Small Portfolio Desk

1–20 unit landlords

Roommate & co-tenant changes mid-lease on DIY landlord software — add, remove, replace, re-split rent

Search intent: one roommate is moving out, a new one wants in, or a partner is moving in partway through a lease. How do you screen the newcomer, get the change on paper, re-split the rent charge, keep autopay from overpaying or underpaying, and handle the security deposit between the person leaving and the person arriving in RentRedi / TurboTenant / Avail? Updated: Oct 2026 from vendor help centers, education pages, pricing, and community posts. Re-check tenant-change flows in a live account, because TurboTenant’s tenant-change addendum article was updated the week we researched it. Not legal advice on releasing a departing co-tenant, joint-and-several liability, deposit statutes, occupancy limits, or fair-housing screening rules.

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For a 1–20 unit landlord, a roommate swap is a mini-turnover that happens inside a lease that keeps running. The unit never goes vacant, so no software flow forces you through the steps. That makes it easy to end up with a new person living there who was never screened and never signed anything, a departing roommate who still gets rent reminders, or a rent charge still split to someone who left. The three tools handle the swap differently. TurboTenant has the most complete built-in flow: a Tenant Change Addendum (Documents → Build a Lease Addendum) adds, removes, or replaces tenants on an active self-managed lease. The departing tenant doesn’t have to sign, and the departing tenant’s autopay is removed on the effective date. It needs a paid Essentials or Pro plan to send, and it does not update charges, split rules, or the new tenant’s autopay. RentRedi is mainly a ledger tool here: Edit Lease → + Add Tenant connects the newcomer to existing charges, Unlink removes the person leaving, and you can bill roommates jointly or with separate per-tenant charges. But tenant autopay is a tenant-set amount, so after a re-split, nobody’s autopay updates on its own. There’s no addendum builder, so you upload your own document for Signature Request. Avail recommends screening plus a free lease amendment template (signed offline, then uploaded). Payments are tied to lease signers, so community landlords usually start a new lease when roommates change. That ends the old lease and deletes its future payments, and it may regenerate the deposit invoice.

What this page is (and is not)

Definitions and legal basics (read this first, not legal advice)

Feature snapshot (verify on vendor pages)

