New Features
Archive and Restore Rent Rolls
Rent rolls could now be archived to remove them from day-to-day work without losing the underlying data, and later restored when needed. This helped teams keep active selections focused while still preserving historical or “no longer relevant” versions for reference.
Add Notes Directly on a Rent Roll
Users could now add and review notes at the rent roll level, making it easier to capture context, assumptions, and exceptions alongside the data. This reduced the need to manage rent roll commentary in separate documents.
Bulk Collateral and Component Creation (for API-Based Workflows)
Organizations managing collateral programmatically could now create collaterals and components in bulk through supported integrations, then review a consolidated status report for the results. This reduced manual entry for large imports and made bulk onboarding workflows more reliable.
Improvements
More Informative Rent Roll Linking Visibility
Rent rolls now clearly indicated when they are connected to cash flows, helping users understand downstream impacts before making changes. This improves confidence when managing multiple rent rolls and related analyses.
Rent Roll Summary Easier to Scan and Control
The rent roll summary section was updated to match a more consistent, modern layout and could be collapsed when users needed more space for editing. This improves readability and reduced screen clutter during data entry.
Detail and Unit Mix Tabs on Active Rent Rolls
The active rent roll section now features two tabbed views — Detail and Unit Mix — making it easier to switch between the full line-item table and the aggregated unit mix summary without scrolling or navigating away. The Detail tab displays the existing rent roll rows, while the Unit Mix tab surfaces the auto-generated rollup (grouped by bedroom/bathroom for Residential, or a single-row summary for Commercial). When editing, the system automatically focuses you on the Detail tab and disables Unit Mix until changes are saved, since the rollup is computed from the underlying detail data. This gives users a cleaner, more intentional way to review and compare rent roll information in context.
Fixes
Rent Rolls Saving Correctly When Removing Bedroom/Bathroom Values
Multifamily rent rolls now save properly even when users cleared existing bedroom or bathroom values on a row. This prevents unnecessary save failures when cleaning up or correcting unit data.
Deal Funding Details No Longer Showing Irrelevant Amortization Fields for Interest-Only Loans
Interest-only deals no longer display an amortization term where it didn’t apply, avoiding confusing placeholders. This makes funding details easier to interpret at a glance.
Portfolio Insights Reflect Updated Coverage Ratios More Consistently
Coverage ratio values in portfolio-level insights now update more reliably after changes that affected underlying deal calculations. This reduces mismatches between deal-level values and portfolio reporting.
Safer Rent Roll Deletion Behavior
Rent roll deletion was moved into a guided action with clearer rules and confirmation, helping prevent accidental removal and unintended downstream impacts. Users are also now prompted to address dependencies before deletion when applicable.