2016 © AppFolio, Inc. Confidential.

2016 © AppFolio, Inc. Confidential.

Managing Associations In AppFolioSeptember 2016

©2016 AppFolio, Inc. | Confidential

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

2016 © AppFolio, Inc. Confidential.

Ask Questions!

Type your questions in the Chat box

2016 © AppFolio, Inc. Confidential.

Hello!Jake SchlingmanTraining Manager

Ian SilvaKey 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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AgendaSpeaking 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”

2016 © AppFolio, Inc. Confidential.

2016 © AppFolio, Inc. Confidential.

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 easierand 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!