Owner And Tenant Engagement (webinar slides)
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Watch this one hour overview on how to engage with owners and tenants. Learn about the owner and tenant online portals, and new or improved ways to engage and communicate with your owners and tenants through AppFolio.
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Owner And Tenant Engagement (webinar slides)
- 1. 2016 © AppFolio, Inc. Confidential. Hello! Today’s Presenters: ● Olivia Garcia Manager, Customer Success ● Frisco Miranda Engagement Manager ● Panelists: Taelor, Morgan & Lauren
- 2. 2016 © AppFolio, Inc. Confidential. Time: Approximately 1 hour Webinar is being recorded Follow-up Email: Link to recording and slides within 48 hours Details
- 3. 2016 © AppFolio, Inc. Confidential. Ask Questions! Type questions in the Chat box
- 4. 2016 © AppFolio, Inc. Confidential. Agenda Tenant Engagement Owner Engagement AppFolio Events • Sending emails • Sharing documents • Online portal • Additional resources • Sharing documents • Owner &Vendor eCheck • Owner portal • Additional resources • Meet-Ups • Annual Customer Conference
- 5. 2016 © AppFolio, Inc. Confidential. Tenant Engagement
- 6. 2016 © AppFolio, Inc. Confidential. Sending Emails to Tenants To One Tenant To All Tenants in a Unit To All Tenants in a Property
- 7. 2016 © AppFolio, Inc. Confidential. Sending Emails Demo
- 8. 2016 © AppFolio, Inc. Confidential. • Maintenance • Late rent reminders • Time sensitive notices Click to Text Text For: Texting Tenants
- 9. 2016 © AppFolio, Inc. Confidential. Texting Tenants Demo
- 10. 2016 © AppFolio, Inc. Confidential. Polling Question #1 How many times per month do you share documentation with tenants? A. Never B. 1 - 3 C. 4 - 6 D. 7+
- 11. 2016 © AppFolio, Inc. Confidential. Sharing Documents with Tenants • Share documents to the tenant’s portal • Access without requesting documents • Email notifications
- 12. 2016 © AppFolio, Inc. Confidential. Sharing Documents Demo
- 13. 2016 © AppFolio, Inc. Confidential. Online Portal • Current & upcoming charges • Pay rent & other charges • Submit maintenance requests • View shared documents
- 14. 2016 © AppFolio, Inc. Confidential. Online Portal Demo
- 15. 2016 © AppFolio, Inc. Confidential. Help Resource for Tenants • Video Overview • FAQ’s • Decrease time spent answering questions www.appfolio.com/help/online-portal-overview
- 16. 2016 © AppFolio, Inc. Confidential. Owner Engagement
- 17. 2016 © AppFolio, Inc. Confidential. Sharing Documents with Owners Documents Tab in Owner Portal Owner Page in AppFolio
- 18. 2016 © AppFolio, Inc. Confidential. Sharing Documents Demo
- 19. 2016 © AppFolio, Inc. Confidential. Owner & Vendor eCheck • Secure and Simple - no more NACHA or CSV! • Sign up & set authorized approvers right in AppFolio! • Presidential, accountant and accounts payable users can be set as authorized eCheck approvers. • The Owner & Vendor eCheck feature and current NACHA or CSV files cannot be simultaneously activated or used.
- 20. 2016 © AppFolio, Inc. Confidential. Owner & Vendor eCheck • Funds are deposited into recipients’ accounts the next business day as long as they are processed before 7:00pm PST. • Two -factor authentication is required to send eCheck payments - extremely secure!! • Only $.50 per eCheck payment - billed monthly. Fees for rejected payments are refunded.
- 21. 2016 © AppFolio, Inc. Confidential. Set Up eCheck Recipients On recipient’s page: • Set address • Set check consolidation • Set ‘Paid By ACH’ • Select automatic receipt email option
- 22. 2016 © AppFolio, Inc. Confidential. Owner & Vendor eCheck Identify eCheck: • ACH • Confirmation # • View eCheck Payment Receipt
- 23. 2016 © AppFolio, Inc. Confidential. Owner &Vendor eCheck Demo
- 24. 2016 © AppFolio, Inc. Confidential. View Owner Portal See what the owner sees! • Statements tab is always visible • Contributions tab only available property’s bank accounts enabled for payments • Inspections & Documents tabs only available if items shared
- 25. 2016 © AppFolio, Inc. Confidential. Owner Statements & Packets • Reporting > Send Owner Packet > filter recipients • Click Email & Print to publish to Owner Portal • Owner Packet will be posted to Statements tab
- 26. 2016 © AppFolio, Inc. Confidential. Owner Contributions Two payment options: • eCheck - $5 convenience fee • Credit/ Debit - 2.9% convenience fee
- 27. 2016 © AppFolio, Inc. Confidential. Manage Owner Packets • Click Manage Owner Packets to download or remove published packets
- 28. 2016 © AppFolio, Inc. Confidential. Owner Portal Demo
- 29. 2016 © AppFolio, Inc. Confidential. Polling Question #2 How often do your owners ask for help with their portals each month? A. Never B. 1 - 3 times C. 4 - 6 times D. 7+ times
- 30. 2016 © AppFolio, Inc. Confidential. Help Resource for Owners www.appfolio.com/help/owner-portal-overview • Video Overview • FAQs • Decrease time spent answering questions
- 31. 2016 © AppFolio, Inc. Confidential. AppFolio Events
- 32. 2016 © AppFolio, Inc. Confidential. Meet-Ups Join Us For Lunch - 60 in 2016 Half-Day Customer Events - 7 in 2016
- 33. 2016 © AppFolio, Inc. Confidential. Customer Conference 4th Annual AppFolio Customer Conference! Sept 19th – 21st
- 34. 2016 © AppFolio, Inc. Confidential. Find Event Information
- 35. 2016 © AppFolio, Inc. Confidential. Closing
- 36. 2016 © AppFolio, Inc. Confidential. Summary Tenant Engagement Owner Engagement AppFolio Events • Sending emails • Sharing documents • Online portal • Additional resources • Sharing documents • Owner &Vendor eCheck • Owner portal • Additional resources • Meet-Ups • Annual Customer Conference
- 37. 2016 © AppFolio, Inc. Confidential. Questions? Please submit a support request through the Help Center! Thanks!