How to Access Portal / Sign In
01.
ACTIVATE YOUR ACCOUNT ONLINE
You'll receive an Online Portal Activation email or text message from AGM Real Estate Group. Click Activate Now in the email, or tap the link in the email, or tap the link in the text message to establish a strong password to activate your portal. You can also self sign up for the Online Portal through your property website by clicking "Activate Portal" on the menu. Click Request access to the portal and input your information. Bookmark, create a shortcut icon for the login page or download the mobile app so it is easy to return at any time. You will receive a confirmation email once your portal is activated.
03.
SET UP TWO FACTOR AUTHENTICATION
Enabling 2FA helps keep your Online Portal account secure in case your password is stolen. Login to your portal, navigate to the Account Profile tab. In the Two Factor Authentication section, check Enable Two Factor Authentication, and hit save. You'll need an authenticator app on your phone, (e.g. Authy). Use Authy on your phone to scan the QR code. You can also enter the authentication code manually in-app. Your Online Portal account should now be added to Authy. Enter the 6-digit code generated by Authy, and then hit Activate. Congratulations! 2FA is now activated for your account. If you have trouble signing into your account, please contact your property manager.
05.
RESET YOUR PASSWORD
1. Navigate to the Online Portal login page and click Forgot your password? 2. Enter your email address associated with your Online Portal. 3. An email with instructions to reset your password will be sent. Emails will only be sent if there is an active existing account. If the email is not in your inbox, please be sure to check spam for @appfolio.com emails. 4. Check your email and click the Reset Password button. 5. You will be directed back to the Online Portal login page. Now, enter a new password.
PAYMENTS
01.
MAKE A ONE TIME PAYMENT
If you see a message stating you cannot make online payments, please contact your property manager as this is a service they can choose to offer their tenants. On the Home or Payments tab, click Pay Now to make a one-time payment. If you have saved payment methods those will be displayed, or you can Create a New Payment Method. Select your preferred payment method: eCheck (direct withdrawal from bank account), or Credit/debit card (Apple Pay or direct). You can then enter the associated payment information and click Continue. Next, choose to make your payment in full or to edit the amount. If online payments are required to be made in full, the payment amount will not be editable. Review the Payment Date and Payment Balance information for accuracy. A transaction fee will also be displayed. Once you have verified all your payment information, click Make This Payment Now. You will receive a confirmation email once the payment is successfully submitted. The payment may take a few days to process and clear your account. If you didn’t receive a confirmation email your payment may not have been received, please reach out to your property manager.
02.
SET UP AUTO PAYMENT
If you see a message stating you cannot make online payments, please contact your property manager as this is a service they can choose to offer their residents. On the Home or Payments tab, click Set Up Autopay to create an automatically recurring payment If you have saved payment methods those will be displayed, or you can Create a New Payment Method. Select your preferred payment method: eCheck (direct withdrawal from bank account), or Credit/debit card (Apple Pay or direct). You can then enter the associated payment information and click Continue. Give the payment a name, select whether you want to pay a fixed amount or your outstanding balance, choose the payment start date. If you choose to pay an outstanding balance, you will also notice a field for maximum limit. You may proceed with the suggested amount or choose a new one. Click Create Autopay. You will receive a confirmation email when your payment processes. You can review your autopay details on the Payments tab of your Online Portal.
03.
HOW DO I STOP MY AUTO PAYMENT?
You can stop any future auto payments from processing by navigating to the Payments tab and locating the Scheduled Payments block. Select Delete on the auto payment you have created (you cannot delete payments created by your roommates). If you have already received a confirmation email that your payment has been processed this month when it shouldn’t have, you’ll need to reach out to your bank or credit card provider to issue a stop payment.
04.
HOW DO I SKIP MY AUTO PAYMENT FOR THIS MONTH?
To skip the next month's payment, navigate to the Payments tab and locate the Scheduled Payments block. click Skip this payment under the auto payment you have created (you cannot skip payments created by your roommates). The auto payment will resume after the skipped month.
05.
HOW DO I SKIP MY AUTO PAYMENT FOR THIS MONTH?
Navigate to the Payments tab and locate the Scheduled Payments block. Click Edit under the auto payment you have created (you cannot edit payments created by your roommates). Update the amount of the payment then click Save at the bottom of the page.
06.
HOW DO I CHANGE THE PAYMENT INFORMATION OF MY AUTO PAYMENT?
Navigate to the Payments tab and locate the Scheduled Payments block. Click Edit under the auto payment you have created (you cannot edit payments created by your roommates). Update the bank account or card information on file then click Save at the bottom of the page. If you are changing your auto payment from a credit/debit card to an eCheck (or vice versa), then you’ll need to delete your auto payment then create a new one.
07.
HOW DO I CHANGE MY AUTO PAYMENT MAXIMUM PAYMENT?
If you have an existing pay-in-full auto payment, you will be required to set a maximum limit in order to prevent payments of an unexpected amount. If you would like to change this amount, navigate to the Payments tab and locate the Scheduled Payments block. Click edit under the auto payment you have created. Update the maximum amount and then click Save at the bottom of the page. Updating the maximum limit can be done at any time.
08.
ARE TRANSACTION FEES INCLUDED IN THE AUTO PAYMENT MAXIMUM LIMIT?
No, transaction fees are not included in the maximum limit set on pay-in-full auto payments.
