Making the Most of AppFolio

1 2015 © AppFolio, Inc. Confidential.

Making the Most of AppFolio

September, 2015


Presentation Details

Team: Katie Rudolph, Todd Smith

Duration: ~1 Hour

Recording: Webinar is Recorded, You will Receive Link

Follow-Up: Email will be Sent within 48 Hours


AgendaGeneral Use Go Mobile, Dashboard, Activities, Websites

Leasing Applications, Screening, Leases, Insurance Services, Hold Deposits

People Texting, Change Owners, Owner Contributions

Accounting Tenant Payments, Sync Transactions, Financial Diagnostics

Maintenance Inspections Template, Time & Materials Billing, Contact Center

Coming Soon Vacancies, Owner Doc Sharing, Owner/Vendor ACH, Communications, Reporting



Use


Go Mobile!• Ongoing UI &

Navigation Updates• Clean Interface• Constantly Updating

New Pages• Will Support Full

Functionality on Any Device


Dashboard• New Statistics page• More visual & intuitive

design• Can customize

arrangement of sections

• More visibility in to key metrics

• Online payments and leasing widgets


Manage Activities• Quick Links to Pre-

Filtered Reports • Dedicated page for

viewing, editing and updating

• Link straight to the activity from the Activities Summary report


Professional Websites• Updated Options• Responsive Design• Customizable

Templates• Integrated Tenant and

Owner Portals


Leasing


RentMatch: Find the Sweet Spot• Use RentMatch

Feature• Depends on Location• Ideal for Finding Best

Rental Rate• Share with Owners


Guest Cards for Everyone!• Enter Everyone as a

Guest Card• Enables Activity

Tracking & Reporting• Integrates Easily into

Applications• Lead Source & Owner

Reporting


Online Applications• Customizable Text• Add Own Questions• Require Application

Payment• Fully Responsive

COMPUTER OR PAPER MOBILE

DEVICE58%

Stop Paper Pushing!


Screening: Identify Best Possible Residents• Completely Built-In

AppFolio• Simple Click of the

Link• Runs in Seconds• Easy to Read• Enhancements

Coming • Backed by Dedicated

Consumer Relations Team


Online Leases• Fully Customizable• Create Unlimited

Lease and Addendum Templates

• Integrated Merge Fields

• Legal Digital Signature

Stop Paper Pushing!


Insurance• Growing Trend in

Industry• Integrated Into Move

In Process• Provides Protection to

Everyone – Owner, PM, Tenant

• Great Distinguishing Option for Owners


Hold Deposits• Easily charge future

tenants for a holding deposit

• Does not require specific unit

• Ideal for large multi-family and student housing

• Tenant prompted to create tenant portal login to make payment


People


Texting• Built-In Tenant Texting• Be sure to have

mobile numbers identified for all tenants

• Send up to 250 characters


Change Owners• Quickly and Easily

Transfer / Adjust Ownership

• Best Way to Change Ownership on a Property


Owner Contributions• Property owners can

transfer funds to property managers

• E-Check or Credit Card via Owner Portal


Accounting


Residents Pay Electronically. The Software Does Your Accounting!

Electronic Payments

CREDIT CARD

E-CHECK

ELECTRONIC CASH


A February 2014 study by TD Bank found that 88% of 18–34 year-olds used online banking to pay bills, among other uses.

AppFolio users that promote online payments see over 70% paying mobile.

OFFERING ONLINE APPLICATIONS AND RENT PAYMENT IS A MUST.

