owner and tenant engagement (webinar slides)

2016 © AppFolio, Inc. Confidential.

Hello!Today’s Presenters:

● Olivia GarciaManager, Customer Success

● Frisco Miranda Engagement Manager

● Panelists: Taelor, Morgan & Lauren


Time: Approximately 1 hour

Webinar is being recorded

Follow-up Email: Link to recording and slides within 48 hours

Details


Ask Questions!

Type questions in the Chat box


AgendaTenant Engagement Owner Engagement AppFolio

Events

• Sending emails

• Sharing documents

• Online portal

• Additional resources


• Owner &Vendor eCheck

• Owner portal


• Meet-Ups• Annual Customer

Conference


Tenant Engageme

nt


Sending Emails to Tenants

To One Tenant

To All Tenants in a Unit

To All Tenants in a Property


Sending Emails Demo


• Maintenance

• Late rent reminders

• Time sensitive notices

Click to Text

Text For:

Texting Tenants


Texting Tenants Demo


Polling Question #1

How many times per month do you share documentation with tenants?

A. NeverB. 1 - 3C. 4 - 6D. 7+


Sharing Documents with Tenants

• Share documents to the tenant’s portal

• Access without requesting documents

• Email notifications


Sharing Documents

Demo


Online Portal• Current & upcoming

charges

• Pay rent & other charges

• Submit maintenance requests

• View shared documents


Online Portal Demo


Help Resource for Tenants

• Video Overview• FAQ’s• Decrease time spent answering

questions

www.appfolio.com/help/online-portal-overview

http://www.appfolio.com/help/online-portal-overview

http://www.appfolio.com/help/online-portal-overview


Owner Engagemen

t


Sharing Documents with Owners

Documents Tab in Owner

Portal

Owner Page in AppFolio


Sharing Documents

Demo


Owner & Vendor eCheck• Secure and Simple - no more NACHA or CSV!

• Sign up & set authorized approvers right in AppFolio!

• Presidential, accountant and accounts payable users can be set as

authorized eCheck approvers.

• The Owner & Vendor eCheck feature and current NACHA or CSV files

cannot be simultaneously activated or used.


Owner & Vendor eCheck• Funds are deposited into recipients’ accounts the next business day as long as they are

processed before 7:00pm PST.

• Two -factor authentication is required to send eCheck payments - extremely secure!!

• Only $.50 per eCheck payment - billed monthly. Fees for rejected payments are refunded.


Set Up eCheck RecipientsOn recipient’s page:

• Set address

• Set check consolidation

• Set ‘Paid By ACH’

• Select automatic receipt email

option


Owner & Vendor eCheck

Identify eCheck:• ACH• Confirmation # • View eCheck Payment

Receipt


Owner &Vendor eCheckDemo


View Owner PortalSee what the owner sees!

• Statements tab is always visible

• Contributions tab only available property’s bank accounts enabled for payments

• Inspections & Documents tabs only available if items shared


Owner Statements & Packets• Reporting > Send Owner Packet > filter

recipients• Click Email & Print to publish to Owner

Portal• Owner Packet will be posted to Statements

tab


Owner ContributionsTwo payment options:• eCheck - $5 convenience fee

• Credit/ Debit - 2.9% convenience fee


Manage Owner Packets• Click Manage Owner Packets to download or remove published

packets


Owner PortalDemo


Polling Question #2

How often do your owners ask for help with their portals each month?

A. NeverB. 1 - 3 timesC. 4 - 6 timesD. 7+ times


Help Resource for Owners

www.appfolio.com/help/owner-portal-overview

• Video Overview• FAQs• Decrease time spent

answering questions

http://www.appfolio.com/help/owner-portal-overview

http://www.appfolio.com/help/owner-portal-overview


AppFolioEvents


Meet-UpsJoin Us For Lunch- 60 in 2016

Half-Day Customer Events- 7 in 2016


Customer Conference4th Annual AppFolio Customer Conference! Sept 19th – 21st


Find Event Information


Closing


SummaryTenant Engagement Owner Engagement AppFolio

Events

• Sending emails


• Online portal



• Owner &Vendor eCheck

• Owner portal


• Meet-Ups• Annual Customer

Conference


Questions?

Please submit a support request through the Help Center!

Thanks!

owner and tenant engagement (webinar slides)

Technology