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
Preferences/Notification FAQsOur most frequently asked questions about Notifications & Preferences.
Disposal FAQ'sFrequently asked queries within a the disposals module.
Publish to society - Society validationTroubleshooting your issues when trying to publish to the society
Lesson 1: Publish a Disposal to the SocietyPromote and publish your property to your fellow Society members.
Lesson 2: Respond to society acquisition circularsSend your disposals in response to a society acquisition
Lesson 3: Find Society Acquisitions that match your DisposalMatch applicants & society acquisitions to your disposals
Lesson 1: Publish an Acquisition to the SocietyCreate and promote your Requirement on the Agents Society!
Lesson 2: Add properties to your client's reportAdding properties to your longlist and shortlist and how to manage them
Lesson 3: Review properties sent to meAdd properties to your match report to save you time
Lesson 4: Curate & export a client availability reportOrganise the properties on your client report and download
👀 Deep dive: Exporting to PowerPointHelpful pointers to producing quality client reports
What are Discounted Matches?
Quick Tour of Match Schedule updates
Events: View CalendarConfirm provisional events you've added to the society calendar
Events: Create & CirculateCreate and circulate events in the society calendar
Events: ConfirmConfirm provisional events you've added to the society calendar
Events: EditEdit events you've created in the society calendar
Events: CancelEdit events you've created or you're assigned to in the society calendar
Review listings due to be unpublishedReview your Society listings due to be unpublished
✔︎ Set notification preferencesSet your notifications settings to ensure the notifications you receive are relevant to you!
Recirculate a DisposalHow do I resend my disposal to the society
Recirculate a RequirementHow do I resend my requirement to the society
Download members listFind out how to download the full members list, or just a specific society
Agents Society 101
Find out what the Agents Society is all about
Who are we, what is it?
Benefits of the Agents SocietyWhy join Agents Society
Agents Society for Disposal AgentsLive demo of the key features you'll use every day
Agents Society for Tenant RepsLive demo of the key features you'll use every day
Agents Society for Agency TeamsLive demo of how agency teams find benefits from access to members data
Agents Society FAQs
GlossaryAlphabetical list of specialised terms with definitions used within Kato
Requirement FAQ'sFrequently asked queries within a the Requirements Module.
Agents Society FAQsFrequently asked questions about who we are, what we do and how others have adapted to use the Agents Society.
Quick Start Guides
Jump to the most relevant help guides for you
Welcome to AgentsInsightWho are we?
Requirements: Match listHow best to manage & run Longlist and Shortlist reports
Requirements: Match ScheduleHow to build your Match List and export to a spreadsheet / presentation
📖 Guide: Store your own cost detailsAdd & amend the costs associated to your active matches
📖 Guide: Add an 'off market' propertyInclude off-market properties on your match schedules
Lesson 4: Manage matches & requirement statusOrganise your requirement's matched disposals so you can report back to your applicant or client
📖 Guide: add comments, total occupancy costs & exportHow best to manage & run Match Schedule reports
Disposals: SearchFind disposals using text search & advanced filters
Lesson 5: Record a viewingCreate viewings & invite attendees with calendar invites
Disposals: EditUpdate availability on your disposal on the Agents Society
Requirements: EditUpdate your clients requirement on the Agents Society
Requirements: keep them up-to-dateCollaborate with your team with key updates
Disinstructed Properties
Requirements: Search My Requirements or My Teams RequirementsFind requirements using text search & advanced filters
Requirements: Feasibility Study
Disposals: CreateLocate, define availability, add media and describe the opportunity
Requirements: CreateBuild your search criteria to store an applicants requirement in the system