Introduction How will Tamarack use Appfolio? Why use Appfolio? to - - PowerPoint PPT Presentation
Youve heard about Appfolio; now lets 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
❑ What is AppFolio?
❑ Who else uses AppFolio? ❑ How will Tamarack use Appfolio? ❑ Why use Appfolio? ❑ Who will be using Appfolio? ❑ How will I be using Appfolio? ❑ What if I don’t use a computer? ❑ Where do I go to get my questions answered? ❑ What else can we expect from Appfolio?
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MAINLY… TO MANAGE OUR FINANCES
TO MANAGE OUR WORK ORDERS
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real time
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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. E-CHECK– You work with your bank who prints & sends a check to Tamarack for the amount and 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.
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SO HOW SECURE IS THIS? SO
THIS IS A QUESTION WE’VE HEARD OFTEN.
W SECURE IS THIS?
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SECURE: Online payments are encrypted using bank-grade security. FAST: Your charges are immediately marked as paid. CONVENIENT: You can pay your monthly assessment from anywhere with your mobile device. FLEXIBLE: Choose the method that best fits your needs.
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continue to pay your monthly fee by delivering a check to the TT Office.
your pending/completed work
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CREATING YOUR PORTAL ROLL OUT OR ‘GOING LIVE’
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FINANCIALS-- Creates deposits and check writing Accounts Payable General Ledger Co-signers on checks Itemized delinquent reports Builds Vendor Lists RESIDENT COMMUNICATIONS-- Sending emails and text messages Sending the Good Life Newsletter Sending Alerts and Other Communications Creates a Resident Directory
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PROPERTY INFORMATION-- Owners, current and former Property Owner Directory Renter Information Annual Assessments GREAT Search Capabilities BOARD WORK-- Create Board Agenda Packets Assist in Data-driven Decision Making Send Board Agendas to Residents via email or text GREAT Search Capabilities
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* 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
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For those seeking assistance with activation of their portals (profiles),
at the Clubhouse in the upstairs meeting room. We will have one or more computers available for hands-
implementation team will be on hand to answer your questions. If planning to add the Appfolio app on your phone, bring it!
❑THURS June 20 2:00 - 4:00 pm ❑ FRI June 21 2:00 - 4:00 pm ❑MON June 24 6:00 - 8:00 pm ❑THURS June 27 5:00 – 7:30 pm
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APPFOLIO ONLINE FAQS FRIENDS, FAMILY AND YOUR TAMARACK NEIGHBORS
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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
TRY THESE AT HOME IN YOUR LEISURE
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We plan to have a triage list by topic with referral listing of who here at Tamarack is best to help you.
Of course, we expect some hiccups! So, who should you contact?
3.On-line Help
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LOOK FOR… An email invitation to activate your resident portal On or about Thursday, June 20 Activate before July 1 (when assessments are due.) If not, contact the TT Office to learn how to activate later and bring in a check!
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