The document outlines a webinar conducted by AppFolio focused on managing associations, discussing various features and tools for accounting and communication with homeowners. Key topics include nomenclature changes, accounting reports specific to homeowners associations, and features such as board management and homeowner communication through online portals. The session is about 45 minutes long and includes a product demonstration and a Q&A segment.

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Managing Associations In
AppFolio
September 2016

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Audio Check
Select Telephone or Mic & Speakers
• Telephone – Dial phone number,
access code, and audio pin
• Mic & Speakers – Make sure
speakers are on and volume is up

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Ask Questions!
Type your questions in
the Chat box

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Hello!
Jake Schlingman
Training Manager
Ian Silva
Key Account Implementation
Manager
Q&A Panelists: Amber & Grayson
Today’s Presenters:

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Time: Approximately 45 minutes
Webinar is being recorded
Follow-up Email: Link to recording and slides within 48 hours
Details

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Agenda
Speaking the Same Language
Accounting and Reporting
Association Specific Features
Product Demonstration

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Speaking the
Same Language

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“I know all those words, but that sentence makes
no sense to me.” - Matt Groenig
Multiple nomenclature changes to avoid confusion
both internally and externally!
Examples:
o Properties → “Associations”
o Tenants → “Homeowners”
o Rent → “Dues”
o Tenant Ledger → “Account Ledger”

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Accounting &
Reporting
HOA Management

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• Dues Income Key GL Account
• Association Specific Reports:
• Dues Roll
• Homeowner Delinquency
• Homeowner Directory
Accounting & Reporting

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Accounting & Reporting
● Non-Monthly Recurring Charges - Enable in ‘Accounting Settings’

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Association
Features
Making your life easier
and saving you time!

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Board of Directors
• Designate which Homeowners are on the Board
• Record role within the Board
• Share documents with Board members only
• Email board members only

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Homeowner Communication
• Bulk Email
• Bulk Texting
• Association Letters

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Online Portal for Homeowners
• One portal for all of
homeowners’ units or
properties
• Pay assoc. fees online
• View Account Ledger
• View and download
shared documents

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Coming Soon...
• Send financial reports to Board Members through Online
Portals
• Designate property as Rented vs. Homeowner Occupied

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Demo

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Thanks!
Questions?
Please submit a support request
through the Help Center!