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AppFolio helped All Pro Capital expand and handle more projects for more investors .
Focused primarily in the self-storage and multifamily sectors , the All Pro Capital team was an early adopter of investment management systems , hoping they would empower the company ’ s growth . But over time , Bettis discovered that the system they initially chose wasn ’ t the right option to support the company ’ s evolving needs . The longer the team used its initial system , the less support they received .
All Pro Capital ’ s consistent investment success meant they were paying investors quarterly on all tasks . Bettis needed a solution that had an easy-to-use waterfall feature to ensure investors were receiving the right amount of earnings on time . AppFolio Investment Management was the perfect fit .
“ With AppFolio , it ’ s been much easier to keep investors happy ,” Bettis says . “ With our previous system , investors didn ’ t have clear insight into the investment information they needed . They often had to call in to ask for their balances or K-1s , meaning we needed staff available to answer calls and provide support . But now , investors can find all the information they need . When investors use the intuitive dashboard , accessing important investment information is much more convenient for them . In fact , many of our clients have mentioned that we should be touting that capability as evidence of how we put customers first .”
In making the switch from the previous vendor to AppFolio , All Pro Capital saw an immediate boost in support . They received personalized service with quick response times , keeping All Pro Capital and its investors happy .
“ Alongside the waterfall system , one of the biggest upgrades for our team is the presentation of our management dashboard , which shows data on all our investments and investors ,” Bettis says . “ With our previous vendor , we had to sort and filter the data ourselves to find the information we needed . The dashboard wasn ’ t presented in a way that was easy to understand and accessible . AppFolio ’ s responsive and intuitive dashboard gives our team a clear visualization of the data we needed at a moment ’ s notice .”
As All Pro Capital scaled its company , the AppFolio Investment Management system has become an integral part of that growth . Those potential challenges — maintaining accurate deal information and incrementally improving investor relations — are solved by AppFolio .
Jon Walker Co-founder and chief technology officer of AppFolio
Contact him at marketing @ appfolio . com .
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To learn more about CCIM Institute ’ s Industry Sponsor opportunities , contact Heather Macaluso at heather . macaluso @ theygsgroup . com or + 1 ( 717 ) 430-2224 .
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CIREMAGAZINE . COM COMMERCIAL INVESTMENT REAL ESTATE MAGAZINE 43