-out".
- Provide the move-out date (the date they vacated the unit) and the charges you'd like to deduct from their deposit.
- Click "Submit Move-Out".
- When you receive any move-out charges owed, post them to the resident's ledger.
Once you submit the move-out, the deposit, less any charges claimed by you, are immediately returned to the renter. This action cannot be undone.
