This release spans two deployment trains and touches Owner CRM, Form Builder, Application Screening, Bank Sync, and the Mobile App. The biggest additions are a Field Settings panel and versioning confirmation modals in Form Builder, a custom scoring configuration page for credit, criminal, and eviction screening, and a significant round of Bank Sync stability fixes — including a hotfix for bank account visibility in Admin shipped on 06.15.2026.
Form Builder: Field Settings Panel and Versioning Confirmations
The new Field Settings panel lets property managers configure required fields, add help text, and set conditional display logic on individual fields — without needing to rebuild a form from scratch when requirements change. We also added confirmation modals to versioning actions, so publishing or discarding a draft now clearly communicates what will happen before changes go live. Both additions reduce the risk of unintended form changes making it to applicants.
Application Screening: Custom Credit and Eviction Scoring
The new Scoring Configuration page in the Application Template lets property managers define their own R/Y/G scoring rules for credit, criminal, and eviction screening — instead of relying on platform defaults. Teams can now build screening criteria that reflect their actual approval standards. We also improved Rental History verification so managers can edit applicant details and resend verification after the initial send, removing the previous 72-hour wait that was blocking workflows.
Mobile App: Work Order Editing, Lease Notes, and Document Uploads
Three additions this release make the mobile app more useful for managers in the field. Work orders now support editing the description and closing comments directly from the details page. Lease Notes are now viewable in the app, surfacing critical lease details without needing a desktop. And the file uploader now supports PDF, Office, CSV, and plain text document uploads — not just images.
Bank Sync Stability
This release includes a concentrated round of Bank Sync fixes addressing duplicate transactions, lingering statements after mode switches, lost match selections, and connectivity issues with Canadian banks through Plaid. If your team has run into reconciliation inconsistencies recently, most of those should be resolved here.
Enhancements
Form Builder
- Added confirmation modals to Form Builder versioning actions to clearly communicate the impact of publishing or discarding a draft before changes go live.
- Added a Field Settings panel to Form Builder, allowing property managers to configure required fields, set help text descriptions, and apply conditional display logic to individual fields.
Application screening
- Added a Scoring Configuration page to the Application Template, allowing property managers to define R/Y/G scoring rules for credit, criminal, and eviction screening.
- Improved Rental History verification to allow property managers to edit applicant details and resend verification after the initial send, removing the previous 72-hour wait.
- Added animal acknowledgments and affirmations to the No Animals screening flow, ensuring applicants without pets attest to the same affirmations as those in Pet Screening's No Pets flow.
Mobile app
- Added support for document uploads — PDF, Office, CSV, and plain text — to the Property Manager App mobile file uploader.
- Expanded Mobile Work Orders with the ability to edit a work order's description and closing comments directly from the details page.
- Added the ability to view Lease Notes from within the Mobile App, surfacing critical lease details for property managers in the field.
Owner CRM
- Added Rentsign Hotfields to the pre-qualification form in Owner CRM, automatically mapping property and owner details into document templates to reduce manual data entry.
- Added ownership percentage calculations to Owner CRM, enabling more accurate tracking of co-owner equity splits.
Maintenance & financials
- Added a budget proximity indicator to Cost Tracking Projects, helping coordinators quickly identify projects approaching their approved spend ceiling.
- Added tax tracking to materials uploaded via receipt in the Maintenance portal, now displaying the total tax for each item while excluding non-taxable items.
- Added a payment count to the Deposit screen, totaled by reference number, to help teams reconcile deposits without manual counting.
Fixes
- Fixed multiple Owner Lead issues, including toast errors on the lead table, settings pages failing to load, personal notification emails not sending on assignment or status change, invitation resend failures, and co-applicant onboarding errors.
- Fixed recurring charge amounts being incorrectly rounded at the third decimal on Lease Renewal flows.
- Fixed a validation error affecting Lease Renewals that rejected valid start and end dates.
- Restored the Application Builder toggle requiring occupants 18+ to submit a separate application.
- Fixed the Scheduled Maintenance Window not displaying in the correct timezone.
- Fixed Move Out Statements incorrectly including non-move-out refunds when regenerating.
- Fixed duplicate bank transactions appearing after a Plaid connection in Bank Sync.
- Fixed bank statements from a prior reconciliation mode lingering after switching modes in Bank Sync.
- Fixed manual match selections not being recorded in the Bank Sync match ledger.
- Fixed the Portfolio Balances Report reflecting incorrect balances.
- Fixed Bank Sync being disabled after completing reconciliation on a connected account.
- Fixed an issue preventing Canadian banks (BMO, TD) from connecting through Plaid for Bank Sync.
- Fixed saved match selections being lost when a duplicate bank statement was removed during cleanup in Bank Sync.
- Fixed CRS-Equifax screening report timestamps displaying in UTC instead of the user's local timezone.
- Fixed an error in the application audit log where clicking "View Changes" returned an error instead of displaying change details.
- Fixed the application fee breakdown not appearing on the Pay & Submit page when a processing fee is passed on to the applicant.
- Fixed file previews failing with a 500 error for webp and m4a file types.
- Fixed OwnerLeads state field incorrectly mapping US states to international values.
- Fixed form progress loading the live form version instead of the versioned one, causing inconsistent behavior for in-progress forms.
- Fixed default form fields missing display labels, ensuring all standard fields render correctly.
- Fixed an "Oops, something went wrong" error preventing users from viewing bank accounts in Admin (hotfix 06.15.2026).