Capability RentRedi TurboTenant Avail
Screen the incoming roommate Add the person to the unit, then on their tenant profile choose ⋮ → Screen Tenant (Jun 2026). Tenant-paid $39.99 credit/criminal/eviction, or $49.99 with Plaid income/asset verification (Oct 2026 pricing) Invite to Apply for application + screening. Help also lets you add a spouse/co-tenant “without requiring them to apply” and recommends screening for new renters. Pricing page shows a $45 renter-paid screening fee on paid plans. Our screening page found ~$55 on Free, so confirm the live table Education (May 2026): request a rental application + screening for the newcomer, then accept or deny before amending the lease. ~$55 TransUnion bundle (see screening costs)
Add a co-tenant to the ledger Lease Details → Edit Lease → Tenants → + Add Tenant → select them → review charge preview → Save Lease Charges (“Connect a Tenant to an Existing Lease,” Sep 2026). Tenants list shows “Not on Lease” if someone isn’t connected to charges Lease Profile → Summary → Tenants → Add, or Tenants → Add New. Help: adding a tenant to a profile “does not add their name to an existing signed lease agreement” Onboard them to rent collection / payment list. A support article titled “add new tenant to existing payment list” exists but wouldn’t render. A 2023 community landlord says Avail “ties signers of a lease to the invoices,” so most people start a new lease instead
Remove a departing co-tenant Unlink (Renters → ⋮ → Unlink Tenant, or the X on the unit’s Tenants list, Aug 2026). The tenant is notified. Charges and history stay under Prior Tenants. Separately, deselect them in Edit Lease so they’re off future charges Trash/⋯ next to the tenant → Move Out Tenant (moves them to Past, lease stays active for the others; “best for tenants moving out early, mid-lease”) or Remove From Lease (archives them; “best for tenants who never moved in”). Or remove them via the addendum No published remove-tenant control we could read. Community (Oct 2023): start a new lease for the remaining/new tenants. Avail “will terminate the old lease… and deletes all remaining payments on the old lease after the term date,” which also stops reminders to the person who left
Paper for the change No in-app lease or addendum builder. Upload your own addendum / new lease PDF → Signature Request. Older help labeled this Grow/Pro, while the Oct 2026 pricing sells one plan with every feature. Confirm Tenant Change Addendum: Documents → Build a Lease Addendum → People on the lease → Add / Remove / Replace → effective date (can also change rent or end date) → e-sign. Original signed lease is attached automatically, or you upload it if signed outside TT. New co-signers aren’t supported (use a new lease) Free lease amendment template (Nov 2025 education): name the parties, effective date, and what changes. Avail emails a copy, tenants sign offline, then you upload it. Or create a new lease with free digital signatures
Who signs Whoever you add to the Signature Request Landlord, staying tenants, incoming tenants, and existing co-signers sign. Departing tenants don’t. Tenants and co-signers sign first, then the landlord Education: “Every person who signed the original lease must also agree to and sign the amendment”
Split rent between roommates Joint charge (every listed tenant can pay, and partial payments must be enabled by you) or separate charges per tenant (exclude the others with ⋮, enter each person’s amount, “No, keep all charges”). Jun 2025 help Split the amount between tenants on one charge: equal by default, editable, each share > $0, shares must total the charge. Each tenant sees and pays only their share. Web only (not the mobile app). Or leave it unsplit and allow partial payments Usually one invoice. Tenants decide who pays what, and “as long as the invoice is paid in full, Avail system doesn’t care how many payees” (2023 community). Marketing: renters can “split payments with roommates.” A 2022 education piece says each roommate “can see a monthly charge for what they owe individually,” which conflicts a bit with the community description. Confirm
Autopay after the swap Tenant-set amount and date, rent only. Multiple schedules per lease on web (Jul 2026). Changing a charge “does not affect auto-pay,” which exists so roommates can autopay their portion (2021 help, older). Each roommate must update their own amount after a re-split. Whether Unlink stops the departing person’s autopay isn’t documented, so confirm Unsplit charge: only one tenant can enroll, and autopay pays the remaining balance. Split charge: each tenant can enroll their own portion. No custom amount. Addendum removes the departing tenant’s autopay, but the incoming tenant must enroll themselves, and a new recurring charge needs re-enrollment Tenants can schedule payments. We found no readable doc on how scheduled payments behave across a lease swap. A new lease generally means new invoices, so ask every remaining tenant to re-check their schedule
Departing tenant’s leftover balance History and charges stay visible under Prior Tenants. Collect anything still owed before you unlink, or record it later After the addendum date they can still see and pay unpaid charges due on or before the effective date, and nothing after Per the 2023 community post, reminders stop for the old lease “except perhaps for those with balances”
Deposit handling between roommates No roommate-deposit transfer feature. Options: keep holding the whole deposit, or refund a share with Send Money and charge the newcomer a Security Deposit charge (see deposits) No transfer feature. Return Security Deposit lets you select a tenant and enter any amount (partial with deductions), pays out to one bank account, takes 7–10 business days, and doesn’t support offline tracking. Then charge the newcomer a deposit if you go that route No transfer feature. We found no published ACH deposit-refund product, so refunds happen outside Avail. If you start a new lease, watch for a regenerated deposit invoice (2023 community tip, from our holdover page)
Free vs paid gap Single paid plan, Oct 2026: $29.95/mo monthly, $20/mo 6-month, $12/mo annual, “same full feature set.” Optional Credit Boosting $5.99/tenant/mo shows up in the Add Tenant step Free: add tenant, Move Out / Remove, charges, split charges (no plan gate stated in help), autopay. Paid (pricing shows $12.42 and $16.48/mo tiers; help calls them Essentials / Pro): needed to finalize and send the Tenant Change Addendum, plus unlimited addendums/e-signatures Unlimited (free): applications/screening (renter-paid), amendment template, new lease with free digital signing, payment lists. Unlimited Plus: custom applications/leases, lease cloning, waived ACH. Plus price wasn’t shown on the pricing page we fetched

