Recorded Webinar: AppFolio Mid-Year Feature Roundup

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AppFolio Midyear RoundupJune, 2015

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Presentation Details

Team: Katie Rudolph, Zak Morgan, Lauren Carr, 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• Activities

• Maintenance

• Portals

• Value Added Services

• Financial Diagnostics

• Mobile Initiative

• Commercial Properties

• Coming Soon

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Ask Questions….Please :-)

Send Your Questions in the

“Questions” Pane of the GoToWebinar Panel on the Right

Side of the Desktop

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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

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The Only Constant is…

…Change

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What’s New with AppFolio?• Keep Your Eye on

the What’s New notice menu

• Orange Circle with a Number means Updates

• Please Review :-)

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Agile Software Development• Software Industry

Leaders in Agile

• Enables Faster Releases

• Ability to be More Responsive

• Start with MVP and Expand with Input

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Balancing Features & Functionality

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Product Suggestion Board• Contribute Directly

to Product Roadmap

• Vote on Existing Ideas

• Add Your Own Ideas

• Keep Up To Date on Ideas

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Activities

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Activities Quick Links• Quick Links to Pre-

Filtered Reports for Upcoming and Overdue Activities

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New Activities Page• Dedicated page for

viewing, editing and updating your Activities

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Activities Report Links• Link straight to the

activity from the Activities Summary report by clicking the linked description in the Activities column

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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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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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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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Portals

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Owner Portal• Change to Password

Login

• Redesigned Interface

• New Owner Contributions

o E-Check

• More Coming

o Credit / Debt Card

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Value Added Services

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Websites• Updated Options

• Responsive Design

• Customizable Templates

• Integrated Tenant and Owner Portals

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Screening• 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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Payments• Multiple Payments

Options

o Tenant Online Payments

o Electronic Cash Payments

• Owner Contributions

o E-Check

• Reduced Clearing Times

• More Coming

o Owner Credit / Debt Card

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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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Maintenance Contact Center• Dedicated Support

Professionals

• Handle Your Calls for You

• 24/7 Availability

• Documented Actions in Your AppFolio Account

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Financial Diagnostics

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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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Mobile Initiative

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Mobile Initiative• Ongoing UI &

Navigation Updates

• Clean Interface

• Constantly Updating New Pages

• Will Enable Full Functionality on Any Device

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Commercial Properties

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New Commercial Unit Page• Updated

Commercial Unit Page Design

• Dedicated to Commercial Property Needs

• Set Commercial Property Type on Property Page

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Demo

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Coming Soon

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Further Payments Updates• Simpler & Easier

Owner and Vendor Payments

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CAM Reconciliation• Completely Built-In

Common Area Maintenance Reconciliation Feature

• Completely Rethinking Possibilities

• Easy to Set Up and Use

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Student Housing / By-The-Bed• Updated

Functionality

• Set Property Type as Student Housing

• Enables Leasing “By-The-Bed”

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Post Inspections to Owner Portal• Add Ability to Post

an Inspection to the Owner Portal

So New There is No Picture Yet :-)

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Tenant Portal• Move to Mobile

Responsive Design

• Enable all Tenant Portal Functions on any Mobile Device

So New There is No Picture Yet :-)

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Summary

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Summary• Activities

• Maintenance

• Portals

• Value Added Services

• Financial Diagnostics

• Mobile Initiative

• Commercial Properties

• Coming Soon

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More InfoHelp & Training Link

Top Right of Page

1. Access Help

2. Visit Forums

3. Submit Support Request

4. Make a Suggestion

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AppFolio’s 3rd Annual Conference

www.AppFolio.com/conference

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It’s a Great Time to be In Property Management

We Look Forward to Working With You to Achieve Success

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Thank You