Appfolio Should Connect to your account and NOT Property Manager

[Keivan Darius]

Hi bp, I'm in the process of replacing our PM for our 30 Units Apartment complex.  Our current PM is making the Transition very difficult by holding the money in their account. There are 2 issues I'm hoping to resolve after we switch to the new PM: 

1) Having full control over the money being deposited by our Tenants 

2) Avoid any data manipulation in the PM software so we always know exactly how much was deposited by the tenant. 

In order to achieve that I have to ask the New PM to connect their appfolio software to our account vs opening up a new account (which we won't have direct access to). I want to first make sure it's possible before asking them to do that. Our current PM opened a new account with their name, had all money be deposited to that account and after paying themselves and the bills they disturbed the rest of the Money to us. This became a big problem, 1) we found out that during an audit that the money reported in their software doesn't match what was deposited by the tenants, so they were manipulating the data before we saw it in the software. 2) Now that we are switching to a new PM it has been struggle to get our Money out of their account.  Any suggestion would greatly be appreciated. We are still finalizing the negotiation with the new PM, so once we agreed on the logistic I want to ask them to not open a new account and connect their app-folio to our account so we would have control over the money.

[Caleb L.]

A lot of property managers around me use software like Buildium, Appfolio, Tenant Cloud, etc. To manage the properties. But, sense they're using the same account to manage as me, I can go into my Appfolio account, which is the software many PM use, and see what's going on.

When looking for a PM, make sure that they have good software that you can access anytime.