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2018 © AppFolio, Inc.
2018 © AppFolio, Inc.
Set Your Associations on Autopilot
Justin Davis
Product Manager, AppFolio
2018 © AppFolio, Inc.
2018 © AppFolio, Inc.
• User-friendly
• Online dues payments
• Instant mobile access to your data
• Reliable accounting
• Easy to learn & use
• World-class support
• Modern communication tools
• Online maintenance
… So You Run A More Successful Business
Web-Based Association Management Software
@AppFolio #AppFolioChat
AppFolio Property Manager
2018 © AppFolio, Inc.
Hello!
Justin Davis
Product Manager
AppFolio
2018 © AppFolio, Inc.
Today’s Agenda
1. Association Industry Trends
2. Centralize Vital Interactions
3. Excel at Board Customer Service
4. Homeowner Communication
5. Compliance
2018 © AppFolio, Inc.
Let’s Take a Poll!
When did you first hear about AppFolio?
2018 © AppFolio, Inc.
1. Community Association Trends
2018 © AppFolio, Inc.
The number of community associations in the
U.S. grew from 222,500 in 2000 to an
estimated 346,000 in 2017.
2018 © AppFolio, Inc.
21.3% of the U.S. population resides in
community associations.
2018 © AppFolio, Inc.
Value of homes in community association
is approximately $5.5 trillion.
2018 © AppFolio, Inc.
30-40% of community associations are
self-managed and do not employ a professional
manager or management company.
2018 © AppFolio, Inc.
Let’s Take a Poll!
What’s the most important job you perform for
associations on a daily basis?
2018 © AppFolio, Inc.
2. Centralize Vital Interactions
2018 © AppFolio, Inc.
Homeowner Portal
• Simple portal for managing
important interactions
• Homeowners pay dues online
• View their ledger and
payments history
• Submit maintenance requests
• Submit architectural requests
• View shared documents
2018 © AppFolio, Inc.
Homeowner Portal
2018 © AppFolio, Inc.
Get putting these
in a device
image
Board Portal
• Enhanced version of
homeowner portal
• View board member
packets
• View board approvals
(more to come)
• Setup automatic payments
ACH or Credit Card
2018 © AppFolio, Inc.
3. How to Excel at Board Customer Service
2018 © AppFolio, Inc.
Board of Directors Feature
• Add homeowner to board
• Define Roles
• Email Board members
• Communications are
tracked to the homeowner’s
page
2018 © AppFolio, Inc.
Monthly Reporting
2018 © AppFolio, Inc.
Board Member Approvals
• Create items for approval
• Email notification to board of new approval
• Board comments thread and voting in
portal
• Notifications to PM of board actions
• Attach documents to Approvals
2018 © AppFolio, Inc.
Let’s Take a Poll!
What’s the most time consuming part of managing your
community associations?
2018 © AppFolio, Inc.
4. Homeowner Communication
2018 © AppFolio, Inc.
Homeowner Statements
2018 © AppFolio, Inc.
Homeowner & Renter Communication
• Send bulk emails directly from AppFolio
• Track emails sent on Homeowner page
• Send text messages directly from
AppFolio
• Send bulk texts to an entire association
• Include your Homeowners’ tenants on
communications
2018 © AppFolio, Inc.
Homeowner Lease/Renter Management
• Track key data for reporting on renter
occupancy
• Record lease dates
• Record the birthdates of renters for easy
reporting
• Renter directory report for quick visibility
2018 © AppFolio, Inc.
5. Compliance
2018 © AppFolio, Inc.
Architectural Committees & Reviews
2018 © AppFolio, Inc.
Violation Tracking
2018 © AppFolio, Inc.
Recap
• Industry Trends
• Centralize Vital Interactions
• Excel at Board Customer Service
• Homeowner Communication
• Compliance
2018 © AppFolio, Inc.
Thanks
Questions or
Comments?
