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.

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Set Your Associations on Autopilot
Justin Davis
Product Manager, AppFolio

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• 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

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Hello!
Justin Davis
Product Manager
AppFolio

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Today’s Agenda
1. Association Industry Trends
2. Centralize Vital Interactions
3. Excel at Board Customer Service
4. Homeowner Communication
5. Compliance

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Let’s Take a Poll!
When did you first hear about AppFolio?

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1. Community Association Trends

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The number of community associations in the
U.S. grew from 222,500 in 2000 to an
estimated 346,000 in 2017.

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21.3% of the U.S. population resides in
community associations.

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Value of homes in community association
is approximately $5.5 trillion.

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30-40% of community associations are
self-managed and do not employ a professional
manager or management company.

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Let’s Take a Poll!
What’s the most important job you perform for
associations on a daily basis?

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2. Centralize Vital Interactions

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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

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Homeowner Portal

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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

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3. How to Excel at Board Customer Service

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Board of Directors Feature
• Add homeowner to board
• Define Roles
• Email Board members
• Communications are
tracked to the homeowner’s
page

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Monthly Reporting

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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

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Let’s Take a Poll!
What’s the most time consuming part of managing your
community associations?

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4. Homeowner Communication

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Homeowner Statements

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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

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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

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5. Compliance

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Architectural Committees & Reviews

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Violation Tracking

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Recap
• Industry Trends
• Centralize Vital Interactions
• Excel at Board Customer Service
• Homeowner Communication
• Compliance

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Thanks
Questions or
Comments?
Justin Davis
Tweet:
@AppFolio
#AppFolioChat