09.
I MADE A PAYMENT ONLINE BY MISTAKE. HOW DO I STOP THE PAYMENT?
Once a payment has been processed and you receive an email confirmation message, you will need to contact your bank or credit card provider to issue a stop payment. If you have an auto-payment set up, you may need to cancel any future payments.
10.
VIEW PAYMENT HISTORY
Click the Payments tab, then click View full account ledger to see a detailed account of all charges and payments posted to your account. Please contact your property manager if you have any questions about the transactions displayed.
11.
CAN I DELETE MY SAVED BANK ACCOUNT OR CARD?
Yes, click the Account Profile tab and locate the Saved Payment Methods block. Under the saved payment method details, click the red Delete then click Yes, Delete to confirm.
12.
IS THERE A FEE TO MAKE PAYMENTS ONLINE?
Transaction fees apply when paying online. You are notified of the fee amount before you submit the payment.
13.
HOW IS MY PAYMENT INFORMATION PROTECTED?
We take privacy and security seriously and invest in state of the art systems to protect payment information. A dedicated team monitors the security of our platform and infrastructure 24/7/365. All sensitive data is encrypted both in transit and at rest. Bank-grade security. Our security is regularly audited by third-party reviews. Security is baked into our software development lifecycle.
14.
IN MY PORTAL IT SAYS I CAN'T MAKE ONLINE PAYMENTS. WHY NOT?
Please contact your property manager, as this is a service they can choose whether or not to offer their residents. If you have received notice that you can pay by 'Certified Funds Only,' see below to learn about the payment options that may be available to you.
15.
WHAT ARE MY PAYMENT OPTIONS IF I RECEIVED A NOTICE TO PAY BY CERTIFIED FUNDS ONLY?
Certified Funds are a form of payment that is guaranteed to clear or settle by the company certifying the funds. Examples of certified fund payments include the following: Electronic Cash Payments - Your property manager can provide you with a unique and reusable payslip with a barcode to use when making cash payments at participating locations. The cost to make an electronic cash payments is $3.99 for up to $1,500.00 in cash. Cashier’s Check - Can be obtained from a bank or credit union Bank Money Order Cash Contact your property manager to learn more about which certified fund payment options they accept.
16.
WHERE CAN I FIND MY ELECTRONIC CASH PAYMENT SLIP?
You can find the electronic cash payment slip by navigating to the Payments tab, then clicking Download Payslip from the Electronic Cash Payments block. Alternatively, you may find your payslip as an attachment in your Shared Document tab.
17.
CAN MY PROPERTY MANAGER SEE ANY OF MY PAYMENT INFORMATION?
No. Your property manager cannot see any of the payment information you have saved or have previously entered.
18.
WHAT TYPE OF DEBIT OR CREDIT CARD CAN I USE?
Credit or debit card payments can be made from a Visa, Mastercard, JCB, Diners Club or Discover branded card from any country. American Express, gift cards, or prepaid cards are not accepted.
19.
WHAT TYPE OF BANK ACCOUNT CAN I USE TO PAY BY ECHECK?
You can use a personal or business checking or savings account. Make sure to enter the routing and account number exactly as they appear on your checks and confirm the account has sufficient funds before paying.
20.
WHAT IS THE MAXIMUM AMOUNT I CAN PAY WITH ECHECK?
You are shown the maximum you can pay while making an Online Payment in the Online Portal. If you receive the error message “Your payment amount is too large. Please contact your property manager, or try again later” you may have hit a limit we put in place for fraud protection. Please ask your property manager to contact AppFolio about the issue.
21.
WHAT IS THE MAXIMUM AMOUNT I CAN PAY WITH A CREDIT OR DEBIT CARD?
You are shown the maximum you can pay at the time of payment in the Online Portal. Please note, if your recurring charge amount increases or if you start paying for a new unit in the same Online Portal, the max allowed for a credit or debit card payment will not change. This only applies to payments made via credit or debit card, so you can switch to eCheck to pay a larger amount in one payment. To increase the max amount you're allowed to match your current recurring charge amount, please ask your property manager to contact AppFolio about the issue, but please know that your transaction fee will also increase.
22.
CAN I GET A PRINTED RECEIPT FOR MY PAYMENT?
Please contact your property manager and they can provide you with a receipt. Alternatively, if you have made an online payment, you will be sent an email confirmation and you can also see a record of your payments on the Account Ledger found in the Payments tab.
MAINTENANCE REQUEST
01.
HOW TO SUBMIT A MAINTENANCE REQUEST
Submit maintenance requests directly to your property manager along with photos of the issue. Please Note, if you do not see this task, contact your property manager as this feature may not be enabled for their account. Navigate to the Maintenance tab, and select Request Maintenance. Enter a detailed description of the issue, upload one or more photos of the item needing attention (must select multiple photos at once from computer or camera roll), decide whether or not to give the property manager permission to enter with their key, then click Submit Request. On the next screen, select when a maintenance tech can address your maintenance issue. If you choose to provide preferred times, select 3 or more time slots, then click Submit.
02.
HOW TO CHECK ON A MAINTENANCE REQUEST
You can view the high-level status of your maintenance request on the Maintenance tab. The status will range from received, to technician contacted, to technician scheduled, to completed. Select Check Status for a detailed view of all communication sent to you and a status timeline of your request.