owner and tenant engagement (webinar slides)
TRANSCRIPT
2016 © AppFolio, Inc. Confidential.
Hello!Today’s Presenters:
● Olivia GarciaManager, Customer Success
● Frisco Miranda Engagement Manager
● Panelists: Taelor, Morgan & Lauren
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Time: Approximately 1 hour
Webinar is being recorded
Follow-up Email: Link to recording and slides within 48 hours
Details
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Ask Questions!
Type questions in the Chat box
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AgendaTenant Engagement Owner Engagement AppFolio
Events
• Sending emails
• Sharing documents
• Online portal
• Additional resources
• Sharing documents
• Owner &Vendor eCheck
• Owner portal
• Additional resources
• Meet-Ups• Annual Customer
Conference
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Tenant Engageme
nt
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Sending Emails to Tenants
To One Tenant
To All Tenants in a Unit
To All Tenants in a Property
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Sending Emails Demo
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• Maintenance
• Late rent reminders
• Time sensitive notices
Click to Text
Text For:
Texting Tenants
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Texting Tenants Demo
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Polling Question #1
How many times per month do you share documentation with tenants?
A. NeverB. 1 - 3C. 4 - 6D. 7+
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Sharing Documents with Tenants
• Share documents to the tenant’s portal
• Access without requesting documents
• Email notifications
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Sharing Documents
Demo
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Online Portal• Current & upcoming
charges
• Pay rent & other charges
• Submit maintenance requests
• View shared documents
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Online Portal Demo
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Help Resource for Tenants
• Video Overview• FAQ’s• Decrease time spent answering
questions
www.appfolio.com/help/online-portal-overview
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Owner Engagemen
t
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Sharing Documents with Owners
Documents Tab in Owner
Portal
Owner Page in AppFolio
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Sharing Documents
Demo
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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.
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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.
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Set Up eCheck RecipientsOn recipient’s page:
• Set address
• Set check consolidation
• Set ‘Paid By ACH’
• Select automatic receipt email
option
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Owner & Vendor eCheck
Identify eCheck:• ACH• Confirmation # • View eCheck Payment
Receipt
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Owner &Vendor eCheckDemo
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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
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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
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Owner ContributionsTwo payment options:• eCheck - $5 convenience fee
• Credit/ Debit - 2.9% convenience fee
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Manage Owner Packets• Click Manage Owner Packets to download or remove published
packets
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Owner PortalDemo
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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
2016 © AppFolio, Inc. Confidential.
Help Resource for Owners
www.appfolio.com/help/owner-portal-overview
• Video Overview• FAQs• Decrease time spent
answering questions
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AppFolioEvents
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Meet-UpsJoin Us For Lunch- 60 in 2016
Half-Day Customer Events- 7 in 2016
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Customer Conference4th Annual AppFolio Customer Conference! Sept 19th – 21st
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Find Event Information
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Closing
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SummaryTenant Engagement Owner Engagement AppFolio
Events
• Sending emails
• Sharing documents
• Online portal
• Additional resources
• Sharing documents
• Owner &Vendor eCheck
• Owner portal
• Additional resources
• Meet-Ups• Annual Customer
Conference
2016 © AppFolio, Inc. Confidential.
Questions?
Please submit a support request through the Help Center!
Thanks!