Goal
How to add match requests to your interest schedule within Kato, allowing you to proceed without waiting for agent approval.
Why
Cut through the noise, save time, and keep schedules focused on leads that truly matter.
Part 1: Inbound enquiries
Qualify first, schedule later
Every lead is reviewed before it makes the cut. You can qualify it manually or set up smart rules to do the heavy lifting. That means no more random entries cluttering up your interest schedule.
Talk it through, fast
Filter sorts all inbound matches by source, so you can message tenant rep agents directly in the app. It's fast, it's focused, and it means you know exactly what you’re adding.
Only the good stuff makes it in
Your interest schedule is where decisions happen - not where leads go to get lost. With validation upfront, you keep the noise out and the momentum in.
Pre-qualify or automate - you decide
Every lead is no longer treated equally by default. You now have the power to pre-qualify inbound interest manually or set up custom rules to automate the approval process. Whether it’s a portal match or a direct inquiry, nothing lands in your schedule without your sign-off, unless you want it to.
Moving qualified matches into your interest schedule
When an enquiry comes in, Kato has you covered. You'll get a notification, and the enquiry is placed into a dedicated bucket for easy management. From there, you can approve or discount the match based on the requirements—simple, efficient, and always in your control.
Work through the un-actioned inbounds section to qualify the leads before you decide if its on your schedule. Use the icons to update your inbounds in no time
Part 2: Outbound enquiries
Track It. Automate It. Report It.
Keep tabs on every follow-up without lifting a finger. With smart automation and built-in reporting, your workflow just handles itself. You stay focused, and the updates stay flowing.
Need a response? Message tenant rep agents right in the app. No email chains. No chasing. Just answers, faster. Your pipeline stays sharp and nothing slips through the cracks.
Deeper dive:
The clips below outline the Outbound section, where you will find any society enquiries or portal enquiries.
Archive, move to your schedule or follow up with the tenant rep all within this section.