Trilogy Management & AppFolio:
space for new opportunities — both in and out of the office
space for new opportunities — both in and out of the office
Andrew Greenberg
Vice President, Trilogy Real Estate ManagementEstablished: 1990 \ Location: San Diego, CA
Why AppFolio: \ To transform his family real estate investment and management business into a modern, agile enterprise, Andrew Greenberg knew that he would need technology that maximizes his and his team’s efficiency and time — both in and out of the office.
Mixed Use
Units Managed
900+
Customer since
2019
“In this day, and age, if you’re not on a modern property management system like AppFolio, you’re really falling behind.”
Time to switch
“Every process that we had was much more cumbersome than it is now. In the past, you may have had to go to three or four different applications to get the same thing done with the click of a button in AppFolio. For example, we used to use a program to manually write our different leases. Then we needed a seperate e-signature application. We also used to have a payment processing portal that was outside of our management software. Everything took more time.”
Chance encounter, or the universe at work?
“The building that I live in here in La Jolla uses AppFolio as their property management software.”
He found the online rent-payment capabilities and maintenance request process extremely intuitive, but the icing on the cake was how efficient AppFolio made the building staff.
“The marketing and leasing workflows are so straightforward and seamless that they had their resident manager doing all of it. At Trilogy, prior to being on AppFolio, that wasn’t even an option. We were manually editing Word documents, and customizing each lease for each potential renter. And to have a resident manager who wasn’t used to doing that on a day-to-day basis would have been impossible. I saw how much more efficient our operation could be on a modern, cloud-based software provider like AppFolio.”
“Our marketing and leasing process is now seamless in digital, where a lot of this was very manual and cumbersome in the past.”
Trilogy currently manages over 1.5 million square feet mixed-use real estate valued at over $400 million.
Along with two partners, Andrew’s father, Howard, founded Trilogy Real Estate Management in 1990. Seeking to play a role in revitalizing downtown San Diego, they started buying and renovating.
“Downtown San Diego area has grown a ton over the past 30 years. A lot of the buildings that Trilogy originally acquired were warehouses or rundown office buildings. We put a significant amount of capital into renovating the properties and converting them to what we call live/work lofts — essentially supersized studios where people have the ability to work from home and be a little bit more creative with their space than you would in a normal residential community.”
Andrew Greenberg
Vice President, Trilogy Real Estate Management
Andrew’s vision, realized
Marketing
“Our marketing has become wider reaching. Now that our marketing is automatically published to various different internet listing services, our exposure is significantly higher than it was in the past. It’s led to more applications, more leases, and higher revenue.”
Leasing
“In the past, we manually generated all of our leases, which could take 30 minutes to an hour for a single lease. With AppFolio, we’re able to do that same lease in two to three minutes at most.”
Explore LeasingMaintenance
“Requests are handled much more quickly. When a tenant submits a work order, it pops up directly in AppFolio and we’re able to address it almost immediately. Whereas in the past, these inquiries went to the inboxes of our various employees. If those inboxes weren’t being checked, work orders generally weren’t being handled until the next day or potentially even later… It’s greatly improved our efficiency.”
Explore MaintenanceAccounting
“On the accounting side, things are significantly streamlined as well. When a tenant pays using AppFolio that information is directly input into the system versus having to do that input manually.”
Explore Accounting“AppFolio has allowed for more connection within our team. People are able to spend more time collaborating on different projects instead of scrambling to get their daily tasks done. It’s also condensed the time required to get a day’s work done, which has allowed our team to be out of the office more, whether that be meeting with tenants or clients to grab coffee, or just living life outside of the office and enjoying their personal time. It’s helped create a better work-life balance.
The first thing I do every morning is check what’s going on in AppFolio. I check on our guest cards and leasing status, any work orders that are outstanding, or any other urgent needs. Afterwards, I’ll head down to the beach and if the waves are good, I’ll hop in and catch a few before heading back to my apartment for another AppFolio check-in — while getting ready to head down to the office. Prior to having AppFolio, when I woke up, my focus was just on getting to the office as quickly as possible. AppFolio has enabled us to work more efficiently when we’re out of the office and allows us to spend more time away from our desks.”
“AppFolio gives me space to explore new opportunities.”
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