Owner And Tenant Engagement (webinar slides)

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Watch this one hour overview on how to engage with owners and tenants. Learn about the owner and tenant online portals, and new or improved ways to engage and communicate with your owners and tenants through AppFolio.

Tecnologia

2016 © AppFolio, Inc. Confidential.
Hello!
Today’s Presenters:
● Olivia Garcia
Manager, Customer Success
● Frisco Miranda
Engagement Manager
● Panelists: Taelor,
Morgan & Lauren

2016 © AppFolio, Inc. Confidential.
Time: Approximately 1 hour
Webinar is being recorded
Follow-up Email: Link to recording and slides within 48 hours
Details

2016 © AppFolio, Inc. Confidential.
Ask Questions!
Type questions in the
Chat box

2016 © AppFolio, Inc. Confidential.
Agenda
Tenant 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.
Tenant
Engagement

2016 © AppFolio, Inc. Confidential.
Sending Emails to Tenants
To One Tenant
To All Tenants in a Unit
To All Tenants in a Property

2016 © AppFolio, Inc. Confidential.
Sending
Emails Demo

2016 © AppFolio, Inc. Confidential.
• Maintenance
• Late rent reminders
• Time sensitive notices
Click to Text
Text For:
Texting Tenants

2016 © AppFolio, Inc. Confidential.
Texting
Tenants Demo

2016 © AppFolio, Inc. Confidential.
Polling Question #1
How many times per month do you share documentation
with tenants?
A. Never
B. 1 - 3
C. 4 - 6
D. 7+

2016 © AppFolio, Inc. Confidential.
Sharing Documents with Tenants
• Share documents to the tenant’s portal
• Access without requesting documents
• Email notifications

2016 © AppFolio, Inc. Confidential.
Sharing
Documents
Demo

2016 © AppFolio, Inc. Confidential.
Online Portal
• Current & upcoming charges
• Pay rent & other charges
• Submit maintenance requests
• View shared documents

2016 © AppFolio, Inc. Confidential.
Online Portal
Demo

2016 © AppFolio, Inc. Confidential.
Help Resource for Tenants
• Video Overview
• FAQ’s
• Decrease time spent answering
questions
www.appfolio.com/help/online-portal-overview

2016 © AppFolio, Inc. Confidential.
Owner
Engagement

2016 © AppFolio, Inc. Confidential.
Sharing Documents with Owners
Documents Tab
in Owner Portal
Owner Page in
AppFolio

2016 © AppFolio, Inc. Confidential.
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.

2016 © AppFolio, Inc. Confidential.
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.

2016 © AppFolio, Inc. Confidential.
Set Up eCheck Recipients
On recipient’s page:
• Set address
• Set check consolidation
• Set ‘Paid By ACH’
• Select automatic receipt email
option

2016 © AppFolio, Inc. Confidential.
Owner & Vendor eCheck
Identify eCheck:
• ACH
• Confirmation #
• View eCheck Payment
Receipt

2016 © AppFolio, Inc. Confidential.
Owner &Vendor
eCheck
Demo

2016 © AppFolio, Inc. Confidential.
View Owner Portal
See 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

2016 © AppFolio, Inc. Confidential.
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

2016 © AppFolio, Inc. Confidential.
Owner Contributions
Two payment options:
• eCheck - $5 convenience fee
• Credit/ Debit - 2.9% convenience fee

2016 © AppFolio, Inc. Confidential.
Manage Owner Packets
• Click Manage Owner Packets to download or remove published packets

2016 © AppFolio, Inc. Confidential.
Owner Portal
Demo

2016 © AppFolio, Inc. Confidential.
Polling Question #2
How often do your owners ask for help with their portals each
month?
A. Never
B. 1 - 3 times
C. 4 - 6 times
D. 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

2016 © AppFolio, Inc. Confidential.
AppFolio
Events

2016 © AppFolio, Inc. Confidential.
Meet-Ups
Join Us For Lunch
- 60 in 2016
Half-Day Customer
Events
- 7 in 2016

2016 © AppFolio, Inc. Confidential.
Customer Conference
4th Annual AppFolio Customer Conference!
Sept 19th – 21st

2016 © AppFolio, Inc. Confidential.
Find Event Information

2016 © AppFolio, Inc. Confidential.
Closing

2016 © AppFolio, Inc. Confidential.
Summary
Tenant 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!