Justin Davis
Tweet:
@AppFolio
#AppFolioChat

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Set Your Associations on Autopilot

  • 2. 2018 © AppFolio, Inc. Set Your Associations on Autopilot Justin Davis Product Manager, AppFolio
  • 4. 2018 © AppFolio, Inc. • User-friendly • Online dues payments • Instant mobile access to your data • Reliable accounting • Easy to learn & use • World-class support • Modern communication tools • Online maintenance … So You Run A More Successful Business Web-Based Association Management Software @AppFolio #AppFolioChat AppFolio Property Manager
  • 5. 2018 © AppFolio, Inc. Hello! Justin Davis Product Manager AppFolio
  • 6. 2018 © AppFolio, Inc. Today’s Agenda 1. Association Industry Trends 2. Centralize Vital Interactions 3. Excel at Board Customer Service 4. Homeowner Communication 5. Compliance
  • 7. 2018 © AppFolio, Inc. Let’s Take a Poll! When did you first hear about AppFolio?
  • 8. 2018 © AppFolio, Inc. 1. Community Association Trends
  • 9. 2018 © AppFolio, Inc. The number of community associations in the U.S. grew from 222,500 in 2000 to an estimated 346,000 in 2017.
  • 10. 2018 © AppFolio, Inc. 21.3% of the U.S. population resides in community associations.
  • 11. 2018 © AppFolio, Inc. Value of homes in community association is approximately $5.5 trillion.
  • 12. 2018 © AppFolio, Inc. 30-40% of community associations are self-managed and do not employ a professional manager or management company.
  • 13. 2018 © AppFolio, Inc. Let’s Take a Poll! What’s the most important job you perform for associations on a daily basis?
  • 14. 2018 © AppFolio, Inc. 2. Centralize Vital Interactions
  • 15. 2018 © AppFolio, Inc. Homeowner Portal • Simple portal for managing important interactions • Homeowners pay dues online • View their ledger and payments history • Submit maintenance requests • Submit architectural requests • View shared documents
  • 16. 2018 © AppFolio, Inc. Homeowner Portal
  • 17. 2018 © AppFolio, Inc. Get putting these in a device image Board Portal • Enhanced version of homeowner portal • View board member packets • View board approvals (more to come) • Setup automatic payments ACH or Credit Card
  • 18. 2018 © AppFolio, Inc. 3. How to Excel at Board Customer Service
  • 19. 2018 © AppFolio, Inc. Board of Directors Feature • Add homeowner to board • Define Roles • Email Board members • Communications are tracked to the homeowner’s page
  • 20. 2018 © AppFolio, Inc. Monthly Reporting
  • 21. 2018 © AppFolio, Inc. Board Member Approvals • Create items for approval • Email notification to board of new approval • Board comments thread and voting in portal • Notifications to PM of board actions • Attach documents to Approvals
  • 22. 2018 © AppFolio, Inc. Let’s Take a Poll! What’s the most time consuming part of managing your community associations?
  • 23. 2018 © AppFolio, Inc. 4. Homeowner Communication
  • 24. 2018 © AppFolio, Inc. Homeowner Statements
  • 25. 2018 © AppFolio, Inc. Homeowner & Renter Communication • Send bulk emails directly from AppFolio • Track emails sent on Homeowner page • Send text messages directly from AppFolio • Send bulk texts to an entire association • Include your Homeowners’ tenants on communications
  • 26. 2018 © AppFolio, Inc. Homeowner Lease/Renter Management • Track key data for reporting on renter occupancy • Record lease dates • Record the birthdates of renters for easy reporting • Renter directory report for quick visibility
  • 27. 2018 © AppFolio, Inc. 5. Compliance
  • 28. 2018 © AppFolio, Inc. Architectural Committees & Reviews
  • 29. 2018 © AppFolio, Inc. Violation Tracking
  • 30. 2018 © AppFolio, Inc. Recap • Industry Trends • Centralize Vital Interactions • Excel at Board Customer Service • Homeowner Communication • Compliance
  • 31. 2018 © AppFolio, Inc. Thanks Questions or Comments? Justin Davis Tweet: @AppFolio #AppFolioChat