🎯 Goal
Log a completed deal from a disposal, capturing tenant or purchaser, deal terms, incentives, and heads of terms, so the transaction flows into your agency's pipeline, Atlas contribution and Agency Insights reporting.
We have created a quick start guide on closing off a transaction here.
❓ Why
Logging deals promptly is essential for lease-renewal workflows, comparables, and market-data contribution. A transaction that lives only in email or spreadsheets makes future work harder, when the landlord calls about a review five years on, the next agent on the account is rebuilding context from scratch. Logged in Kato, every deal feeds Work in Progress, Agency Insights, and Atlas automatically.
🔍 Overview
You can log a deal in two places:
From a disposal — when your own instruction has let or sold
From a requirement — when your applicant has acquired a property (including elsewhere)
Both flows end up in the same Transactions section for reporting.
Log a deal from a disposal
Open the disposal, click Actions in the top right, and choose either Record Letting or Record Sale.
Add the tenant or purchaser. If they're already on your schedule, click the button to see a list of interest schedule entries — selecting one links the tenant details automatically. If they're not, you can continue and add their details to the transaction later.
Select the space taken — individual floors/units or the whole disposal. Then enter the headline deal details, including:
Rent or capital value
Lease term and key dates
Incentives (rent-free period, capital contribution)
Net effective rent
Confidentiality / NDA status
Heads of terms file upload
Confirm where to unpublish from. Choose whether to archive the whole disposal or just the floors/units that have let.
Log a deal from a requirement
For tenant-rep deals, open the requirement, click Actions, and choose Complete requirement.
If the property they acquired is on your match schedule, select it directly. If not, enter the size and property details manually, you can associate a full property record after the transaction is created. Once completed, you can layer intel on the transaction.
If the requirement has completed on a property you weren't acting on, archive it so that your active requirement list stays clean.
📊 Quick Start (2 minutes)
From the disposal (or requirement), click Actions and choose the relevant record-deal option.
Link the tenant/purchaser from your schedule, or add manually.
Enter headline deal details, incentives, and upload HoTs.
Confirm whether to archive the whole disposal or just individual floors/units.
Save — the transaction feeds into your Work in Progress and reporting.
💡 Common mistakes and pro tips
Don't archive the whole disposal if only one floor has let. Archive the individual floor/unit so the remaining space stays on marketing.
Capture net effective rent, not just headline. Your ranking and Atlas contributions depend on it.
Mark confidentiality correctly. If the deal is under NDA, tick the confidentiality flag, it controls whether the record flows to Atlas.
Add lease event reminders on the transaction so rent reviews, breaks and expiries surface well ahead of time for follow-on business.
All archived requirements stay accessible. Use the status filter in the Requirements hub to see completed and archived records when you need them.
💬 Need Help?
Share feedback or get support:
📞 0203 772 8898