Workflow maps

AppFolio workflow map

Property Management · Workflow map

AppFolio595 workflows

How the map works

Center node

AppFolio

AppFolio Property Manager is a cloud platform for residential, association and commercial portfolios. Agents work its screens on any plan, plus the email, banks and owner files around it.

Key facts (chips):

  • No API listed on Core
  • Read-only API on Plus
  • Read/write API on Max
  • Realm-X acts on AppFolio records

Counters: 595 workflows mapped · 17 branches of work

Branches, largest first

  • Maintenance & Facilities (53 workflows): Work order intake, triage, technician and vendor dispatch, and follow-up across every property.

  • Resident / Tenant Lifecycle (44 workflows): Move-ins, renewals, notices, transfers, move-outs and deposit disposition.

  • Rent, AR & Collections (36 workflows): Rent posting, late fees, delinquency notices, payment plans and collections referrals.

  • Applications, Screening & Leasing (34 workflows): Applications, screening decisions, lease generation and signing for new residents and tenants.

  • Procurement, Vendors & AP (40 workflows): Vendor onboarding, insurance certificates, invoice coding, approvals and payment runs.

  • Marketing & Lead Management (30 workflows): Listings, lead response, tours and pricing checks across internet listing sites.

  • Affordable / Regulated Housing (35 workflows): Income certifications, recertifications, HUD and LIHTC compliance and agency submissions.

  • HOA / Association Management (35 workflows): Violations, architectural reviews, assessments, board packets and association finances.

  • Turns, Make-Ready & Inspections (27 workflows): Move-out inspections, make-ready work orders and unit turn tracking until units are rent-ready.

  • HR, Payroll & Workforce (31 workflows): Site staff hiring, onboarding, timekeeping, payroll and training records.

  • Property Accounting & Close (54 workflows): Bank reconciliations, journal entries, accruals and the monthly close for each property.

  • Risk, Insurance & Compliance (28 workflows): Insurance policies, claims, certificates, fair housing and regulatory compliance tracking.

  • Master Data, IT & Analytics (31 workflows): Property, unit, vendor and user setup, system administration and reporting.

  • Commercial Lease & Recoveries (43 workflows): Lease abstracts, CAM and tax recoveries, percentage rent and straight-line rent.

  • Property & Entity Onboarding (30 workflows): Bringing new properties, owners and entities into the system with charts, banks and units.

  • Executive & Portfolio Strategy (19 workflows): Portfolio performance, budgets and the reporting leadership uses to decide what comes next.

  • Owner & Investor Reporting (25 workflows): Owner statements, monthly packets, distributions and investor reporting.

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