LotWize

Transfers

Transfers helps you manage when a community moves in or out of your portfolio. Whether you are taking over a new property or handing one off, this tool keeps the process clean and nothing gets lost.

Transfers

What It Does

Transfers helps you manage when a community moves in or out of your portfolio. Whether you are taking over a new property or handing one off, this tool keeps the process clean and nothing gets lost.

Who It's For

Property Management Companies using LotWize to manage HOA portfolios.

How to Use It

Step 1: Start a Transfer

Click "Transfers" in the sidebar, then "New Transfer." Pick the community and whether it is an inbound transfer (coming to you) or outbound (leaving you).

Step 2: Fill the Transfer Checklist

The system shows a checklist: member roster, financial records, documents, vendor list, and open issues. Check off items as you confirm they are ready to move.

Step 3: Complete the Handoff

When everything is checked, click "Confirm Transfer." The community data will move to the new PMC account, and both sides get a confirmation email.

Common Issues

Q: What happens to historical data in a transfer? A: All financial records, documents, and member history stay with the community. The new PMC can see everything from day one.

Q: Can I cancel a transfer after starting it? A: Yes, until the other party confirms. Go to the transfer detail page and click "Cancel."

Pro Tips

  • Always run the Onboard Wizard for inbound transfers — it catches gaps in the data the old PMC might have missed.
  • Export a full backup before any outbound transfer. It is your safety net.

Need Help?

Contact support at support@sanafai.com

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