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Step 9: Society Marketplace

Written by Max Kemplen

🎯 Goal

Connect with your Society marketplace using Kato. Publish your disposal and your requirement instructions to the society to get deals moving fast!


❓ Why

The Society Marketplace helps you share disposals, discover live requirements, and collaborate with other agents in your market. By publishing to Society, your disposal becomes visible to the right members, while the marketplace gives you a live view of available stock, occupier demand, member activity, and upcoming events.

🔍 What's covered

  • Publishing a disposal to Society

  • Reviewing and previewing marketplace content

  • Customising Society notification messages

  • Choosing whether to notify members

  • Exploring the Society Marketplace dashboard

  • Browsing live disposals and requirements

  • Matching disposals to requirements

  • Using the Members Directory and Events Calendar

📊 Quick Start (2 minutes)

  1. Open your disposal and go to the Marketing section. Review your marketing summary, specification, availability, media, and contact details.

  2. Select Society from the publishing options. Customise the notification subject line and message.

  3. Choose whether to notify Society members, publish now, or schedule for later. Select the relevant Society and preview the notification email.

  4. Click Publish to make your disposal live on the marketplace.

  5. Go to Marketplace in the left-hand navigation to view your Society dashboard, live disposals, requirements, members, and events.

💡 Common mistakes & pro tips

  • Preview before publishing. Check the summary, availability, media, and contact details before sending your disposal to the marketplace.

  • Keep your marketing text clear. The stronger your summary and specification, the easier it is for other agents to understand and act on your disposal.

  • Use “Don’t Notify” when needed. You can publish without sending a notification if you’re not ready to alert members straight away.

  • Match from both sides. Add Society disposals to your availability schedules, and use Match My Disposals to send your own properties to relevant tenant requirements.

  • Use lists to stay organised. Save relevant requirements to internal lists so your team can track demand and discuss opportunities.

  • Check the dashboard regularly. It gives you a useful snapshot of new requirements, invitations, interest schedule requests, and wider marketplace activity.


💬 Need Help?

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