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Page 1: AppFolio Student Housing (Customer Webinar)

1 2015 © AppFolio, Inc. Confidential.

Webinar Will Begin in 5 Minutes

5

For AudioPlease Dial Into the Conference Call

Or, Use Your Computer Speakers

Page 2: AppFolio Student Housing (Customer Webinar)

2 2015 © AppFolio, Inc. Confidential.

Webinar Will Begin in 4 Minutes

4

For AudioPlease Dial Into the Conference Call

Or, Use Your Computer Speakers

Page 3: AppFolio Student Housing (Customer Webinar)

3 2015 © AppFolio, Inc. Confidential.

Webinar Will Begin in 3 Minutes

3

For AudioPlease Dial Into the Conference Call

Or, Use Your Computer Speakers

Page 4: AppFolio Student Housing (Customer Webinar)

4 2015 © AppFolio, Inc. Confidential.

Webinar Will Begin in 2 Minutes

2

For AudioPlease Dial Into the Conference Call

Or, Use Your Computer Speakers

Page 5: AppFolio Student Housing (Customer Webinar)

5 2015 © AppFolio, Inc. Confidential.

Webinar Will Begin in 1 Minute

1

For AudioPlease Dial Into the Conference Call

Or, Use Your Computer Speakers

Page 6: AppFolio Student Housing (Customer Webinar)

6 2015 © AppFolio, Inc. Confidential.

AppFolio Student HousingJuly, 2015

Page 7: AppFolio Student Housing (Customer Webinar)

7 2015 © AppFolio, Inc. Confidential.

Presentation Details

Team: Katie Rudolph, Emma Medjuck, Todd Smith

Duration: ~1 Hour

Recording: Webinar is Recorded, You will Receive Link

Follow-Up: Email will be Sent within 48 Hours

Page 8: AppFolio Student Housing (Customer Webinar)

8 2015 © AppFolio, Inc. Confidential.

Agenda• Marketing Campaigns

• Holding Deposits

• Tenant Portal (Online SD, Co-Signers)

• Application Customization

• By the Bed Leasing

• Student Housing Property Page

• Inspections & Service Requests

Page 9: AppFolio Student Housing (Customer Webinar)

9 2015 © AppFolio, Inc. Confidential.

Ask Questions….Please :-)

Send Your Questions in the

“Questions” Pane of the GoToWebinar Panel on the Right

Side of the Desktop

Page 10: AppFolio Student Housing (Customer Webinar)

10 2015 © AppFolio, Inc. Confidential.

FAQ’s

Is this being recorded, can I access this information later?

• Yes. It is being recorded and you will receive a follow-up email with a link to the recording and presentation within two days

• You can also access information in the online Help Resource Center

Page 11: AppFolio Student Housing (Customer Webinar)

11 2015 © AppFolio, Inc. Confidential.

Polling Feedback

What Student Housing Related Features are You Currently Using? (Select All That Apply)

• Designating Properties as Student Housing

• Customizing Applications and / or Leases

• Using Unit Types & Marketing Campaigns

• Taking Holding Deposits

• Creating By the Bed Units & Leasing By the Bed

Page 12: AppFolio Student Housing (Customer Webinar)

12 2015 © AppFolio, Inc. Confidential.

Features Discussion

Page 13: AppFolio Student Housing (Customer Webinar)

13 2015 © AppFolio, Inc. Confidential.

Application Customization• Easily customize your

AppFolio online application to include questions related to student housing

Page 14: AppFolio Student Housing (Customer Webinar)

14 2015 © AppFolio, Inc. Confidential.

Lease Customization• It is best practice to

create a Bed-specific lease template before beginning any move-ins for Beds

• Leases are sent and signed separately for each bed in a By the Bed unit

• New Bed field

Page 15: AppFolio Student Housing (Customer Webinar)

15 2015 © AppFolio, Inc. Confidential.

Letters Customization• Create Bed-specific letter

templates as desired

Page 16: AppFolio Student Housing (Customer Webinar)

16 2015 © AppFolio, Inc. Confidential.

Student Housing = By the Bed Leasing• Easily manage your

student housing when renting by the bed

• Designate a property as Student-Housing, and property, unit, and Bed pages will display information relevant for managing this property type

• Beds can be advertised and leased as individual rentable spaces within By the Bed units

Page 17: AppFolio Student Housing (Customer Webinar)

17 2015 © AppFolio, Inc. Confidential.

Student Housing Property/Unit/Tenant Pages• Updated Units list

block

• Beds are displayed as individual line items along with the Bed name

• Supports Unit Common Charge

• Bed pages acts the same as the Unit page on a conventional property

Page 18: AppFolio Student Housing (Customer Webinar)

18 2015 © AppFolio, Inc. Confidential.

