How to Convert Secondary Resident into Primary In ExactEstate

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Resident Help

How To Make A Secondary Resident the Primary Resident

To get started, first we need to navigate to the resident actions page. Click on "Resident Search" in the left-side navigation.

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The "Resident Search" button is the second link in the Residents section.

Find the resident you want to look at in the table. Then click on the cog icon located at the far right of the table.

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Select "Resident Actions" from the dropdown menu.

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This will bring you to the Resident Actions page. Once here, click on the "Personal Information" tab to open it. Once it is open, click on "Make Primary Resident" button found at the top of the section.

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You will be asked to confirm this action. Please note that there can only be one primary resident per household, and this action will make all other residents secondary.

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