Templates that turn an AppFolio export into a decision

Every one of these started as something I built for my own portfolio because the report told me what happened and not what to do about it. Export, paste, work the list. No add-ons, no consultant, no Power BI licence.

Free

Delinquency Snapshot

Paste your AppFolio Delinquency report and get a ranked call list. Every tenant lands on one of five actions, from an informal call to a legal handoff, based on what they owe and how late it is.

Five-tier escalation ladder — legal, payment plan, pay-or-quit, courtesy notice, informal contact
Every threshold is yours to change; nothing is hardcoded
Portfolio totals, aging, and the ten largest balances on one tab
500 tenants, no macros, opens in Excel, Sheets, or Numbers

The ladder is the same one running in the collections system I use day to day. If your policy is stricter or looser, change six cells on the Settings tab and the whole list re-sorts.

Get the template

Your email, and it downloads on the next screen.

One email address, used to send you the file and the occasional template. No list rental, no drip sequence, unsubscribe whenever.

The paid ones

Buy once, use forever, on as many portfolios as you manage.

Renewal Pricing Sheet

$79

Paste your Lease Expiration Detail export. Get a proposed rent for every lease, the dates you're late on, and one page showing an owner what the renewals are worth.

Suggested rent from your own floor, your comps, and a cap you set
Unit comps beat property averages beat the export — with a trust score to throw out bad comps
Override any line; the increase, the annual impact and the owner summary all follow your number
Scenario table: what the whole book earns at a 3%, 5% or 7% floor
Merge any row into a ready-to-send renewal letter
400 leases

Coming soon

Turn Tracker

$49

Move-out to move-in as one pipeline, with days-vacant and a target you're measured against.

Every turn on one board, oldest first
Days vacant against your target, flagged when it slips
Billables and total billed per turn

Coming soon

Buying two or more? The $500 setup includes every template installed on your own data, so the bundle pays for itself.

Common questions

Do I need Power BI, Power Query, or anything else?: No. These are plain Excel workbooks using functions that have existed since 2007, so they also open in Google Sheets and Numbers. Export, paste, done.
My AppFolio export has a 'Base Report:' line at the top.: Delete that row so the column headers sit on top, then paste. AppFolio added that preamble in August 2026 and it trips up most templates.
What if my columns are in a different order?: Match them to the headers on the paste tab, or delete the columns you don't need. Both templates ship with one example row showing the expected format.
Can I use this on more than one portfolio?: Yes. One licence covers everything one property management company manages.
Does my tenant data go anywhere?: No. These are files on your computer. Nothing uploads, nothing phones home.

Or skip the spreadsheets

Apex does all of this against your live AppFolio data, updated every morning, for your whole team.

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