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The Mieterwechsel (Tenant change) workflow combines move-out, re-letting and move-in in a single task. Use it when a termination is directly followed by re-letting. If only one part applies (for example a move-in to a vacant apartment), the individual workflows Tenant move-out and Tenant move-in fit better. Create the task via Neue Aufgabe (New task) with property, unit and the departing tenant, or let the AI recognise the termination from the inbox. Unlike damage reports, mory does not send an automatic confirmation email to the tenant at the start; you create the termination confirmation in step 4.

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Process at a glance

Move-out phase
  1. Record termination
  2. Load tenant file
  3. Update ERP data (move-out)
  4. Termination confirmation
  5. Inform owner
  6. Record renovation needs
  7. Complete move-out
Marketing phase
  1. Create & publish advertisement
  2. Record forwarding address
  3. Tenant selection
Move-in phase
  1. Check application documents
  2. Send lease (1st delivery)
  3. Check returned lease
  4. Send complete lease documents (2nd delivery)
  5. Update ERP data (move-in)
  6. Order name plates
  7. Register service charges
  8. Addenda and additional agreements
  9. Coordinate handover appointment
  10. Prepare handover protocol
  11. Check deposit & first rent
  12. Finalise handover protocol
  13. Follow up defects
  14. Create final statement
  15. Archive departing tenant’s file
  16. Complete tenant change

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The phases in detail

1

Move-out (steps 1 to 7)

Attach the termination; the AI reads dates and deadlines and loads the tenant file. Update the ERP data in ImmoTop (end of lease). mory generates the termination confirmation from Vorlagen (Templates) and drafts the owner email. For renovation needs, record each item as a line: for every line mory opens a linked damage ticket that you process in parallel. “Complete move-out” ends the first phase.
2

Marketing (steps 8 to 10)

Create and publish the advertisement in ImmoMig; mory helps with AI-generated listing text, see Property advertisement. Record the departing tenant’s forwarding address on the Person. In tenant selection, record the chosen party; it is taken over as the incoming person in the task.
3

Move-in (steps 11 to 23)

Check the application documents (the AI extracts personal and bank data). Create lease and cover letters from the templates in two deliveries; check and countersign the returned lease. Enter ERP data in ImmoTop, send the name plate order email, register service charges, sign addenda and pet agreement. Confirm the handover appointment, prepare the protocol in the handover protocol app, check deposit and first rent, finalise the protocol. Defects from the protocol become damage tickets.
4

Closure (steps 24 to 26)

Create the final statement for the departing tenant, archive their file (ELO) and complete the tenant change. The task moves to the Archiv (archive); the old lease is ended, the new one active.

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Tracking progress

The dashboard section Vermietungen (Lettings) shows all ongoing tenant changes with their progress. On the Liegenschaft (property) you also see the change in the tenant change timeline.

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Tips & pitfalls

Linked damage tickets from the renovation needs are shown in the Aufgaben (Tasks) tab of the tenant change task. Complete them before the handover appointment.
  • Required steps block closure. Use Skip only for steps that really do not apply to your case.
  • ImmoTop, ELO and ImmoMig are third-party systems: mory reminds you of the step, you carry it out there.