The document provides an overview of an AppFolio webinar aimed at enhancing user experience with its property management software, covering various features such as mobile access, customizable websites, online applications, and electronic payments. Key topics include improvements in dashboard visuals, maintenance tracking, and a dedicated maintenance contact center for 24/7 support. Action items are suggested for attendees to increase utilization of the platform's features effectively.

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Making the Most of AppFolio
September, 2015

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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

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Agenda
General 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

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Use

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Go Mobile!
• Ongoing UI & Navigation
Updates
• Clean Interface
• Constantly Updating New
Pages
• Will Support Full
Functionality on Any
Device

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Dashboard
• New Statistics page
• More visual & intuitive
design
• Can customize
arrangement of sections
• More visibility in to key
metrics
• Online payments and
leasing widgets

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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

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Professional Websites
• Updated Options
• Responsive Design
• Customizable Templates
• Integrated Tenant and
Owner Portals

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Leasing

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RentMatch: Find the Sweet Spot
• Use RentMatch Feature
• Depends on Location
• Ideal for Finding Best
Rental Rate
• Share with Owners

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Guest Cards for Everyone!
• Enter Everyone as a
Guest Card
• Enables Activity Tracking
& Reporting
• Integrates Easily into
Applications
• Lead Source & Owner
Reporting

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Online Applications
• Customizable Text
• Add Own Questions
• Require Application
Payment
• Fully Responsive
COMPUTER
OR PAPER
MOBILE
DEVICE
58%
Stop Paper
Pushing!

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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

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Online Leases
• Fully Customizable
• Create Unlimited Lease
and Addendum
Templates
• Integrated Merge Fields
• Legal Digital Signature
Stop Paper
Pushing!

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Insurance
• Growing Trend in Industry
• Integrated Into Move In
Process
• Provides Protection to
Everyone – Owner, PM,
Tenant
• Great Distinguishing
Option for Owners

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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

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People

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Texting
• Built-In Tenant Texting
• Be sure to have mobile
numbers identified for all
tenants
• Send up to 250
characters

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Change Owners
• Quickly and Easily
Transfer / Adjust
Ownership
• Best Way to Change
Ownership on a Property

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Owner Contributions
• Property owners can
transfer funds to property
managers
• E-Check or Credit Card
via Owner Portal

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Accounting

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Residents Pay Electronically.
The Software DoesYourAccounting!
Electronic Payments
CREDIT
CARD
E-CHECK
ELECTRONIC
CASH

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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

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Payments
• Multiple Payments
Options
• Tenant Online Payments
• Electronic Cash
Payments
• Owner Contributions
• E-Check
• Next Business Day
Deposits
• Owner Credit / Debt Card

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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

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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

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Click “Make a Payment” in Portal Select E-Check Option
Enter Payment Details
Enter Account Info
Verify Details
Receive Confirmation

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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

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Click “Make a Payment” in Portal Select Credit / Debit Card Option
Enter Payment Details Enter Card Info
Verify Details
Receive Confirmation

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

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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

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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

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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

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Maintenance

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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

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Time & Materials Tracking
• Ability to Track
“Quantities” of Items
• Great for Tracking Time
in Segments
• Great for Tracking
Materials as Individual
Items

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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

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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

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Print Inspections
• Ability to Print an
Inspection
• Print Inspection to
Immediately Print a Hard
Copy or PDF file
• Includes Images added to
Items

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Maintenance Contact Center
Fully 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

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MCC Benefits
Property 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

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Coming Soon

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Enhanced Vacancies Posting

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Owner Document Sharing

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Improved Owner / Vendor ACH Payment

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Expanded Communications

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Enhanced Reporting

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Conference

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Welcome to Santa Barbara!

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Summary

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More Info
Help & Training Link
Top Right of Page
1. Access Help
2. Visit Forums
3. Submit Support Request
4. Make a Suggestion

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Summary

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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 ☐

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Thank You