Internal · AppFolio Data Quality Monitor
Admin · AppFolio DQ

AppFolio Data Quality Monitor

Nightly checks on the 12 data domains AppFolio is the system-of-record for. Catches sync failures, GL miscodes, owner-name drift, balance disagreements, and bank-rec gaps before they reach owners or auditors. Last 90 days: 99.6% data-integrity score.

96%

Portfolio data-quality score · today

Composite score across 12 data-quality dimensions. Healthy >94% · Watch 90–94% · Action <90%.

Last sync: today 4:18 AM · next: tomorrow 4:00 AM · 28 records flagged for human review.

Per-domain health

Owner roster ↔ AppFolio

99.7%3,402 / 3,418 verified

Ledger ↔ AppFolio

99.9%$0.18 cents drift across all assoc

GL coding

94.2%22 lines flagged for re-class

Bank rec

99.4%2 timing diffs · cleared T+1

Vendor 1099 W-9

98.5%2 missing TINs · request sent

Owner email/phone

96.8%14 bouncing · stale-flag in workflow

Special assessments

100%all on schedule · no posting drift

Late fee posting

99.1%3 mis-applied · auto-corrected

Move-in/out dates

92%3 closings missing portal-account flip

Estoppel cert ↔ ledger

100%ties to penny on every cert YTD

Reserve transfer cadence

99.8%monthly schedule fired clean

Charge-categorization

95.4%14 ambiguous · manager review

Active alerts

Sev
Issue
Domain
Detected
Status
med
Reed MG B-7 · name mismatch
Property Appraiser shows "Reed Family Trust" · AppFolio shows individual
Owner roster
3 days ago
trust cert needed
Open →
med
Bug-Out Pest · 12-property allocation drift
Per-unit allocation rounded inconsistently · $0.34 short across portfolio
GL coding
Today 4:22 AM
manager review
Open →
med
Magnolia Grove · 2 vendors missing TIN
Reyes Hardware · Acme Locksmith. 1099-NEC at risk if not collected by Dec.
Vendor 1099
2 days ago
W-9 requested
Open →
med
14 owners with bouncing email
Cross-property · already flagged in stale-contact workflow.
Owner email
Today 4:18 AM
stale workflow
Open →
med
3 closings · portal account not provisioned
Patel CV #312 · Foster MG A-2 · Whitfield CV #104. Auto-trigger missed.
Move-in/out
Today 4:18 AM
manager fix
Open →
low
Lakes at Killearn · $0.18 ledger drift
Cumulative rounding error across 148 unit ledgers · resolved today
Ledger ↔ AppFolio
3 days ago
resolved
Open →
low
Late fee mis-applied · 3 owners
Auto-applied during 30-day cycle when in active workout · auto-reversed
Late fee
5 days ago
auto-corrected
Open →

Sync history · last 30 days

DateRecordsErrorsDQ scoreNotes
May 7 · 4:18 AM3,4180 hard · 28 flagged96%Routine · 14 contact-stale + 5 transfer flags + 9 W-9 / TIN.
May 6 · 4:08 AM3,4180 hard96%Routine.
May 5 · 4:14 AM3,4181 hard · ledger drift94%Lakes $0.18 drift · resolved Wednesday.
May 4 · 4:22 AM3,418097%Routine.
May 3 · 4:18 AM3,4200 hard · 1 flagged96%OPV new owner not yet synced.
May 2 · 4:11 AM3,418097%Routine.
May 1 · 4:14 AM3,4202 hard91%End-of-month posting collision · resolved by 9 AM.

Workflow

Nightly sweep · 4:00 AM

AppFolio CSV export pulled. 12 domain checks run. Discrepancies posted to alert queue. Email digest to ops director by 5:30 AM (read-and-acknowledge required for hard errors).

Triage rules

Hard error (ledger drift >$1, missing TIN, balance disagreement) = AGF + ops director ping. Soft flag (stale email, W-9 needed) = manager queue. Most resolved by close of business.

Auto-corrections

Known-pattern fixes (late fee on workout owner, allocation rounding, transfer-flag) auto-correct + log. Tizi reviews patterns monthly to add new auto-fixes.

End-of-month tightening

Last-3-days-of-month run a tighter sweep + a per-association close checklist before financials publish. Catches the timing collisions that cause month-end variance memos.

Audit-grade history

Every alert + resolution stored 7 years. Auditor pulls the DQ history during annual audit; demonstrably more defensible than "yes we checked."

SLA dashboard

Per-domain SLAs (ledger drift cleared T+1 · stale email actioned T+5d · TIN collected T+30d). Misses surface in leadership weekly digest. Drives accountability.

Replaces

The auditor finding $14 of mis-coded GL during August fieldwork. The owner who calls because their portal balance disagreed with their statement. The 1099 vendor whose missing TIN we discovered in late January. The mid-month panic when a NOLA was sent against the wrong unit owner.

Tied to

AppFolio sync · AppFolio Stack tracker · Owner verification · Bill Pay · Owner Ledger · Audit Prep · Annual Report.