Process at a glance
- Scan notice of termination
- Retrieve tenant file
- Record vacancy
- Create termination confirmation
- Inform owner
- Deregister utilities
- Check renovation needs
- Check waiting list
- Update rent & service charges
- Plan handover appointments
- Update tenant address
- Prepare handover protocol
- Complete handover protocol
- Sign deposit statement
- Check open balances
- Create final statement
- Close & archive
The steps in detail
1
Scan notice of termination
Attach the notice to the task. The AI reads the termination date and move-out date and checks them against the lease on the unit.
2
Retrieve tenant file
mory shows the lease, parties and previous tasks of the tenant. Add documents from ELO if they are not yet in Datenbank (Documents).
3
Record vacancy
Record the vacancy in the BeWi dashboard and create the ELO folder. External step.
4
Create termination confirmation
From Vorlagen (Templates) mory generates the termination confirmation as .docx. Review, sign, send.
5
Inform owner
The agent drafts an email to the owner with the termination date and next steps.
6
Deregister utilities
Deregister electricity, water or other utilities if the property management is responsible. Optional step.
7
Check renovation needs
Record what needs to be renewed before re-letting. For larger work, open a separate damage or renovation ticket and link it.
8
Check waiting list
If there are prospects on the waiting list, contact them before placing an advertisement.
9
Update rent & service charges
Review rent and service charges for the re-letting and adjust the values on the unit.
10
Plan handover appointments
Arrange pre-inspection and return. The agent drafts the appointment confirmation to the tenant.
11
Update tenant address
Record the forwarding address on the Person so that deposit statement and final statement arrive.
12
Prepare handover protocol
The protocol is prefilled from the unit data, ideally in the handover protocol app.
13
Complete handover protocol
After the return, both parties sign. Attach the PDF to the task; defects become damage tickets.
14
Sign deposit statement
Create the deposit statement with deductions from the protocol and have it signed.
15
Check open balances
Check in ImmoTop that the tenant account shows a balance of 0.00.
16
Create final statement
Create the final statement (service charges, refund or additional claim) and send it to the forwarding address.
17
Close & archive
Close the task; it moves to the Archiv (archive). The lease automatically switches to the status ended.
Tips & pitfalls
- Steps in BeWi, ELO and ImmoTop are reminders of third-party systems, not integrations.
- The move-out appears in the tenant change timeline on the property and in the dashboard section Vermietungen (Lettings).