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 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.
Property Management Companies using LotWize to manage HOA portfolios.
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).
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.
When everything is checked, click "Confirm Transfer." The community data will move to the new PMC account, and both sides get a confirmation email.
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."
Contact support at support@sanafai.com
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