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What is M.Folio?

The contactless eBOL experience goes beyond simply converting physical paperwork into digital formats and implementing electronic signatures. By utilizing M.Folio, the synchronization of drivers improves throughput, reduces wait times, enhances load visibility, and optimizes the efficiency of facility labor. Picture a yard where drivers can quickly swap trailers through self-service technologies, eliminating the need for conventional guard shacks and office personnel. This cutting-edge setting allows partners to receive real-time updates on documents, data, and statuses via flexible APIs. Each document is entirely digital and seamlessly integrated into automated workflows that adeptly address real-world challenges. The self-service methods not only eradicate the need for face-to-face interactions but also alleviate the burdens associated with printing, organizing, and storing physical documents. The customizable workflow is designed to handle a variety of real-world situations and exceptions, while eSignatures can be easily captured on mobile phones, tablets, or kiosks. Furthermore, sophisticated AI aids in organizing documents and provides powerful search functionalities, all supported by cloud storage that guarantees round-the-clock access from any device. This advancement in logistics technology not only enhances operational efficiency but also significantly alters the overall experience of business operations, paving the way for a more streamlined future.

What is AppFolio Investment Management?

AppFolio Investment Manager is a comprehensive, cloud-based software designed for managing real estate investments all in one place. This platform, which requires just a single login, provides a range of powerful and adaptable tools that make fund and syndication management more straightforward. With its self-service Investor Portal, investors can effortlessly navigate through dashboards and utilize a sophisticated CRM system, enhancing their fundraising efforts and improving communication with their stakeholders. Developed by the acclaimed AppFolio Property team, this portal is designed for user convenience, allowing investors to access their investment summaries and asset details around the clock. It showcases not only the total capital invested but also the amounts that have been distributed, ensuring that investors are fully informed at all times. The AppFolio Investor Portal also facilitates quick access to reports, tax forms, and other essential documents, while providing a secure way to sign agreements. Overall, the platform is tailored to meet the diverse needs of real estate investors, ensuring they have the tools necessary to succeed.

Media

Media

Integrations Supported

PATLive
Vyzer

Integrations Supported

PATLive
Vyzer

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$600 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

MacGregor Partners

Date Founded

2012

Company Location

United States

Company Website

macgregorpartners.com/m-platform-solutions/ebol-driver-orchestration/

Company Facts

Organization Name

AppFolio

Company Location

United States

Company Website

www.appfolioinvestmentmanagement.com

Categories and Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Yard Management

Dispatch Management
Dock Management
Exception Alerts
Gate/Access Control
Maintenance Management
Seal Management
Task Management
Trailer Management
Workflow Management

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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