Tenants use smartphones to pay their bills


Payments• Multiple Payments

Options• Tenant Online

Payments• Electronic Cash

Payments• Owner Contributions• E-Check• Next Business Day

Deposits• Owner Credit / Debt

Card


Online Payment Options• If setup, tenants can

also make rent and other payments online

• Setup enables electronic check method of payment or Credit Card

• Initial online payment activation takes about two weeks

• E-check is free to tenants


Online Payments: E-Check• No more paper

checks! • Electronic funds

transfer from resident’s checking account

• Paper checks typically cost your company $2 each to process

• So easy and free = amazing tenant use

• Saves you time and residents will love the convenience


Click “Make a Payment” in Portal Select E-Check Option

Enter Payment Details

Enter Account Info

Verify DetailsReceive Confirmation


Online Payments: Credit / Debit Cards• Residents can use a

credit/debit card through their online tenant portal

• Easy and Secure• Free to the PM,

resident pays an online portal fee

• Resident pays based on the amount of their payment

$.01 - $900 = $17

$900.01 - $1250 = $27

$1250.01 - $3000 = $37


Click “Make a Payment” in Portal Select Credit / Debit Card Option

Enter Payment Details Enter Card InfoVerify Details

Receive Confirmation


A Thought to Consider….Re-Imagine Rent Week….


Bank Rec in a Click: Sync Transactions• Simple task on Bank

Reconciliation page• One time setup

process to connect to your bank

• Deposit matching by amount and date to within 3 days

• Check matching on amount and check number


OFX / QIF Import• Always an option• Download bank

statement in OFX or QIF format

• Import into bank reconciliation screen

• A slight bit more manual, but reconciliation still automatic and fast


Financial Diagnostics Page• New Page in

Accounting• Permission Based

Access

• Dedicated to Helping Identify Financial Discrepancies

• Organized Into Sections

• Searchable by property, property group, portfolio, or owner


Maintenance


Assign Work Order to Internal User• New Section on Work

Order• Enables Assigning the

Work Order to an Internal User

• Please Note: Currently No Work Order Assignment Notification


Time & Materials Tracking• Ability to Track

“Quantities” of Items• Great for Tracking

Time in Segments • Great for Tracking

Materials as Individual Items


Create Work Order from Inspections• Automatically Create a

Work Order for Flagged Items

• Select Items to Include in Work Order

• View Work Order from Inspection at Later Date

• All work orders created from the same inspection will be contained within the same service request


Sharing Inspections with Owners• Ability to post an

inspection to the owner portal for owner review

• Currently only able to post, not delete

• List ordered by publish date

• Displays as a webpage


Print Inspections• Ability to Print an

Inspection• Print Inspection to

Immediately Print a Hard Copy or PDF file

• Includes Images added to Items


Maintenance Contact CenterFully integrated service with professionally trained AppFolio in-house agents:

• Handle your maintenance calls & online work orders

• Act as an extension of your team

• 24 / 7 / 365 – in English and Spanish

• Everything documented in your AppFolio account

• No setup costs – choose from local or toll free #

• $1 per unit/per month, min of $200/mo

• Dedicated team to have you up and running in days

• You set property or portfolio-specific instructions


MCC BenefitsProperty Managers Owners Tenants

Cost effective!

Easy to track/manage/audit calls and online works orders

Eliminates stress & get a good night's sleep

Less time spent on taking calls; more time spent on what's important to your business

Rest assured that maintenance issues in your property are handled!

Reduces risk of costly damages that can occur in an emergency

Get access to a live service, 24/7/365 for maintenance calls and online work orders

Maintenance is handled in a timely fashion

Fast response, no matter the level of emergency


Coming Soon


Enhanced Vacancies Posting


Owner Document Sharing


Improved Owner / Vendor ACH Payment


Expanded Communications


Enhanced Reporting


Conference



Welcome to Santa Barbara!



Summary


More InfoHelp & Training Link Top Right of Page

1. Access Help

2. Visit Forums

3. Submit Support Request

4. Make a Suggestion


Summary


Action Checklist

Action Who When

Review options for increased utilization You Today ☐

Decide on items to focus on You Tomorrow ☐

Establish a lead person to make it happen You Thursday ☐

Establish due dates to implement You Friday ☐

Start actions to increase utilization All Monday ☐


Thank You

Real Estate

Making the Most of AppFolio