Summary
This release brings a major upgrade to lead management with a new Lead Kanban board for working your pipeline stage-by-stage, plus new tenant-facing financial documents — a downloadable Account Statement and stored payment and refund receipts. We also added safeguards when resuming a paused delinquency cycle, gave tenants the option to schedule their own move-outs, and introduced a full ECRI history log. Several bug fixes went live as well. Check out the details below:
Highlights
★Lead Kanban Board (New): Work your leads visually with a new Kanban view — drag leads between stages and rename stages to match your process.
★Account Statement (New): Download or email tenants a complete chronological ledger of their account activity with a running balance.
★Tenant Receipts (New): Payment and refund receipts are now automatically generated, stored, and available to share from both Monument and the Tenant Portal.
Unpause Delinquency Review (New): When resuming a paused delinquency cycle, review every pending action and select or waive each one before it fires.
★Tenant Move-Out Scheduling (New): Choose whether tenants can schedule their own move-outs from the Tenant Portal.
Note: ★ Indicates a feature driven by customer feedback.
New Features and Enhancements
Leads
Lead Kanban Board and Stage Management (New): The Leads page now works as a pipeline workspace.
Toggle to a Kanban view to work leads stage-by-stage.
Drag and drop leads between stages.
Rename lead stages per portfolio in Portfolio Settings.
For more information, check out the Guide here.
Lead Conversion Improvements: Monument now tracks which channel each lead came in through, and returning leads are automatically brought back to exactly where they left off in the rental flow.
Billing & Payments
Account Statement (New): A downloadable, chronological ledger of all financial activity on a tenant account, with a running balance, available from the Billing History tab.
Download as a PDF or email it directly to the tenant.
Covers active accounts, auction settlement, and move-out confirmation.
For more information, check out the Guide here.
Tenant Receipts (New): Payment and refund receipts are now generated and stored automatically.
Shown in both Monument and the Tenant Portal Billing History.
Email or download any receipt.
For more information, check out the Guide here.
Delinquencies
Unpause Delinquency Review (New): When resuming a paused tenant's delinquency cycle, you now see every action that would fire from the pause period and can review, select, or waive each one before confirming — preventing contradictory notices such as a simultaneous overlock and auction.
For more information, check out the Guide here.
Automatic Access Restoration: Unit access is now automatically re-evaluated and unblocked when a delinquent tenant pays their past-due balance.
Move Outs
Tenant Move-Out Scheduling (New): A new portfolio setting controls whether tenants can schedule their own move-outs from the Tenant Portal. When turned off, tenants are prompted to call the facility instead.
Existing Customer Rent Increase (ECRI)
ECRI History Log (New): A new rent-increase history log with an on-screen table and the ability to download the full history.
For more information, check out the Guide here.
Bug Fixes
Delinquencies
Fixed an issue where the delinquent-balance email variable showed a tenant's full outstanding balance instead of only the past-due portion on notices.
Fixed an issue where the Delinquencies table did not surface all Overdue-stage tenants.
Fixed an issue where a tenant's last-outreach date was updated across all of a unit's delinquencies instead of only the intended one.
Leads
Fixed an issue where editing a lead after its lease had been sent incorrectly required lease template edit permission instead of Leads > Edit.
Billing & Payments
Fixed an issue in the tenant transfer flow where tax was baked into displayed fee amounts and where "required at move-in" fees were incorrectly offered.
Existing Customer Rent Increase (ECRI)
Fixed an issue where updating ECRI Rules could fail with an organization-access error, with clearer error messaging added.
Move Outs
Fixed an issue where the "Cancel Move Out" button did not appear for move-outs scheduled for today or in the past.
Access Management
Improved validation and error messaging for gate access integrations, including clearer errors for invalid gate IDs and access codes that are too short.
Tenants and Units
Fixed an issue where unit dimensions displayed inconsistently across screens, such as the site map versus the tenant/unit card.
Technical Improvements
★Added a sortable Move Out Date column to the Units page.
★Added a Unit Tier filter to the Units page.
★Added a Service Hours Notes field to facility settings.
★Added a kebab menu on the Leads page to download PDF and CSV.
★Added billing cycle and dates to the Manage Promotions modal.
Monument Live Training Series
Monument now offers weekly live training, primarily geared towards novice Monument users. Modules include:
Monument Core
Lead and Tenant Management
Automations
New Features