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Set Your Associations on Autopilot

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Did you know that 80% of new construction today is in community associations? Whether you solely manage HOAs, COAs, Co-ops, manage a mixed portfolio, or are thinking about expanding into the HOA space, there is a huge opportunity for you to expand your business.

AppFolio community association expert, Justin Davis, has tips for you to get the most of the time you spend managing your associations. With the technology and tools available today, there is no reason that community association management should be a headache.

Veröffentlicht in: Immobilien
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Set Your Associations on Autopilot

  1. 1. 2018 © AppFolio, Inc.
  2. 2. 2018 © AppFolio, Inc. Set Your Associations on Autopilot Justin Davis Product Manager, AppFolio
  3. 3. 2018 © AppFolio, Inc.
  4. 4. 2018 © AppFolio, Inc. • User-friendly • Online dues payments • Instant mobile access to your data • Reliable accounting • Easy to learn & use • World-class support • Modern communication tools • Online maintenance … So You Run A More Successful Business Web-Based Association Management Software @AppFolio #AppFolioChat AppFolio Property Manager
  5. 5. 2018 © AppFolio, Inc. Hello! Justin Davis Product Manager AppFolio
  6. 6. 2018 © AppFolio, Inc. Today’s Agenda 1. Association Industry Trends 2. Centralize Vital Interactions 3. Excel at Board Customer Service 4. Homeowner Communication 5. Compliance
  7. 7. 2018 © AppFolio, Inc. Let’s Take a Poll! When did you first hear about AppFolio?
  8. 8. 2018 © AppFolio, Inc. 1. Community Association Trends
  9. 9. 2018 © AppFolio, Inc. The number of community associations in the U.S. grew from 222,500 in 2000 to an estimated 346,000 in 2017.
  10. 10. 2018 © AppFolio, Inc. 21.3% of the U.S. population resides in community associations.
  11. 11. 2018 © AppFolio, Inc. Value of homes in community association is approximately $5.5 trillion.
  12. 12. 2018 © AppFolio, Inc. 30-40% of community associations are self-managed and do not employ a professional manager or management company.
  13. 13. 2018 © AppFolio, Inc. Let’s Take a Poll! What’s the most important job you perform for associations on a daily basis?
  14. 14. 2018 © AppFolio, Inc. 2. Centralize Vital Interactions
  15. 15. 2018 © AppFolio, Inc. Homeowner Portal • Simple portal for managing important interactions • Homeowners pay dues online • View their ledger and payments history • Submit maintenance requests • Submit architectural requests • View shared documents
  16. 16. 2018 © AppFolio, Inc. Homeowner Portal
  17. 17. 2018 © AppFolio, Inc. Get putting these in a device image Board Portal • Enhanced version of homeowner portal • View board member packets • View board approvals (more to come) • Setup automatic payments ACH or Credit Card
  18. 18. 2018 © AppFolio, Inc. 3. How to Excel at Board Customer Service
  19. 19. 2018 © AppFolio, Inc. Board of Directors Feature • Add homeowner to board • Define Roles • Email Board members • Communications are tracked to the homeowner’s page
  20. 20. 2018 © AppFolio, Inc. Monthly Reporting
  21. 21. 2018 © AppFolio, Inc. Board Member Approvals • Create items for approval • Email notification to board of new approval • Board comments thread and voting in portal • Notifications to PM of board actions • Attach documents to Approvals
  22. 22. 2018 © AppFolio, Inc. Let’s Take a Poll! What’s the most time consuming part of managing your community associations?
  23. 23. 2018 © AppFolio, Inc. 4. Homeowner Communication
  24. 24. 2018 © AppFolio, Inc. Homeowner Statements
  25. 25. 2018 © AppFolio, Inc. Homeowner & Renter Communication • Send bulk emails directly from AppFolio • Track emails sent on Homeowner page • Send text messages directly from AppFolio • Send bulk texts to an entire association • Include your Homeowners’ tenants on communications
  26. 26. 2018 © AppFolio, Inc. Homeowner Lease/Renter Management • Track key data for reporting on renter occupancy • Record lease dates • Record the birthdates of renters for easy reporting • Renter directory report for quick visibility
  27. 27. 2018 © AppFolio, Inc. 5. Compliance
  28. 28. 2018 © AppFolio, Inc. Architectural Committees & Reviews
  29. 29. 2018 © AppFolio, Inc. Violation Tracking
  30. 30. 2018 © AppFolio, Inc. Recap • Industry Trends • Centralize Vital Interactions • Excel at Board Customer Service • Homeowner Communication • Compliance
  31. 31. 2018 © AppFolio, Inc. Thanks Questions or Comments? Justin Davis Tweet: @AppFolio #AppFolioChat

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