Running a successful property management business requires you to manage relationships with multiple stakeholders — residents, vendors, and property owners or investors — but they all have different needs and expectations, especially property owners. Keeping track of the details and information that should be passed along to owners can be a lot to handle, but it’s important for building strong, transparent relationships. AppFolio Property Manager offers specialized portals designed for your owners, equipped with dashboards and personalized data.
To provide your owners with on-demand access to their property data, documents, and action items, empower them with the AppFolio Owner Portal — their one-stop shop for direct visibility into the health of their properties. Read on to learn how the owner portal enables you to strengthen your owner relationships by providing a space for everyone to collaborate within one powerful platform.
Category: Customer Experience
Last modified: Jan 25, 2024
By: Gina Carr
Transparency is everything; it can make or break your relationship with your owners. Transparency is crucial to fostering trust with owners, which in turn can provide you with the freedom to make decisions confidently on their behalf. The owner portal can increase your team’s efficiency by reducing time spent on answering basic inquiries from owners, allowing you to focus more on effectively managing their properties. Encouraging transparency within your team also fosters a sense of accountability among them to complete tasks accurately and promptly, ultimately benefiting owners. Lastly, transparent shared data serves as a reference point to set and manage expectations throughout the relationship to avoid conflict and build trust.
Now that you know the importance of providing transparency to your owners to increase their confidence in your work, below are some of the key features and enhancements that we’ve made within the owner portal.
Empower your team to focus on building strategic connections — and reduce the number of calls, emails, and one-off requests for information — by equipping your owners with self-service tools and direct access to important property data through dashboards and reports. Enabling access to the owner portal dashboard provides your owners with real-time information about their properties, shows proof of the value you deliver with easy-to-read performance data and reports, and allows owners to configure their dashboard to show the most relevant information.
Start relationships on the right foot by completing property management agreements directly in AppFolio. Simply upload PDF forms into AppFolio and send them directly to owners for e-signature with auto-populated data. The owner portal keeps documentation in one powerful platform for easy access, quick responses, and communication history.
Constant interruptions and manual workflows can lead to inefficient workdays with no time for strategic thinking, work, or planning. Get more time back to focus on what matters by eliminating manual tasks in the maintenance approval process. Through the owner portal, you can quickly send and log work order estimates for approval, enabling owners to easily find and approve work order estimates for maintenance needs and request funding for maintenance during the approval process. This allows you to minimize the back-and-forth and get more done without increasing your workload.
The owner portal provides more functionality and on-demand data that cultivates happier and more successful owners. We’re continuing to improve and elevate the owner experience with additional capabilities, such as accessing detailed information for all properties under management, as well as making it easier to invite owners to activate their portal or reset their account, with more updates on the way.
If you’re an AppFolio customer, check out this helpful article to learn more about how the owner portal can deliver standout experiences. If you’re not yet an AppFolio customer and would like to see how our one powerful platform can support your business as you grow, sign up for a free customized product demo.