Pricing, ease of use, responsiveness of support.

Easy to use, investors love it, and it is a great and efficient way to communicate with investors and distribute tax information.

Integrates nicely with Appfolio Property Management, so there's very little duplication of work.

The software is easy to use and helps me provide an attractive front-end to my investors. They have a single place to view all of their investments with my firm.

The onboarding process with AIM's team was incredibly easy and efficient. We've also received wonderful feedback from our investors regarding the owner portal.

For us the 2 greatest aspects of the platform are the ability to request features, edits, requests (big or small) and actually see them get implemented. The other is the customer service.

The Investor view is very good and easy to understand for the investor. Good overview with easy drill down.

So, a quick email or phone call resolves the issue in minutes. When there has been trouble it has come from the sister software of AppFolio Property Management.

Easy to use, support is super helpful with a quick response time.

An amazing software that is transitioning as needed.

We've quickly moved past 6-figure investors and well into 7-figure investors.

The customer support team has to be the single best part about the software. They are prompt and get to the bottom of all our questions quickly.

My investors love the portal and it makes my life exponentially easier versus manual and scattered investment tracking methods.

Overall it is a very positive experience. One of the best things about using any Appfolio software is the great team at Appfolio.

We haven't used the application long enough to discover many negative aspects of the software.

Difficulty in adding Notes as an investment type, though it is possible, its a little more complicated than equity.

Hands down the best experience we've had with a software provider. Their responsiveness, knowledge and overall thoroughness is critical.

The upload was easy, provides performance metrics, and easy communication. But, what we like most, is the great Customer Support they have provided.

The platform is extremely affordable. I am impressed with the constant upgrades and improvements that are being added as Appfolio continues to improve the program.

Experiencing difficulties with a few investors being able to set-up their log-in to the portal.

They're new to the game, which I like because the price is lower and their team is eager to improve. And we get to give our advice and feedback so the product is created in ways that fit our needs.

We also believe that our clients really appreciate having a portal where they can go to view all of their investments with us. Overall, AppFolio has been a really great asset to have for our business.

Site is sometimes slow but otherwise no major cons.

AppFolio  IM Provides Tremendous Value at a Great Price.

I like the immediate support responses. I like how this software is also utilized as an effective CRM.

Love it and it’s easy to use, our investors love it as well.

I find easy to search everything in the top bar, the help center has been of great help during my training and solved every issue in a blink of an eye.

Even worse, our accounting team managed investor reports via Excel reports which were cumbersome, time consuming to create, had errors, and we weren't always sure which was the latest version.

And sometimes a fund invests in a property. Investors in our fund have a more limited view of the property than someone who invests directly in the property.

The customer service is excellent, responsive, and quick to help solve issues or answer questions.

The user interface is intuitive and thus very easy to learn and make changes. Workflows are smooth and we feel like we can trust AIM as our system of record, full stop.

Appfolio customer service is great. This software works directly and integrates with Appfolio Property Manager software, which we have used for 8 years.

In addition to the outstanding customer service that accompanies the software, the software is user-friendly with the functionality we require.

Additionally, the ability to easily create distributions and print checks via Property Manager is a big plus for us. The support team is super friendly and helpful as well.

Our favorite feature is the investor portal which allows us to keep our equity partners up to date on all of our properties.

It is amazing to have a place to safely keep all of our investor information that can then be used to calculate distributions.

The customer service has been outstanding as well. They are always helpful and quick to respond.

Great user support and a very responsive product development team. The platform has robustly boosted our efficiency and streamlined our investor communications.

We were provided with limited information and had to rely on customer service to get through the early stages.

Whenever I have questions I receive thorough answers promptly, which is very helpful.

However, AppFolio has been awesome in listening to reasonable requests which make the product better and hence they roll out new features often. This to me is very valuable.

My firm already uses AppFolio Property Manager, so it was an easy decision to add Investment Management, and the integration is seamless.

Software also allows us to take care of a lot of the back end accounting and tracking for our real estate investment, membership capital, quarterly distributions, as well as communication hub.

It is a great product which helps taking care of tenants and finances. I daily use it and the more I do, the more I like it.

The format was a little hard for me to get used to, but once I caught on it was a great way to keep forms organized. Printing forms, emailing, or sending for e-signatures was so easy.

