AppFolio Investment Manager Features

Analyzes performance of assets to prepare financial forecasts, perform cash flow analysis, determine value of property, and prepare for acquisition or disposition.

Monitors and tracks the development and performance of real estate properties; either focused on a specific type of property (commercial, residential, mixed-use / industrial, or retail) or can support a variety of property types.

Monitors the performance of existing investments and analyzes property data to recommend investment decisions.

Contains tools to visalize data sets or workflows

Has a centralized dashboard for users to interact with

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

Contains tools to visalize data sets or workflows

Find important content or files using keywords, metadata, tags, etc.

Has a centralized dashboard for users to interact with

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

View and track pertinent metrics to find patterns and gain insights from data

Track interaction history by documenting conversations for contacts

Define levels of authorization for access to specific files or systems

Receive data and information in real time

Group leads or contacts based on their specific characteristics

Import and export data to and from software applications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Score a lead on their quality or likelihood to buy based on certain behaviors

Access software remotely via mobile devices

A collection of customer information such as contact details, demographics, previous interactions, etc.

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Route and distribute your leads to third party buyers

Automatically identify and save contact information of potential customers

Centralized database to track details of properties (including lease, tenant, and owner information)

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Timed notification for any upcoming task, deadline, appointment, or activity

For realtors, real estate investors, property managers, and other real estate professionals.

Match clients or tenants with suitable properties based on their specific requirements, preferences and budget

Pre-made examples and templates for emails

Assemble applications and processes by dragging over and arranging pre-built components

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Engage with a lead throughout the sales process by actively providing information

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Log and store the source of contacts/leads

Customize data fields to support various needs and use cases

Track delivered, received, and opened emails

Track and document all activities across devices, networks, and other systems

Using different methods or channels to connect with customers

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company

Create, design and manage workflows for repetitive tasks

Form predictions based on past and present data/trends

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A record of all activities within the system, including user access, changes made, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Application programming interface that allows for integration with other systems/databases

Set up connections to third-party platforms to improve business processes

Develop potential scenarios to identify risks and opportunities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Monitor application statuses, proposals and award funds

Track and manage adherence to policies for any service, product, process, or supplier

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Manage and handle various international currencies

Decision-making process using businesses past, present and forecasted future operations.

Plan, manage, and track the financial activities of an individual or organization

Receive data and information in real time

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Defines specific deal parameters to negotiate and secure deals

Use AI to generate content in the form of text, images, videos, etc.

Store, manage, and track all electronic documents in a centralized location

Assessment technique to estimate the current worth of an asset or company

Alter the layout and content of reports

Analyze and gain insights into data in real-time

Store and organize documents in a centralized system

Private online space that lets businesses securely share documents and provide information access to clients

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and document all activities across devices, networks, and other systems

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Connects to external systems and applications as needed to complete team workflows.

Provides analytics tools that reveal important business metrics and track progress.

Provides analytics tools that reveal important business metrics and track progress.

Compile and report on all investor activities

Automates some or all operation related tasks

Provides robust sharing options for communication with both internal and external stakeholders.

Facilitates the setting up, dispersal, and automation of email marketing strategies

Stores and organizes contracts and other important documents for easy retrieval

Easily integrates with third-party solutions for more comprehensive functionality

Contains cap table management capabilities

Provides 409a valuation centered features

Shares and stocks owned by individuals in a company that is not trading publicly in the stock market

Provides a cloud based version of the platform

Contains a portal to facilitate third-party or client application access

Creates unique, customizable investor statements

Is accessible from a mobile device and by users on the go.

Capability to perform complex tasks without constant human input

Store and retrieve information associated with customer contacts and properties. Track brokerage communication and information about contacts and properties.

Manage real estate sales opportunities through their lifecycle from lead to closing. Track stages, values, and probabilities of close. Manage pipelines by individual broker, team, region, and company-wide.

Streamline real estate tasks and activities. Coordinate important dates and integrate these to calendars to manage daily schedules and priorities.

Edit and update property listings from within the system, and integrate data across MLS and real estate listing services.

Send email to contacts in bulk. Common features include: pre-built email templates, social media integration, Subscriber list management, sign up forms, success rate reports, A/B testing and auto-responders.

Management of real estate transactions made for customers. Transaction management includes negotiating the terms and conditions of contracts between buyers and sellers, as well as documenting and agreeing on any changes or amendments that may arise during the sale.

Allows users to manage and track leads through a process. The lead process typically involves steps such as lead generation, customer inquiry, inquiry capture, lead filtering, lead grading, lead distribution, and lead qualification.

Prepare comparative market analysis (CMA) documents within the system to print or share digitally with real estate clients.

Project sales revenue based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Report on data contained within the system through standard and ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance.

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Manage various aspects of appointments including booking, rescheduling, canceling

Manage contact details and communication with clients

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Tracking, calculating, and paying commissions and earnings to employees

Track and manage schedules and meetings via an integrated calendar

Enables correspondance and communication with and management of real estate investors.

Automates back office operations and investor workflows.

Enables the raising of capital while protecting existing funds or capital and adhering to money lenders' guidelines.

Streamlines real estate deal management via pipeline tracking, collaborative workflows, deal analytics, deal information management, and reporting.

Provides a sales tracking feature to calculate and model the potential value of overall and individual properties within a portfolio.

Generates asset performance reports specifically to present to investors, stakeholders, and board members.

Analyzes stored leads and identifies hot, warm, and cold leads

Streamlines the input and management of contacts into the database

Nurtures and generates leads from a variety of lead capture sources