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Following the popularity of "Cloud Revolution: Exploring the New Wave of Serverless Spatial Data," we're thrilled to announce this much-anticipated encore webinar. In this sequel, we'll dive deeper into the Cloud-Native realm by uncovering practical applications and FME support for these new formats, including COGs, COPC, FlatGeoBuf, GeoParquet, STAC, and ZARR. Building on the foundation laid by industry leaders Michelle Roby of Radiant Earth and Chris Holmes of Planet in the first webinar, this second part offers an in-depth look at the real-world application and behind-the-scenes dynamics of these cutting-edge formats. We will spotlight specific use-cases and workflows, showcasing their efficiency and relevance in practical scenarios. Discover the vast possibilities each format holds, highlighted through detailed discussions and demonstrations. Our expert speakers will dissect the key aspects and provide critical takeaways for effective use, ensuring attendees leave with a thorough understanding of how to apply these formats in their own projects. Elevate your understanding of how FME supports these cutting-edge technologies, enhancing your ability to manage, share, and analyze spatial data. Whether you're building on knowledge from our initial session or are new to the serverless spatial data landscape, this webinar is your gateway to mastering cloud-native formats in your workflows.

Cloud Frontiers: A Deep Dive into Serverless Spatial Data and FME

Safe Software

Three things you will take away from the session: • How to run an effective tenant-to-tenant migration • Best practices for before, during, and after migration • Tips for using migration as a springboard to prepare for Copilot in Microsoft 365 Main ideas: Migration Overview: The presentation covers the current reality of cross-tenant migrations, the triggers, phases, best practices, and benefits of a successful tenant migration Considerations: When considering a migration, it is important to consider the migration scope, performance, customization, flexibility, user-friendly interface, automation, monitoring, support, training, scalability, data integrity, data security, cost, and licensing structure Next Wave: The next wave of change includes the launch of Copilot, which requires businesses to be prepared for upcoming changes related to Copilot and the cloud, and to consolidate data and tighten governance ShareGate: ShareGate can help with pre-migration analysis, configurable migration tool, and automated, end-user driven collaborative governance

Strategize a Smooth Tenant-to-tenant Migration and Copilot Takeoff

sammart93

How to Troubleshoot Apps for the Modern Connected Worker

ThousandEyes

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Data Cloud, More than a CDP by Matt Robison

Anna Loughnan Colquhoun

Strategies for Landing an Oracle DBA Job as a Fresher

Remote DBA Services

A Domino Admins Adventures (Engage 2024)

Gabriella Davis

Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024

The Digital Insurer

This presentations targets students or working professionals. You may know Google for search, YouTube, Android, Chrome, and Gmail, but did you know Google has many developer tools, platforms & APIs? This comprehensive yet still high-level overview outlines the most impactful tools for where to run your code, store & analyze your data. It will also inspire you as to what's possible. This talk is 50 minutes in length.

Powerful Google developer tools for immediate impact! (2023-24 C)

wesley chun

A Principled Technologies deployment guide Conclusion Deploying VMware Cloud Foundation 5.1 on next gen Dell PowerEdge servers brings together critical virtualization capabilities and high-performing hardware infrastructure. Relying on our hands-on experience, this deployment guide offers a comprehensive roadmap that can guide your organization through the seamless integration of advanced VMware cloud solutions with the performance and reliability of Dell PowerEdge servers. In addition to the deployment efficiency, the Cloud Foundation 5.1 and PowerEdge solution delivered strong performance while running a MySQL database workload. By leveraging VMware Cloud Foundation 5.1 and PowerEdge servers, you could help your organization embrace cloud computing with confidence, potentially unlocking a new level of agility, scalability, and efficiency in your data center operations.