It's easy to use and the new dashboard display is much better. Overall for the price it doesn't the job.

It is nice to have all the forms I need in one location.

It is good for electronic signature requests. Once I integrated more features into my process, I leveled up to Total Brokerage.

I found that Form Simplicity was the easiest platform I was exposed to early in my career and it has only improved over the last few years. I'm very grateful for this platform and the easy of use.

This is a great program to use when needing to do work quickly and efficiently.

I sometimes had difficulty quickly finding what I was looking for. Probably user error, however.

Form Simplicity came free with my Miami Realtor Subscription. It works nicely with MLS listing numbers and all pre-set forms are accessible through a quick search.

Creates folders of documents that you use on a regular basis. Gives you automatic updates to any form changes and the best feature is the e-sign for documents.

The signing process is an awful mess and hard to use. It goes down constantly.

It does a good job of presenting template files. Large attachment size is nice.

Probably the only thing that is annoying is the upgrades.

Very satisfied with the software. There is enough I can do with it as opposed to what I can't do.

The only dislike I have about Form Simplicity is the new update they installed.

It's great to have everything in one place and track all the steps. Very important in real estate.

Either the older version or the newer version make it simple for end users to navigate the system. Ease of use makes this a great application.

The ease of uploading and previewing files as well as the e-sign integration.

The ease of use is good from my end, good customer service.

If there's a problem they get frustrated. I do not like to see my clients frustrated.

It helps me keep all my contracts and organize them to my liking. It also helps me manage and edit any contracts.

I like the fact that we are able to create our own files for future transactions.

Also searching with the homes' folio number doesn't work well.

I like that it is the most client friendly electronic signature platform I have used. My clients find it very user friendly as well.

Easy to learn to use, videos and webinars were a great help. Still learning new options to use.

Very low amount of customization. Poor pipeline management.

This was one of the tools I took for granted while I was doing real estate. It was easy to use, and it looked professional for my clients.

System updates that can be difficult to initially navigate.

They are usually good, however, it means I have to stop & re-learn a small process change. Just by basic impatient nature when it comes to technology.

US Dollar

AppFolio Investment Manager is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations.

In other words, we are...

A modernized portal that helps you stay ahead of changing investor expectations and personalizes your investor experiences at scale.

A streamlined workflow that automates your internal investment operations while adding an extra layer of accuracy and security

A single source of truth that fuels thoughtful transparency for your teams and your investors.

AppFolio Investment Manager aims to be your technology partner. When you succeed, we succeed.

Our award-winning customer success team has designed a simple system to help you throughout onboarding and implementation. Once you are up and running, you will have a dedicated customer success manager for continuous support and 24/7 access to our online help center. 



LongDescription

Real Time Analytics

Status Tracking

Fee Management

Lead Capture

Performance Management

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

For Investors & Traders

Data Synchronization

Referral Tracking

Task Scheduling

Electronic Signature

Transaction History

Portfolio Management

Pipeline Management

Real Estate

Customer Database

Template Management

Data Import/Export

Email Tracking

Risk Management

Accounting

Lead Generation

Email Templates

Self Service Portal

Contact Management

Lead Management

Email Marketing

Mobile Access

Real Time Data

Performance Metrics

Client Portal

Real Time Notifications

Workflow Management

Email Management

Visual Analytics

File Sharing

Alerts/Notifications

Reporting & Statistics

Segmentation

Reminders

Deal Management

Customizable Templates

Client/Property Matching

Investments Tracking

Interaction Tracking

Real Time Reporting

Asset Lifecycle Management

Compliance Tracking

Reporting/Analytics

Contact Database

Appointment Management

Summary Reports

Fund Management

Client Management

Third Party Integrations

Appointment Scheduling

Task Management

Campaign Management

Document Management

CRM Integration

Transaction Management

For Real Estate

Data Visualization

For Commercial Real Estate

Transparent pricing designed for your business. Pricing starts at $700/MONTH.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

AppFolio Investment Manager

In Person

Live Online

Webinars

Documentation

Videos

Transaction management software helps real estate professionals connect remotely and allows both professionals and consumers to ditch a paper-intensive process.

Form Simplicity (SaaS) is a nationally trusted system that helps associations, MLSs, and brokerages save time while increasing productivity. Owned and operated by Florida Realtors®.

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