You’ve heard about Appfolio; now let’s find out what this software program is all about. ❑ What is AppFolio? An ❑ Who else uses AppFolio? Introduction ❑ How will Tamarack use Appfolio? ❑ Why use Appfolio? to Appfolio ❑ Who will be using Appfolio? for ❑ How will I be using Appfolio? ❑ What if I don’t use a computer? Tamarack ❑ Where do I go to get my questions Residents answered? ❑ What else can we expect from Appfolio? 1
• An all-in-one software system What is • For managing our finances AppFolio? • For tracking your work orders • Replaces our outdated homegrown programs and databases 2
IN MADISON Who else uses AppFolio? 3
MAINLY… TO MANAGE OUR FINANCES • Accounting • Budgeting How will • Vendor management Tamarack use • Monthly fee payment AppFolio? TO MANAGE OUR WORK ORDERS • Add your work orders online • Track status of your work orders • Summary reports/analysis by staff 4
TO… • Replace our outdated systems Why use • With a single, state-of-the-art system AppFolio? • Making our financial data more secure • With better, more accurate reporting in real time 5
ALL OF US… • Residents • Office staff Who will be • Maintenance staff using AppFolio? • Grounds staff • Boards • Committees 6
How will I be using Appfolio? 7
TO SET UP YOUR PORTAL (ACCOUNT) WITH APPFOLIO AND THEN MAINLY TO… How will I be • Monitor your monthly using assessments. AppFolio? • Create and monitor your work orders (resident requests). 8
Here’s what your log-in will look like… (and “there’s an app for that”) 9
Here’s how you will set up your new account (portal)… Accomodates two names in household 10
ACH or E-CHECK (100% free to you!) ACH--Enter your routing and account numbers in your secure Online Portal to pay your monthly or any other charges directly from your checking or savings account. Your payment E-CHECK – You work with your bank who prints & sends a check to Tamarack for the amount and options… date you choose each month. (Much like monthly bill paying online.) CREDIT OR DEBIT CARD An online convenience fee applies (now at 2.9%.) Enter information in your secure Online Portal. CHECK You can still send/deliver a check to the Office. Staff will promptly enter your payment into Appfolio which then creates a bank deposit AND updates your portal. 11
So How Secure is this? SO HOW SECURE IS THIS? SO THIS IS A QUESTION WE’VE HEARD OFTEN. W SECURE IS THIS? 12
About the security of your personal and SECURE: FAST: CONVENIENT: FLEXIBLE: Online Your charges You can pay Choose the financial payments are are your monthly method that • S encrypted immediately assessment best fits your information… using marked as from needs. bank-grade paid. anywhere security. with your mobile device. 13
• As mentioned earlier, you can continue to pay your monthly fee by delivering a check to the TT Office. What if I don’t • You can continue to give your work use a orders to staff in the TT Office. computer? • You will not be able to see the list of your pending/completed work orders like you used to do from the old TT web site. 14
When will I be using Appfolio? CREATING YOUR PORTAL ROLL OUT OR ‘GOING LIVE’ 15
What else can we expect from using Appfolio? FINANCIALS-- RESIDENT COMMUNICATIONS-- Creates deposits and check writing Sending emails and text messages Accounts Payable Sending the Good Life Newsletter General Ledger Sending Alerts and Other Communications Co-signers on checks Creates a Resident Directory Itemized delinquent reports Builds Vendor Lists 16
What else can we expect from using Appfolio? BOARD WORK-- PROPERTY INFORMATION-- Create Board Agenda Packets Owners, current and former Assist in Data-driven Decision Making Property Owner Directory Send Board Agendas to Residents Renter Information via email or text Annual Assessments GREAT Search Capabilities GREAT Search Capabilities 17
Key Features of Appfolio * PAY MONTHLY ASSESSMENTS INSTANTLY * SET UP AUTO-PAYMENTS FOR MONTHLY ASSESSMENT * SAVE TIME WRITING AND MAILING CHECKS * SUBMIT MAINTENANCE REQUESTS (WORK ORDERS) WITH THE ABILITY TO ADD PHOTOS * MONITOR THE STATUS OF YOUR MAINTENANCE REQUESTS * EASILY ACCESS SHARED DOCUMENTS * A CLOUD-BASED SOLUTION; ELIMINATES THE NEED FOR TT TO OWN AND MAINTAIN HARDWARE AND MULTIPLE SOFTWARE LICENSES * REDUCES COSTS FOR HIRING OUTSIDE IT HELP 18
SCHEDULE OF UPCOMING HELP SESSIONS For those seeking assistance with activation of their portals (profiles), ❑ THURS June 20 2:00 - 4:00 pm optional drop-in sessions will be held at the Clubhouse in the upstairs meeting room. We will have one or ❑ FRI June 21 2:00 - 4:00 pm more computers available for hands- on training. And members of the implementation team will be on hand ❑ MON June 24 6:00 - 8:00 pm to answer your questions. ❑ THURS June 27 5:00 – 7:30 pm If planning to add the Appfolio app on your phone, bring it! 19
Where else could I get my questions answered? APPFOLIO ONLINE FAQS FRIENDS, FAMILY AND YOUR TAMARACK NEIGHBORS 20
Additional Resources TRY THESE AT HOME IN YOUR LEISURE More information about the portals: https://help.appfolio.com/s/article/Video-Owner-Portal-Overview View the portals here: https://www.appfolio.com/help/HOA-online-portal https://www.appfolio.com/help/HOA-online-portal-es 21
Help Of course, we expect some hiccups! Contacts So, who should you contact? We plan to have a triage 1. Staff list by topic with referral 2. Implementation Team listing of who here at 3.On-line Help Tamarack is best to help you. 4. Listing at the Office 22
LOOK FOR… An email invitation to activate your resident portal On or about Thursday, June 20 WHAT’S Activate before July 1 (when assessments are due.) NEXT? If not, contact the TT Office to learn how to activate later and bring in a check! 23
Let’s Take Some Questions Now 24
TamarackTrails. Appfolio.com 25
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