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Training #1: Interest Schedule Basics

A quick introduction to using your Interest Schedules within Kato

Hailey Good avatar
Written by Hailey Good
Updated over 2 weeks ago

Goal

Understand the basics of creating, updating and sharing Interest Schedules.

Why

Helping you get up to speed quickly, enabling you to start using Interest Schedules effectively and make the most of this tool with minimal time investment.


Start our Interactive training

We've created a 60s interactive training page to learn how to use Interest Schedules.


What is an Interest Schedule

An Interest Schedule is a report of Matched Interest for a Disposal that is currently available.

Where can I find the Interest Schedule for my disposal

Every Disposal has an Interest Schedule and you are able to find this within the Disposal itself under the Interest Schedule Tab as shown below:

Add matches to your Interest Schedule

A quick video showing you how to add matches to your Interest Schedule.

Add interest to your Schedule

Add interest by selecting the add interest button and filling out the relevant details:

Manage and update your matches

Manage each enquiry by adding your Enquiry status, Comments and any Intel you may require and once ready share with your Client:

Export your Schedule

Now you are ready to export the Interest Schedule!
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Hit 'Share' on the top right hand side and navigate to the download schedule tab & pick which statuses & order you want to pull through to the report:

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