Sources (Oct 2026): RentRedi help: Connect a Tenant to an Existing Lease (Sep 2026); How to Edit Lease Charges (Edit Lease vs Add New Lease); Creating Charges for Roommates (Joint and Separate) (Jun 2025); Link Multiple Tenants to a Unit (Jun 2025); How to Unlink a Tenant (Aug 19, 2026); Understanding the Tenants List (“Not on Lease”); How to Request Tenant Screening for a CURRENT Tenant Who Didn’t Apply (Jun 16, 2026; +$10 income); How to Make a Partial Payment; How to Set Up Auto-Pay (Jul 23, 2026: rent only, tenant-set amount, multiple schedules); Does Changing Rent Amount Affect Tenant’s Auto-Pay? (May 2021); blog FAQ How Do You Screen Roommates (Feb 2026); rentredi.com/pricing. TurboTenant help: How to Add or Remove a Tenant Using a Lease Addendum (updated week of Oct 2026; also indexed as “Add, Remove, or Replace”); How to Create and Manage Lease Profiles; How to Add an Existing Tenant (updated week of Oct 2026); How Do You End Your Lease on TurboTenant? (Dec 2025: Move Out Tenant vs Remove From Lease); Split a Charge Between Tenants; How Can My Tenant Make a Partial Rent Payment?; How to Edit or Delete Rent Payment Charges (fixed split totals); Autopay for Landlords (roommates section); Rent Payments FAQs; Return a Security Deposit (Sep 12, 2026); turbotenant.com/pricing. Avail: education Can You Add Someone to a Lease? (May 21, 2026), Lease Amendments (Nov 13, 2025), How to Split the Rent With Roommates (Feb 2022); Online Rent Collection page; community: Tenant wants to add roommate mid lease (Jan 2023), How to change tenant in Avail (Oct 2023), 2 Tenants, One will pay (Jul 2023), Add new tenant to lease after finalization (Dec 2022). Nolo: Roommate Breaking the Lease? (May 18, 2026); How to Legally Add a Roommate to Your Lease (May 8, 2026). Not found / do not invent: any one-click “transfer deposit between roommates” feature in these three tools; an Avail in-app remove-tenant control we could read; RentRedi documentation of what Unlink does to an active autopay schedule.

Which paper path? Addendum vs amendment vs new lease

Tenant-change addendum / amendmentNew lease for everyone remaining + incoming
Best when Same unit, same rent and end date, just a name swap. Original lease already covers multiple tenants and joint-and-several liability You want to change rent, the deposit, the end date, or add a co-signer. The original lease is weak on multi-tenant terms. Or the tool makes swaps easier this way (Avail)
RentRedi Your own addendum PDF → Signature Request, then Edit Lease (+ Add Tenant / deselect the person leaving) Your own lease PDF → Signature Request. ⋮ → Add New Lease keeps the current lease and charges until the new one starts, so make sure the dates don’t overlap
TurboTenant Tenant Change Addendum (paid to send). One addendum in progress per lease, at least one tenant must stay, and you can’t remove everyone Required if you’re adding a new co-signer. Create a new lease profile/agreement. New recurring charges mean tenants re-enroll autopay
Avail Free amendment template, offline signatures, upload. Payment list changes may still need support (article unreadable) The community’s usual route. Starting a new lease ends the old one and deletes its future payments. Check for a duplicate deposit invoice
Watch out Signing doesn’t update charges in any of the three. TT says so explicitly Nolo: a new lease can reset rent and the deposit (within caps), which tenants may push back on. Rent control or local rules may limit that

Security deposit when roommates swap: pick one model and write it down

RentRedi: Edit Lease, Unlink, and everyone’s autopay amount

TurboTenant: Tenant Change Addendum + split charges

Avail: screen, amend (or re-lease), then rebuild payments

Worked example: 2-bedroom unit, one roommate leaves Jan 31, a replacement starts Feb 1 (illustrative numbers)

Two co-tenants, Roommate A and Roommate B, signed a 12-month lease (Aug 1, 2026 – Jul 31, 2027) at $1,850/month, due the 1st, and paid a $1,850 security deposit ($925 each by their own arrangement). Rent is split $925 / $925 in the software. B takes a job out of state and leaves Jan 31. A finds Roommate C. You screen C, approve them, and everyone agrees C takes B’s place from Feb 1 at the same $925 share, with no change to rent or end date. The lease has a joint-and-several clause. Example data only, not vendor recommendations or legal advice. Whether B is released, and how the deposit is handled, depends on your lease, your state, and what everyone signs.

