The technology you use to run your business-critical processes plays an integral role in your property management company’s ability to adapt to change and stay successful. This webinar talks through some of the pain points that can result from having the wrong solution, why it’s essential to find the best software for your business’s needs, and what to look for when choosing a provider. During the event, we also share some tips for how you can better prepare for onboarding and how AppFolio approaches the implementation process.

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How to choose the
best property
management
software for your
business
Date: July 28, 2022
We’ll get started
soon

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How to choose the
best property
management
software for your
business
Presented by: Michael Vaughn
Date: September 29th, 2022

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As an attendee:
● Please ask questions in the Q&A box during our presentation
● You will not be able to engage with the speaker via audio
● Don’t be shy -- when you submit questions, we will try to answer them as we go through our
presentation or at the end if there is time
And when you log off of the webinar, you’ll be presented with a survey where we’ll ask you a few
questions about what you thought, so please be sure to let us know - we really do thrive on the
feedback we receive!

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Sr. Director, Onboarding
Services
Michael Vaughn
Presenter

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2021 © AppFolio, Inc. Confidential
01
Signs that you may
have outgrown your
software
02
How the right
software can help
you reach your goals
03
What to look for
when choosing a
software partner
6
Today’s Agenda:
04
How to prepare for
onboarding
05
Our approach to
onboarding & service

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Dive deeper in understanding the
when, why and how of changing
your business software
Today’s Goal

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Where are you joining us from
today?

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Signs that you
may have
outgrown your
software
01

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“We needed software that could grow with our
portfolio. Our previous tool didn’t have the
capabilities for the growth path we were on, and it
wasn’t very user-friendly.”
Jenny Stephens
Director, Nebraska Lifestyles Property
Management,

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You’re not
achieving
your goals
You have no
mobility
You have
disorganized
training
processes
It’s a
cumbersome
experience
There’s a
lack of
visibility
3rd party
communication
is poor
Signs you may have
outgrown your software
You’re spending
too much time
on manual
processes
There’s a
lack of
self-service
tools
Training takes far too
long
Must be at your desk
to work
All information must be
shared manually

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How the right
software can
help your reach
your goals
[Maintenance Image]
02

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Top Priorities to Solve in Rental Housing
HR, Staffing, &
Recruitment
74%
Operational Efficiencies
63%
Maximizing Revenue &
Profits
48%
Source: Property Management Industry Pulse | AppFolio & NAA | October 2021

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Infuse roles with
purpose
Source: AppFolio Survey, 2020

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Make work less manual and
more meaningful

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64%
84% +31%
Agree that technology
makes their job easier
Prefer to work for a company that
adopts the latest technology
Employee satisfaction is 31%
higher among employees satisfied
with the tech they use

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“So we made the switch to AppFolio because it was able to
match what we needed. Instead of offering individual
features separately, with AppFolio we had a full circle
product that could do it all — one and done. It was a really
good business decision because we were able to not only
be more cost-effective but save time and simplify our
processes.”
Jenny Stephens
Director, Nebraska Lifestyles Property
Management,

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What to look for
when choosing a
software
provider
03

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How will the software
help me reach my
goals?
How will I get my data
into the system?
What support options
will be available to me
as a customer?
What is the user
experience like?
What does the
onboarding process
consist of?
What features that I
need are included?
Questions to ask

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If I have an issue, how
can I get it resolved?
What is the intake
process for product
feedback?
What are other
customers like me saying
about this product?
What does training look
like as a customer?
How will I find out
about new features and
capabilities?
Questions to ask

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How to prepare for
onboarding
04

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Source: DocuSign
Change is emotional.
People don’t necessarily
resist change. They resist
poor planning and
implementation
When people feel they are
being forced into accepting
a change and the purpose is
not clearly communicated or
understood, they will resist.

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What is needed for
onboarding success
Understand Time & Effort
Data migration & setup
Training requirements
Your team’s responsibilities
Decide To Commit
Positive mindsets matter!
Be timely & responsive
Expect a few trade-offs.
Dedicate Resources
Owner involvement
throughout
Dedicated project lead
Accounting & PM expertise
Owner Sets the Tone
What are your goals?
What’s holding you back?
Why change NOW?

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AppFolio’s approach to
onboarding & service
05

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A complete solution for
the modern property
manager. Dashboard
Work Orders
46
Marketing
Professional Websites
Rent Comparison Tool
Marketing Campaigns
Prospect Tracking
Vacancy Dashboard
One-Click Vacancy Posting
Virtual Showings & 3D Tours
Premium Leads
Owner Management
Online Owner Portals
Owner eCheck
Insurance
Owner Contributions
Customizable Owner Reports
Text Messaging
Maintenance
Owner & Resident Portals
Text Messaging
Maintenance Service Requests
Smart Maintenance
Mobile Inspections
Maintenance Tech View
Leasing
Mobile App
Online Applications
Screening
Online Lease Signing
Blue Moon Integration
Move-In & Out Process
Scheduled Rent Increases
Accounting &
Reporting
Collect Rent Online
Accurate Accounting
Bank Reconciliation
Owner & Vendor eCheck
Flexible Real-Time Reporting
Ratio Utility Billing
CAM Tracking & Reconciliations
29

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Deliver a great
experience
Keep books &
report results
Operate & optimize
your properties
Market & lease
successfully
Increase team
productivity
Manage & grow
your business
Remarkable
service
Exceptional
ease-of-use
Groundbreaking
innovation
One powerful
platform
Unparalleled
mobility
Anywhere, anytime,
any device
Intelligent
automation
Accounting & reporting
Communication
Smart Maintenance

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Service excellence
We build trusted, lifetime partnerships through consistently
personalized, effortless and joyful service experiences,
inspiring our customers and their communities to win.

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Source: Ullamcorper Vehicula Dolor Pharetra Dapibus
How does
service look
in practice?

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Onboarding
Roadmap

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2021 © AppFolio, Inc. Confidential
Digital
Learning
Platform
35
Unlimited access to guided Online Training
courses for all workflows and business
roles, with hands-on practice and built-in
quizzes
Learn AppFolio Basics
No matter your skill level, get started mastering AppFolio’s core workflows with our
in-depth digital learning courses. All of our courses are free and available at any time!

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AppFolio’s Service
Ecosystem
Product Usability
Prod/Dev
UX
User Community
Enabling Peer
Connections
Recommended
Best Practices
The List
AppFolio Blog
Conference Talks and
Sponsorships
Human Support
Customer Care
Customer Success
Customer Engagement
On Demand
Resources
Help Center Articles
Self-Guided Trainings
In-App Help Suggestions Customer
Service

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“AppFolio to me is a necessity. I
can’t run my business without it.
The partnership I have is incredible.
We were up and running, not
missing a beat, in a matter of
weeks.”
Sherry Kent
Owner and Founder, Shaw Real Estate

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Would you like a customized demo
of AppFolio Property Manager?
38
Quick Poll

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Ask us anything.
39
Questions?

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