Overview
Purpose: This guide explains how to manually fill out an application for a prospect when you have their information or are assisting them in the leasing office.
Target Audience: Leasing agents, property managers, and admins.
Step-by-Step
Step 1: Start a New Application
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Navigate to Operations (left menu) > Leasing tab (top toolbar) in Revela
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Select New Application toward the top right of the screen
Step 2: Select the Property and Unit
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Choose the property and unit that the prospect wishes to apply to
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After selecting the property and unit, the option to Fill Out Now will become selectable
Step 3: Enter Prospect Information
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Fill out the application form with the prospect’s details, including:
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Personal information (e.g., name, contact details)
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Required documentation or preferences
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Complete all mandatory fields to ensure the application is valid
Step 4: Finalize the Application
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Review the completed application with the prospect to ensure accuracy
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Have the prospect sign the application using the mouse on your computer
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Submit the application to initiate the background check and approval process
Best Practices, Tips, and Notes
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If assisting the prospect in person, confirm their details before submission to avoid errors
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Use the Fill Out Now option to streamline the process and avoid delays
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Ensure you have the correct property and unit selected to prevent misapplication
Common Issues & Troubleshooting
Issue 1: The ‘Fill Out Now’ option is not highlighted
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Solution: Ensure a property and unit are selected before proceeding
Issue 2: Missing information prevents submission
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Solution: Double-check all required fields and ensure they are completed