HoHoHo
Where do you manage who is a Board Member?
From the Homeowner page
__ are improvements being made to the home of an association member that are under review by a committee.
Architectural Reviews
Give 3 features clients can use in most AppFolio reports found under "Actions".
1. Export to CSV/Export to Excel
2. Save Layout (Make a copy of the report aka Save Report and Update report template)
3. Email the report to anyone
What is the fastest and easiest way to enter a new association in APM?
New Association task > Download the blank template > Fill it out > Upload/Import
TRUE or FALSE: When you add a renter and their email to an association unit, this can automatically create an online portal for that renter as well.
False, renters don't have access to the online portal
The __ feature will help a client who's managing an owner
that wants a certain report be shared with him weekly
without having to manually do it.
Scheduled Report
Who are the governing body of an association? Give the 2 terms used in AppFolio.
Board of Directors
Board Members
What is the workaround for CAMs/PMs to be able to collect both association dues from the homeowner and the monthly rent from the renter in APM?
Create an SFR version of the association unit
Association setup: Collect dues from homeowner + add name of renter
SFR setup: Log the renter as a tenant with online portal to collect monthly rent thru online payments, make the homeowner an owner to be able to send reports/packets and give the owner his income
__ is where you view and manage existing Architectural Reviews.
Under the Compliance tab in Reporting
If a client uses a report regularly with a particular set of customizations, ___ will help them not have to customize the report every time they access it.
Saving the report or Saved Reports
Which two (2) reports did we see prospects appear multiple times on during our Showings discussion?
Guest Card Interests report
Guest Card Inquiries report
What Homeowner Status is unique to Homeowners (vs tenants) in APM?
In Foreclosure
True or False: You can send board member packets to all associations in a database at once.
True, Reporting > Reports > Share Board Member Packets
Give 5 features you can use in most AppFolio reports (except under Actions).
1. Grouping (via the Wrench/Hamburger icon)
2. Add/Remove Columns
3. Move Columns Left & Right
4. Sorting Columns
5. Filters
What is the easiest and fastest way to generate tenant ledgers in bulk for each tenant?
Use Letters as a workaround
Attached Report: Tenant Ledger