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HOA Assist: Leveraging AppFolio for Enhanced Customer Experience and Business Growth
Technology Category
- Sensors - Level Sensors
Applicable Industries
- Buildings
- Education
Use Cases
- Inventory Management
- Time Sensitive Networking
Services
- Training
The Challenge
HOA Assist, a financial services company for Homeowners Associations (HOAs), was founded by Daniel Stedman and Mitch Gassen to fill a gap in the market for self-managed community associations. They aimed to provide financial services and education to these associations, empowering them and fostering a sense of connection. However, they faced significant challenges with their existing software. It was difficult to use, lacked adequate support, and was inefficient, making it harder for them to meet their customers' needs and achieve their business goals. The software was not cloud-based, limiting its accessibility and functionality. The customer portal was also problematic, with feedback from clients indicating that it was hard to use. When they reached out for support, they often wouldn't hear back for weeks, leading to frustration and a pressing need for change.
About The Customer
HOA Assist is a financial services company that primarily serves self-managed community associations. Unlike traditional management companies, HOA Assist focuses on providing financial services and education to these associations, empowering them to manage their communities effectively. The company was founded by Daniel Stedman and Mitch Gassen, who recognized a gap in the market and a need for better support and education for self-managed HOAs. They manage over 4,000 units across more than 85 associations. Their mission is to eliminate confusion and provide clarity for people living in HOAs, many of whom are frustrated due to a lack of understanding of how HOAs work.
The Solution
In search of a more efficient and user-friendly solution, HOA Assist switched to AppFolio Property Manager. This software was chosen for its simplicity, ease of use, and continuous innovation. AppFolio offered a customer portal that clients could be proud of and resources and training materials that the staff needed. The software was cloud-based, allowing for greater flexibility and accessibility. The onboarding process with AppFolio was smooth, with clear expectations and a high level of professionalism. AppFolio also automated many of HOA Assist's processes, such as creating and sending out mailings to homeowners and board members. This automation boosted efficiency, saved time, and strengthened communications. With AppFolio, HOA Assist found a technology partner that listened to their feedback and prioritized their business needs.
Operational Impact
Quantitative Benefit
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