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Owner CRM Beta Milestone, Multi-Approval for Bills, and Leasing Workflow Fixes
Multi-Approval for Bills, a major Owner CRM milestone, AI Agent (Beta) and a sweeping set of leasing workflow fixes.
This train carries one of our largest Owner CRM pushes to date—moving the product from Alpha toward Beta with end-to-end portfolio onboarding, pre-qualification forms, RentSign integration, auto-save, and lifecycle automation.
On the accounting side, bills can now be routed through multiple approvers with configurable auto-approval thresholds. A large batch of renewal workflow fixes rounds out the release, addressing bulk actions, filter persistence, and deletion errors across the pipeline.
Biggest Value in This Release
1) Owner CRM: Alpha → Beta Milestone
The Owner CRM receives over 20 improvements in this release, marking the transition from Alpha to Beta. The biggest additions include:
- End-to-end portfolio onboarding — clicking "Onboard" now creates the portfolio, migrates all owners and properties into Rentvine, associates custom fields, and sets up payment info automatically.
- Pre-qualification forms with dynamic field support, auto-save for in-progress forms, and PDF generation for legal record-keeping.
- RentSign integration — document signing is now connected directly within the CRM onboarding flow for both PM and owner portal views.
- Owner portal onboarding experience — new onboarding checklist with progress indicator, a property map view, and "Pick up where you left off" resume functionality so owners never lose their place.
- Lead management improvements — new lead source tracking, optional phone numbers for faster lead capture, cascade archive for parent/child owner leads, and auto-archive for leads inactive 30+ days.
This collectively moves the Owner CRM from an internal prototype to a functional onboarding pipeline.
2) Multiple Approvers on Bills
Bills can now be routed through multiple approvers and auto-approved below configurable thresholds. Teams with tiered approval structures no longer have to work around a single-approver limitation. Auto-approval rules let low-dollar bills flow through without manual intervention, while high-value bills can require sign-off from master approvers
Enhancements
- Added Multi-Approval and Auto-Approval for Bills — configure auto-approval thresholds, require multiple approvers, and set master approval rules for high-value bills.
- Added a toggle on application templates to require Plaid income verification — behind a feature flag, this prevents applicants from skipping the Plaid flow. Targeted initially at large PM accounts that weren't using Plaid services because applicants could bypass it.
- MSI RV Admin TLL Enrollment Report now includes Master ID / Certificate ID columns and supports search.
Owner CRM (Alpha → Beta)
This release includes a significant set of improvements to the Owner CRM, pushing it from Alpha toward Beta. Over 20 items were delivered across the CRM team:
- Built end-to-end portfolio onboarding — creates portfolio, adds owners, properties, custom fields, and payment info in one action.
- Added pre-qualification form backend with dynamic form support and auto-save so owners and PMs never lose progress.
- Integrated RentSign with the CRM UI for document signing workflows in both the PM and owner views.
- Implemented actual document handling in the CRM Owner Portal, replacing mock data with real document statuses.
- Added backend endpoints for the CRM Owner Portal.
- Added owner onboarding map and "Pick up where you left off" resume functionality.
- Added onboarding checklist with progress indicator for the owner portal.
- Added lead summary section with progress bar to the lead profile view.
- Added new lead source dropdown for manual lead entry to support analytics.
- Made phone number optional when adding new leads (backend and frontend).
- Added loading indicator on pre-qual form submission.
- Added auto-archive for leads inactive for 30+ days.
- Added cascade archive — archiving a parent owner lead now archives all child owners.
- Finalized custom and additional field saving for proper data migration during onboarding.
- Added "Desired Rent" standard field to the pre-qual property questions (required for property creation).
- Added onboarded date tracking for portfolio onboarding.
- Generated and saved PDFs for owner leads (pre-qual form and property details) for legal/dispute records.
- Fixed the "Continue" button on duplicate lead warning not creating the lead.
