Enhancing Your Operations with Expert AppFolio Support in 2026

As we move into 2026, property managers are under growing pressure to streamline operations, reduce errors and maximize efficiency. AppFolio offers powerful tools that make managing portfolios easier, but the platform only delivers its full value when implemented and optimized correctly.d.  From financial accuracy to automation and training, optimizing AppFolio can set the stage for a stronger year ahead. 

Whether you're experiencing accounting issues, workflow bottlenecks, or need expert guidance on automation and reporting, working with an AppFolio consultant ensures your system is configured for long-term success. 

Below is your guide to making AppFolio work smarter for your organization, and how partnering with REdirect can transform your operations in 2026. 

Financial Diagnostics: Keep Your AppFolio Accounting on Track 

Accurate financials are the foundation of effective property management. Regularly visiting AppFolio’s diagnostics page will help you monitor the health of your database and spot costly accounting mistakes that can potentially lead to hours of troubleshooting and cleanup. This page also helps ensure that bank reconciliations remain current, giving you confidence in your financial reporting. 

With structured reviews and cleanup, our expert consultants prevent costly accounting errors and ensure your financial reporting remains audit ready. 

Automation & Workflows: Maximize Efficiency with AppFolio RealmX 

AppFolio’s RealmX flows take automation to the next level, helping teams save time by automating repetitive tasks and reducing manual errors. RealmX performers can interact with prospects and provide tenants with key information—no coding required. The RealmX  Assistant can also execute tasks and guide users through menus, making daily operations smoother and more intuitive. 

While RealmX is a no-code, out-of-the-box automation tool, configuring performers, building flows, and testing them thoroughly can still be time-consuming—especially when aligning automation with real-world daily workflows. 

Our experts help assess your operational processes and configure RealmX flows that align with your team’s needs, streamline tasks, and ensure automation is implemented effectively and efficiently. 

Upgrade to AppFolio Property Manager Plus 

As your portfolio grows, so do your operational and reporting needs. Moving from Core to AppFolio Property Manager Plus—or further to Max—doesn’t mean learning a whole new system; AppFolio simply turns on additional capabilities. The real value comes from how those new tools are configured, rolled out, and adopted by your team. That’s  where REdirect helps you translate new features into better processes, controls, and insights. 

AppFolio Property Manager Plus adds to Core: 

• Affordable housing capabilities 

• Advanced budgeting & accounting 

• Advanced data analysis 

• Realm-X Flows for more sophisticated automation 

• AppFolio Stack™ Premium integrations (including options such as Rently, HappyCo, and Conservice) 

• Scale & control features for larger, growing teams 

• AppFolio API (read only) 

• Enhanced support 

AppFolio Property Manager Max builds on Plus with: 

• Leasing CRM for deeper pipeline and relationship management 

• Leasing Signals for better visibility into leasing performance 

• AppFolio API (read/write) to integrate AppFolio more tightly into your tech stack 

• Dedicated customer success management 

REdirect helps you decide whether Plus or Max is the right fit for your business, then supports you with setup, configuration, and training so your team fully leverages the new capabilities and your upgrade translates into real operational gains. 

Reporting & Analytics: Turn Your AppFolio Data Into Insights 

Data-driven decisions are easier with AppFolio’s built-in reporting tools. AppFolio Property Manager comes standard with reporting and analytic tools that provide a snapshot of how your portfolio is performing.  

With Report Builder you can save custom reporting views and eliminate redundant monthly tasks. For deeper insights, AppFolio Plus Report Connection lets you export reports into Excel, where you can build custom dashboards and reporting packets that are easily refreshed with a single click. This empowers your team to track performance and share insights effortlessly. 

Our expert AppFolio consultants build tailored reporting suites that provide real-time visibility into performance, revenue, and compliance. 

Training: Empower Your Team with AppFolio Expertise 

Technology is only as effective as the people using it. While AppFolio provides a library of training materials, supplement with live training. Whether onboarding new hires or refreshing existing teams, our experts deliver tailored sessions that align with your business needs and workflows. 

Why Choose REdirect for AppFolio Consulting 

REdirect is a leading global provider of real estate technology consulting and support services, and our work with AppFolio is rooted in a shared commitment to innovation, efficiency, and exceptional client outcomes. As an official AppFolio Stack Solution Partner, we bring together AppFolio’s industry-leading platform and REdirect’s real estate technology expertise to help teams unlock more possibilities for their business. 

Focused on Streamlining Operations 

AppFolio’s comprehensive cloud-based platform centralizes accounting, marketing, leasing, and maintenance, delivering an end-to-end solution for property management. REdirect supports this by guiding teams through software transitions and helping them improve performance on AppFolio’s single platform. 

Aligned with Innovation and AI 

AppFolio provides one powerful platform to harness the latest advancements in generative AI and transform how teams work. REdirect shares this forward-thinking approach, believing that effective technology implementation enables real estate companies to operate more efficiently and focus on what matters most. 

Committed to Client Success 

REdirect is committed to delivering best-in-class technology solutions that drive success for real estate professionals. AppFolio’s innovation and dedication to delivering value align with our mission to help clients achieve greater efficiency, growth, and clarity in their operations.

How We Can Help: Comprehensive AppFolio Consulting Services 

Optimizing AppFolio isn’t just about knowing the features; it’s about applying them strategically. That’s where REdirect comes in. Our team provides hands-on support across all areas of the platform to help you get the most out of your system. Our Offerings include: 

• Business Process Review (BPR) with Diagnostic Review/Cleanup 

• Report and Dashboard Customization 

• Workflow Design & AI Tools 

• Upgrades 

• Leases and Addendums 

• Training 

• Help Desk 

By partnering with REdirect you can rely on a team that understands both the technology and the business of property management. Together, we’ll ensure your AppFolio setup is optimized for 2026, so you can focus on growth, efficiency, and delivering exceptional customer service.