Overview
Portfolios in Revela serve as an organized view of properties. The Portfolios section groups properties together for easier navigation and management. Each portfolio contains key statistics and access to individual property profiles. Within a property, users can view and manage units, leases, maintenance, documents, and other essential details—making Portfolios a central hub for overseeing property performance and operations.
Managing Portfolios in Revela
Depending on your user permissions and which property or properties you are responsible for managing, you will see a different list of either properties, portfolios or a property when you click on the Portfolios tab.
If you manage multiple groups of properties, you will likely see a page that has the different groups, with statistics about each Portfolio:
If you manage a group of properties, you will see a page that has each property broken out into individual Property cards:
By clicking a property, you will see a page that immediately takes you into the Property’s Profile, which will look like this:
Viewing Property Information
To view information about a specific property, click on that Property’s Card. From here you’ll see the Property’s Profile:
- The property type
- The ‘Actions’ button gives you the ability to Add a new Unit or Edit the Property
- This section of the page shows you quick statistics about the property. These statistics are customizable, so your company’s Key Performance Indicators (KPIs) may be different from the ones shown above.
- The tabs within the Property Profile show a variety of information about the property:
- Units display a quick view of all units, their tenants, when the current lease expires, what the rent is, what the listed market rate is, the square footage and the unit’s current status, which could be Vacant, Occupied, or Down.
- Floorplans show a list of all the floor plans available at the property. On this page you can click on a floor plan and update its market rate or other characteristics.
- Parking shows a list of all Tenant vehicles, including make, model and license plate. By clicking on a vehicle, you can see which lot it is parked in and adjust parking rates.
- Maintenance shows a list of all maintenance tickets and work orders associated with the property.
- Documents shows a list of all the documents associated with the property. Think of this space as a digital folder to quickly access any documents you may need.
- Owners shows a list of the property’s owners. Depending on your user permissions you may not see this tab.
- Compliance is related to properties that have received a subsidy from a federal agency, and shows the current compliance of the property and provides a convenient way to create Special Claims.
- The Filter button on the table allows you to search within the property’s table for a specific tenant or unit easily without leaving the page.
- The table is a sortable database of all relevant information about all the units at the property.
Understanding Units
By clicking on a Unit Name in the table, you’ll be directed to the Unit Profile. The Unit Profile will include the following information:
- Unit Name and Current Status (i.e. Occupied, Vacant)
- Actions dropdown
- Schedule Downtime
Scheduling downtime for a unit removes makes the unit unavailable to be leased for a specific period of time when it is unoccupied. Use this feature if/when the unit is being turned, renovated or is otherwise not move-in ready. - Add Room
This allows you to add a Room to a unit, if applicable. Inspection template questions can be configured in order to align with the rooms available on a specific unit (i.e. foyer, living room, office, etc.) - New Inspection
You can create an inspection for a specific unit directly from the Unit Profile - Edit
Editing a unit allows a user with the appropriate permissions to change the Unit’s name, floor plan information and more. - Delete
Deleting a unit removes it from the property. Generally only system administrators have the permissions to delete units. - Archive
If a unit is no longer under your management, it can be archived.
- Schedule Downtime
- Unit Tabs
- Overview
The Unit tab shows high level information including the Unit’s address, floor plan, and current tenant. - Transactions
Transactions shows a list of all transactions associated with that unit. - Leases
The Leases tab shows the current, previous and upcoming leases for the unit. - Maintenance
The maintenance tab shows a list of maintenance tickets/work orders associated with that unit. - Rooms
This section will reflect any common spaces or areas (i.e. office spaces, laundry rooms, hallways, etc.) that have been added to the unit - Information
Information includes any property-specific information you would like to add for future reference
- Overview
Additional Property Details
Revela allows users to save information regarding the property such as common areas, staff contact information, etc. This information can be updated at any time by navigating to Portfolios and selecting the correct portfolio. Select the correct property and use the tabs within the property to update fields.
Rooms/Spaces - This section allows you to add common spaces within the house/property. Select Actions > Add Room to create a common space.
Enter the required information to save the common space.
Information - This section contains any notes and/or custom information the house/property is looking to save for future reference. This can include contact information, mailing addresses, etc. Custom data fields can be updated to suit the needs of your business. To learn more about how custom data fields can be imported on your property, please reach out to your Customer Success Manager or Implementation Manager (IM).
To update this information select Actions > Edit.
When editing, you can update any information necessary from the available custom fields. Don’t forget to select Update Property at the bottom of the page.
Document Storage - Revela offers the ability to save property documents within the property section. To add a document, review the available folders and select which one you would like to open.
Once you select a folder, you can upload a document by dragging and dropping the document into the Revela window, or select Upload Document.
