Our AppFolio Integration
Easy, integrated banking for property managers
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We recently announced our partnership with AppFolio, a technology leader powering the future of the real estate industry. As an AppFolio Stack™ App Partner, this integration will help our property management clients streamline reconciliation and reporting through access to account tools and transactions directly within the AppFolio Performance Platform.
Read more about this exciting partnership in the press release.
The software integration will be made available to clients who are current AppFolio users. If you would like to receive more information related to the launch of the integration, please reach out to your Relationship Manager or fill out the form below to be connected with our Property Management Banking team.
Frequently Asked Questions
General Partnership
What does it mean for Enterprise Bank & Trust to be an AppFolio Stack App Partner?
It means we have partnered with AppFolio to develop an integration for a unified experience.
How does this partnership differ from a standard banking relationship?
This partnership goes beyond basic banking by creating a data bridge that allows you to perform the majority of banking functions directly within the AppFolio platform.
Will this partnership change how I currently interact with my Enterprise Relationship Manager?
No, you will still have the same dedicated support, but your Relationship Manager will be able to help you optimize your AppFolio experience.
Value & Workflow Benefits
How will this integration simplify my daily property management workflows?
It will automate the flow of transaction data, reducing the need for manual file uploads and spreadsheet tracking.
Can I expect faster reconciliation of my trust and operating accounts?
Yes, once this feature is available, regular syncing in 15-minute intervals will allow for daily reconciliation, helping you catch errors or discrepancies.
How will this help my company maintain compliance with state regulations?
By helping ensure accuracy between your bank balances and AppFolio records, the integration simplifies the generation of audit-ready reports.
Implementation & Launch Timeline
When will the integration be officially available for me to use?
We expect to launch the integration in mid-to-late 2026, with additional capabilities rolling out subsequently.
What are the prerequisites for my accounts to be eligible?
You will need an active AppFolio subscription and a business checking or trust account with Enterprise Bank & Trust’s Property Management Banking.
Is there an additional cost from AppFolio for the integration?
The integration is available to AppFolio residential customers at no additional cost from AppFolio.
How do I sign up to be notified as soon as the integration is live?
Register your interest by completing the form at the bottom of this page.
Technical & Integration Specifics
Does this integration use a direct API connection or a third-party aggregator?
We utilize a direct connection to the AppFolio Stack APIs to ensure the highest levels of speed, reliability and data integrity.
Which specific data points will sync between Enterprise and AppFolio?
The integration will sync cleared transactions, pending deposits and real-time ledger balances.
How does the integration handle Positive Pay and other fraud prevention tools?
Our integration is built to work alongside our existing fraud prevention suite, ensuring your accounts remain protected.
Who will have access to my banking data once connected?
Only authorized users within your AppFolio account will be able to view the synced data, as determined by your internal permissions.
Meet the Team
Allison Disarro
SVP, Specialty Banking Relationship Manager, PM Business Lead
Allison is one of the nation’s leading industry specialists. Allison leads our Property Management Banking division, which banks thousands of management companies and ensures client trust funds are protected accordingly. She often teaches on this subject and acts as a resource for management companies, auditors, consultants, software companies and bookkeeping personnel.
Jermee Jones
SVP, Specialty Banking Relationship Manager
Jermee brings nearly 20 years of deep financial expertise to the property management sector. He tailors treasury and trust account solutions that help property managers streamline their cash flow and scale their portfolios with confidence. Jermee is a committed advocate for his clients, providing the high-touch service and industry insight needed to thrive in a complex regulatory landscape.
Marshall Fulton
SVP, Specialty Banking Relationship Manager
Marshall is passionate about setting up and maintaining compliant trust accounts for the property management and short-term rental industries. With extensive expertise in property management banking and portfolio M&A, he helps clients navigate complex financial landscapes with specialized industry knowledge and as a trusted advisor for management companies across the country.
Sign Up
Fill out the form to join the wait list for the AppFolio integration.