AppFolio
Explore 550+ workflows. Pick one, or build a custom one from scratch.
Where AppFolio stops and the screen work starts
AppFolio does a lot natively, from Smart Bill Entry to Auto Bank Reconciliation, and its Realm-X Performers act on AppFolio records. API access follows the plan: none listed on Core, read-only on Plus, read/write on Max. On every plan, the work that crosses into email, bank portals, screening results and owner spreadsheets stays manual.
What agents do in AppFolio
The agent signs in as your staff, so a Core customer can automate without buying API access. Product →
- Guest card to lease. Enter phone and walk-in leads, send applications, and check the file is complete; approval stays human.
- Unit Turn Board. Open make-ready work orders from the move-out inspection, attach photos and keep turn status current.
- Owner packets. Check every report's period before a packet goes out.
- Bill exceptions. Take the bills Smart Bill Entry cannot finish, the ones needing a work order match or a coding call.
- Daily cash. Tie the deposit and check registers to the bank portal.
- Bulk charges. Build the Bulk Tenant Charges upload from a spreadsheet and check each ledger.
The apps around it
These sit around AppFolio for most property teams.
- Bank portals
- Utility provider sites
- Screening services
- Listing sites
- Lula
- Stack Marketplace apps
- Excel
- Outlook
Explore every workflow on the map
AppFolio touches all 595 property management workflows in the Process Atlas. Open the map to see every one by area, with roles and systems.
- 595
- workflows on the map
- 17
- functional areas
- 1,253k
- estimated hours a year
Questions
Can the agent post a spreadsheet of charges on Core?
Yes. It builds the Bulk Tenant Charges upload or enters charges on screen, then checks each ledger against the source.
Can the agent work beside the Realm-X Maintenance Performer?
Yes. Let the Performer keep the resident conversations it handles; give the agent the steps outside AppFolio.
Why did an owner packet show last month's numbers?
A saved report was locked to its dates. Remove the lock so the range follows the period, and check every report before sending.
Explore related ERP and process automation
More in Systems
- Yardi VoyagerProperty Management
- RealPageExplore 550+ workflows. Pick one, or build a custom one from scratch.
- MRI Property Management XExplore 550+ workflows. Pick one, or build a custom one from scratch.
- EntrataExplore 550+ workflows. Pick one, or build a custom one from scratch.
- BuildiumExplore 550+ workflows. Pick one, or build a custom one from scratch.
No prompts. No babysitting. No Integrations.