Kato for Agents
Everything you need to know about Kato for Agents
Lesson 1: Create applicant enquiriesCreating a requirement within Kato and adding further criteria to better your search
Lesson 2: Identify potential Tenants 🔎Help your Tenant find the best space suited for their needs.
Lesson 3: Book viewings
Lesson 4: Reporting & Property ManagementProvide regular updates to landlords on leasing activity, market trends, and occupancy rates.
Personalise the Search Hub 🎯Customise the quick links & save your views!
Inbounds🔍 Overview: Qualify and control inbound flow onto your interest schedule
📤 Outbounds🔍 Overview: Control & Report on Unmatched Efforts
Editing Your Interest Schedule🔍 Overview: What is Editability?
Deals in Progress Overview
PROSPECTS🔍 Prospects feature overview
Catch UpThe Catch-up feature helps you quickly view all changes made to your interest schedule since your last visit.
Live & SyncChoose when to share your Interest Schedule with the Landlord—live or on your terms.
Setting up a Joint Interest Schedule?Received an invitation to collaborate? Follow the steps below:
Training #5: Download your Interest Schedule
Kato Pro Training
Your Agency's daily dashboard
Adding a Landlord to DisposalsHere's your guide and some FAQs for adding landlords to your disposal listings on Kato and Agents Society
Marketing Outputs FAQ'sFrequently asked queries relating to Marketing Outputs.
Campaign TemplatesExplore curated email templates from Kato's designs
Multi Property Campaign TemplatesExplore curated email templates from Kato's designs
Data Rooms OverviewSecurely share important data with potential buyers online
🌟 Pro: Leads feedWe auto-insert all web-based enquiries from your website & portals
🌟 Pro: Applicant shortlist emailSend applicants an email with matching properties
ViewingsHow to track and store your viewings in Kato!
🌟Pro - Requirements: Property shortlistCompile a list of suitable properties to send to your client, ensuring they receive a tailored selection!
⭐️ Pro - Client LoginAllow clients to view their property matches online, providing real-time access to tailored listings for greater convenience and engagement.
⭐️ Pro - Requirements: ExportReport on the requirements your agency is trying to find space for
Lease event notificationsKeep tabs on your transactions with automated lease event notifications
Adding and managing Investment availability in Kato 💰Introducing Investment availability to Kato
Adding a Disposal within a Scheme ➕How to Create a top Level Scheme and Add your Disposals to selected Scheme.
Availability Schedules
Build, edit & share
AgentsGo Training
Help for our mobile app
Navigating the mobile app
Mobile app - for disposal agents
Mobile app - for tenant reps
Mobile app - live market accessHow to view all market availability on AgentsGo
Mobile app - demand on tapHow to instantly review and respond to new requirements on AgentsGo
Mobile app - instant notificationsHow to adjust your app notification preferences and respond to match request notifications
Mobile app - match makingHow to quickly accept or decline match requests on your Society requirements
Mobile app - update interest schedulesHow to easily progress and manage your interest schedule to keep it up to date
Mobile app - direct messagesHow to connect with other members using AgentsGo
Mobile app - respond to enquiriesReview & respond to new enquires
Agents Society Training
Learn the marketplace basics
Requirements: Matching (Internally & Society)Match disposals & Society disposals to your requirements
Agents Society 101Where to find Committee members for Approvals and other FAQ's
Disposal FAQ'sFrequently asked queries within a the disposals module.
Publish to society - Society validationTroubleshooting your issues when trying to publish to the society
Property finder publishing guidelines
Quick Start: For Disposal Agents
Quick Start: For Tenant Reps
Media Formats - ImagesHere are some frequently asked queries regarding adding your Media
FAQs - Joint Agent Interest ScheduleHere are some frequently asked queries regarding Joint Interest Schedules
Disposals: Managing floors & unitsManage disposals with multiple floors or units
Website only accessLimited use account
Adding a Vimeo video to my DisposalAdding videos to your Disposal in the Media Tab
Saving GDPR preferencesStay compliant by storing contacts GDPR preferences
📖 Guide: Publish to TwitterHow to link your account and some frequently asked questions
Access archived propertiesHow you can see the properties with inactive status'
Lease Comparable'sI would like to compare more than 1 poperty
Update Notification SettingsUpdate your notifications settings to ensure the notifications you receive are relevant to you!
Manually enter property addressIf the address lookup doesn't work you can manually override
Edit A Marketing ListOnce a Marketing List has been uploaded - How can I edit it?
Feeding Data from Mailchimp into AgentsInsight.Website enquiries filtering into marketing list.
Teams - Contact Person Amendments
MapsA few Frequently Asked Questions regarding 'Maps'
Email campaign Reports
What are goad plans?
Custom Guides
If you have any customisations or specific guidance then you'll see those below 👇
Feedback
Browse and submit feedback to help shape our roadmap!
How to activate your account & submit feedback!Introducing our feedback tool: Here's a simple guide on how to submit your requests in just a few easy steps.
Tips, Tricks & FAQs
Guides to help with kato
Agents Society FAQs
Adding tagsAdding Tags to filter your Disposals
Export your recordsAs a pro customers you can export your records as excel or word
Crop ImagesHelp me crop my images
New member update
Running market reports from the Agents Society
Download the Agents Go IOS appDownload the Agents Go app for Apple
Agents Society T&C'sPlease fine below the Agents Society T&C's:
Adding PhotosAdding media to a Disposal
Include a video link when you circulate a disposal
Review match requests from disposal agentsReview match requests disposal agents have sent you
Interest Schedule - Enquiry handlingMove pending matches onto your Interest Schedule
Calendar SyncSync your Diary calendar to Outlook, Google Calendar and more!
View a Marketing listHow to see your existing marketing lists within Kato
TrainingHow can I get training on Kato
Requirement intel list
Add Legal costs to my PDF ParticularFrequently asked queries regarding PDF's
Improved way finding for your Letting Transaction records 🔎Take a look into our new Transactions Tab Update!
Troubleshooting possible Bug's within KatoTips for Troubleshooting Potential Bugs
Webinar: Property MarketingLearn how to create brochures (PDFs), microsites, share to your website and property portals and our top tips
Webinar: Society 101Overview of all societies, common reasons why you cannot publish to the society (location & type) and top tips!
Profile PictureHow to update the profile picture on your account
Society MembershipSetting up new users, transferring seats, renewals and getting current user lists
Society BillingQueries regarding Society Membership invoices and billing
Pro LicencesSetting up new users and getting current user lists
How can I transfer a Kato account, licence, or membership to another user?This article explains how to transfer Society memberships and Pro licences between users - with or without closing the departing user’s account - and what happens when an account is…
Society Advertising
Advertise on Agents Society
Advertising on Agents SocietyAdvertising on WEAS, OAS and CAS