This proactive approach simplifies the sharing of key information, helping all parties stay aligned and up-to-date, ultimately driving a more efficient and successful disposal process.
By providing functionality for sharing and merging interest schedules, Kato fosters better collaboration and reduces the risk of miscommunication during the disposal process.
Requesting for a Joint Schedule:
From your interest schedule page, click the 'share' button
From there, navigate to the "Disposals" module and locate the specific interest schedule you wish to share.
Use the "Share" button in the top right corner, locate your joint agent under the "Share with Joint Agent" tab by typing their name, and then click "Send Invite." Your joint agent will receive an email notification to access the schedule.
To merge interest schedules, open the relevant disposal in the Disposals module, and locate the interest schedules you wish to combine.
Cancel an invite:
Revoke the access request by selecting cancel as below:
Received an invitation?
When you receive an invitation to collaborate, confirm your acceptance via the provided link or directly within the system to access the interest schedule.