Marketing Campaigns• Easily market a specific

bed

• Quickly create, post, and edit campaigns

• Works with Unit Types Feature

• Can Include Campaign Specific Details

• Guest Card and Application Integration

• Run Multiple Campaigns Simultaneously

Page 19: AppFolio Student Housing (Customer Webinar)

19 2015 © AppFolio, Inc. Confidential.

Holding Deposits• Easily charge future

tenants for a holding deposit, even before you know the specific unit

• Charge any tenant that has an application in AppFolio

• Status for the applicant will be changed to converting

• Can now add charges, credits, and receipts for this future tenant

Page 20: AppFolio Student Housing (Customer Webinar)

20 2015 © AppFolio, Inc. Confidential.

Tenant Portal• Enables online

collections of Security Deposit and Rent

• Easily setup Auto Pay

• Co-Signers may be enabled to make payments as well

• One of the biggest possible improvements for Property Management businesses

Page 21: AppFolio Student Housing (Customer Webinar)

21 2015 © AppFolio, Inc. Confidential.

Inspections & Service Requests• Use Inspections and

Service Requests to track and manage student maintenance needs

• Created and managed at the bed level

Page 22: AppFolio Student Housing (Customer Webinar)

22 2015 © AppFolio, Inc. Confidential.

Unit Options for Student Housing Property Type

Conventional Unit

All Details on Unit Page

Marketing Info on Unit Page

Advertise Specific Unit

Lease Specific Unit

Unit Level Activities, Inspections, Service Req.

Unit: 1

2b/2b

1,000 sq/ft

$2,000 unit

Unit: 2

2b/2b

1,000 sq/ft

$2,000 unit

Conventional Unit w/Unit Type

All Details on Unit Type Page

Marketing Info on Unit Type Page

Advertise All Units of the Type with Campaigns

Lease Any Open Unit of the Type

Unit Level Activities, Inspections, Service Req.

By the Bed Unit

All Details on Bed Page

Marketing Info on Bed Page

Advertise Specific Beds

Lease Specific Beds

Bed Level Activities, Inspections, Service Req.

Unit: 3

2b/2b - 4 bd

1,000 sq/ft

$500 bed

Unit: 4

2b/2b - 4 bd

1,000 sq/ft

$500 bed

By the Bed Unit w/Unit Type

All Details on Unit Type Page

Marketing Info on Unit Type Page

Advertise All Beds of the Type with Campaigns

Lease Any Open Bed of the Type

Bed Level Activities, Inspections, Service Req.

Page 23: AppFolio Student Housing (Customer Webinar)

23 2015 © AppFolio, Inc. Confidential.

Student Housing Functional Flow

Create Student Housing Property

Create Unit Types

Create By The Bed

Units

Customize App, Leases,

Letters

Setup

Use

Market Units –

Campaigns or Specific

Units

Take or Enter

Application

Charge Holding Deposit, Send T Portal Email

Conduct Screening

Convert to Tenant, Send

Lease, Complete Move In

Ongoing Mgt. –

Activities, Inspections,

Service Reqs.

Create Beds

Page 24: AppFolio Student Housing (Customer Webinar)

24 2015 © AppFolio, Inc. Confidential.

Demo

Page 25: AppFolio Student Housing (Customer Webinar)

25 2015 © AppFolio, Inc. Confidential.

Summary

Page 26: AppFolio Student Housing (Customer Webinar)

26 2015 © AppFolio, Inc. Confidential.

Tips for Success• Fill in / build out all details possible on the Unit Type to have the most

comprehensive listing possible when a Campaign is published online – Marketing description, unit details, photos

• Use a specific title in the Campaign to help you identify what is unique about it – Fall promotion, rent for 12 months and get a discount, etc.

Page 27: AppFolio Student Housing (Customer Webinar)

27 2015 © AppFolio, Inc. Confidential.

Summary• Marketing Campaigns

• Holding Deposits

• Tenant Portal Use (Online SD, Co-Signers)

• Application Customization

• Lease Customization

• By the Bed Leasing

• Student Housing Property Page

• Inspections & Service Requests

Page 28: AppFolio Student Housing (Customer Webinar)

28 2015 © AppFolio, Inc. Confidential.

More InfoHelp & Training Link

Top Right of Page

1. Access Help

2. Visit Forums

3. Submit Support Request

4. Make a Suggestion

Page 29: AppFolio Student Housing (Customer Webinar)

29 2015 © AppFolio, Inc. Confidential.

AppFolio’s 3rd Annual Conference

www.AppFolio.com/conference

Page 30: AppFolio Student Housing (Customer Webinar)

30 2015 © AppFolio, Inc. Confidential.

It’s a Great Time to be In Property Management

We Look Forward to Working With You to Achieve Success

Page 31: AppFolio Student Housing (Customer Webinar)

31 2015 © AppFolio, Inc. Confidential.

Thank You