Step / dateRentRediTurboTenantAvail
~Jan 5 (screen C) Add C to the unit (invite Later) → ⋮ Screen Tenant ($39.99 tenant-paid, or $49.99 with income) Invite to Apply → C applies + screens (renter-paid fee per live pricing) Request application + screening (~$55 renter-paid)
~Jan 15 (paper) Upload tenant-change addendum → Signature Request to A, C (and B if counsel wants B to sign a release) Resolve the A/B split first (see below). Then Build a Lease Addendum: Remove B, Add C, effective Feb 1 → send. A and C sign, B isn’t required to Amendment template (parties A, B, C, effective Feb 1) → sign offline → upload. Or new lease A + C from Feb 1 to Jul 31, 2027
Before Feb rent posts (charges) Edit Lease: select A + C, deselect B → Save. Separate-charge setup: end B’s series after Jan, create C’s $925 Feb–Jul series. A keeps $925 autopay, C sets $925 autopay, confirm B’s is gone Split rule A/B $925/$925: delete it and create a new monthly Rent $1,850 split A $925 / C $925 starting Feb 1 (after the addendum takes effect, so C is on the profile). A re-enrolls autopay on the new rule, and so does C Amendment path: add C to the payment list (ask support how). New-lease path: Feb invoices are generated on the new lease, so delete any $1,850 deposit invoice that appears, and A and C re-check scheduled payments
Deposit (Model A) You keep holding $1,850. C pays B $925 directly (less any agreed damage), and all three sign a one-line note that C now holds B’s share of the claim. Upload it. Deposit register: A $925 / C $925. Model B instead: you refund B $925 (RR Send Money / TT Return Security Deposit / outside Avail) after a walkthrough, and charge C a $925 Security Deposit charge due before move-in.
Feb 1 total due (example) $925 (A) + $925 (C) = $1,850. Wrong but common outcomes: $925 (B removed but C never connected or charged, so half the rent is silently missing), $2,775 (old B share still live + new C share, a double bill), or $1,850 short-paid by $925 on RentRedi because A and C’s autopay amounts are right but nobody told C to set one up. Plus an extra $1,850 if a new lease regenerated the deposit invoice.
Feb 2 (verify) Tenants list: A and C current, B Prior, nobody “Not on Lease” Lease profile: B under Past Tenants, both shares show Autopay on MM/DD Old lease shows no future invoices for B, new invoices show A and C

Rent-change variant: if C takes the larger bedroom and everyone agrees to $1,850 split $1,000 (C) / $850 (A), you only change the split. Total rent is the same, so it’s not a rent increase. If the landlord wants the total raised because of the change, Nolo notes that’s usually done through a new lease, subject to rent-control and notice rules. Do it on paper first, then edit the charge.

Checklist: roommate swap without unscreened occupants, ghost charges, or double bills

  1. Read the lease: joint-and-several clause? Clause requiring landlord approval of new occupants? Guest limit? Occupancy cap?
  2. Get the request in writing (portal message or email) from the staying tenant(s), with the proposed newcomer and date. See notices & communication logs.
  3. Screen the newcomer with the same written criteria you use for any applicant (applications, screening costs). Don’t connect them to charges before you approve them.
  4. Decide release vs not for the person leaving, with counsel if it matters. In TT and RR, software removal isn’t a release.
  5. Pick a deposit model (A / B / C above) and write it into the addendum or a side note everyone signs.
  6. Sign the paper first: TT Tenant Change Addendum, Avail amendment or new lease, RR uploaded addendum + Signature Request (lease & e-sign).
  7. Collect the departing tenant’s balance before removing them, or note what’s still owed.
  8. Fix charges before the next rent posts: one rent rule, correct split, newcomer connected, departing tenant off future charges.
  9. Fix autopay: RR, everyone updates their own amount. TT, the newcomer enrolls, and so does anyone on a new rule. Avail, every tenant re-checks scheduled payments.
  10. Sweep side charges: pet rent, utilities, parking split by roommate (pet rent, utility billing).
  11. Mid-month swap? Prorate each share by agreement (prorated rent). Many landlords only allow swaps on the 1st.
  12. Photos of the departing roommate’s space on the swap date (condition reports).
  13. Verify the first month after the swap: total due equals rent, the right people are billed, and late fees attach as expected (late fees & autopay, partial payments).
  14. Update your rent roll and deposit register (rent roll).

Traps that cause disputes

Fit notes for 1–20 units

Honest uncertainty callouts

Related

Educational product research only, not legal advice. Releasing a co-tenant, joint-and-several liability, deposit-refund timing and caps, rent changes on a new lease, occupancy limits, and fair-housing screening depend on your lease and your state and city law. Confirm current tenant-change flows, split and autopay behavior, and plan gates in each vendor’s help center and your live account, and talk to counsel before you release or keep a departing tenant on the hook.