Deploy with confidence: VMware Cloud Foundation 5.1 on next gen Dell PowerEdg...

Principled Technologies

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Exploring the Future Potential of AI-Enabled Smartphone Processors

debabhi2

MINDCTI Revenue Release Quarter One 2024

MIND CTI

Top 10 Most Downloaded Games on Play Store in 2024

SynarionITSolutions

Automating Google Workspace (GWS) & more with Apps Script

wesley chun

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Owner And Tenant Engagement (webinar slides)

1. 2016 © AppFolio, Inc. Confidential. Hello! Today’s Presenters: ● Olivia Garcia Manager, Customer Success ● Frisco Miranda Engagement Manager ● Panelists: Taelor, Morgan & Lauren

2. 2016 © AppFolio, Inc. Confidential. Time: Approximately 1 hour Webinar is being recorded Follow-up Email: Link to recording and slides within 48 hours Details

4. 2016 © AppFolio, Inc. Confidential. Agenda Tenant 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

6. 2016 © AppFolio, Inc. Confidential. Sending Emails to Tenants To One Tenant To All Tenants in a Unit To All Tenants in a Property

8. 2016 © AppFolio, Inc. Confidential. • Maintenance • Late rent reminders • Time sensitive notices Click to Text Text For: Texting Tenants

10. 2016 © AppFolio, Inc. Confidential. Polling Question #1 How many times per month do you share documentation with tenants? A. Never B. 1 - 3 C. 4 - 6 D. 7+

11. 2016 © AppFolio, Inc. Confidential. Sharing Documents with Tenants • Share documents to the tenant’s portal • Access without requesting documents • Email notifications

13. 2016 © AppFolio, Inc. Confidential. Online Portal • Current & upcoming charges • Pay rent & other charges • Submit maintenance requests • View shared documents

15. 2016 © AppFolio, Inc. Confidential. Help Resource for Tenants • Video Overview • FAQ’s • Decrease time spent answering questions www.appfolio.com/help/online-portal-overview

17. 2016 © AppFolio, Inc. Confidential. Sharing Documents with Owners Documents Tab in Owner Portal Owner Page in AppFolio

19. 2016 © AppFolio, Inc. Confidential. 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.

20. 2016 © AppFolio, Inc. Confidential. 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.

21. 2016 © AppFolio, Inc. Confidential. Set Up eCheck Recipients On recipient’s page: • Set address • Set check consolidation • Set ‘Paid By ACH’ • Select automatic receipt email option

22. 2016 © AppFolio, Inc. Confidential. Owner & Vendor eCheck Identify eCheck: • ACH • Confirmation # • View eCheck Payment Receipt

24. 2016 © AppFolio, Inc. Confidential. View Owner Portal See 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

25. 2016 © AppFolio, Inc. Confidential. 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

26. 2016 © AppFolio, Inc. Confidential. Owner Contributions Two payment options: • eCheck - $5 convenience fee • Credit/ Debit - 2.9% convenience fee

27. 2016 © AppFolio, Inc. Confidential. Manage Owner Packets • Click Manage Owner Packets to download or remove published packets

29. 2016 © AppFolio, Inc. Confidential. Polling Question #2 How often do your owners ask for help with their portals each month? A. Never B. 1 - 3 times C. 4 - 6 times D. 7+ times

30. 2016 © AppFolio, Inc. Confidential. Help Resource for Owners www.appfolio.com/help/owner-portal-overview • Video Overview • FAQs • Decrease time spent answering questions

36. 2016 © AppFolio, Inc. Confidential. Summary Tenant 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

Owner And Tenant Engagement (webinar slides)

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