Kato

Match disposals & Society disposals to your requirements

Requirements: Matching (Internally & Society)

Where to find Committee members for Approvals and other FAQ's

Agents Society 101

Our most frequently asked questions about Notifications & Preferences.

Preferences/Notification FAQs

Frequently asked queries within a the disposals module.

Disposal FAQ's

Troubleshooting your issues when trying to publish to the society

Publish to society - Society validation

Hailey Good

Holly Leavy

Mike Avery

Agents Society Training

Promote and publish your property to your fellow Society members.

Lesson 1: Publish a Disposal to the Society

Send your disposals in response to a society acquisition

Lesson 2: Respond to society acquisition circulars

Match applicants & society acquisitions to your disposals

Lesson 3: Find Society Acquisitions that match your Disposal

For Landlord Reps

Create and promote your Requirement on the Agents Society!

Lesson 1: Publish an Acquisition to the Society

Adding properties to your longlist and shortlist and how to manage them

Lesson 2: Add properties to your client's report

Add properties to your match report to save you time

Lesson 3: Review properties sent to me

Organise the properties on your client report and download

Lesson 4: Curate & export a client availability report

Helpful pointers to producing quality client reports

👀 Deep dive: Exporting to PowerPoint

What are Discounted Matches?

Quick Tour of Match Schedule updates

For Tenant Reps

Confirm provisional events you've added to the society calendar

Events: View Calendar

Create and circulate events in the society calendar

Events: Create & Circulate

Events: Confirm

Edit events you've created in the society calendar

Events: Edit

Edit events you've created or you're assigned to in the society calendar

Events: Cancel

Ruqayya Hussain

Society Events

Review your Society listings due to be unpublished

Review listings due to be unpublished

Set your notifications settings to ensure the notifications you receive are relevant to you!

✔︎ Set notification preferences

How do I resend my disposal to the society

Recirculate a Disposal

How do I resend my requirement to the society

Recirculate a Requirement

Find out how to download the full members list, or just a specific society

Download members list

Other Guides

Who are we, what is it?

Benefits of the Agents Society

Live demo of the key features you'll use every day

Agents Society for Disposal Agents

Agents Society for Tenant Reps

Live demo of how agency teams find benefits from access to members data

Agents Society for Agency Teams

Agents Society FAQs

Alphabetical list of specialised terms with definitions used within Kato.

Glossary

Frequently asked queries within a the Requirements Module.

Requirement FAQ's

Frequently asked questions about who we are, what we do and how others have adapted to use the Agents Society.

Find out what the Agents Society is all about

Welcome to AgentsInsight

Data loading

How best to manage & run Longlist and Shortlist reports

Requirements: Match list

How to build your Match List and export to a spreadsheet / presentation

Requirements: Match Schedule

Add & amend the costs associated to your active matches

📖 Guide: Store your own cost details

Include off-market properties on your match schedules

📖 Guide: Add an 'off market' property

Organise your requirement's matched disposals so you can report back to your applicant or client

Lesson 4: Manage matches & requirement status

How best to manage & run Match Schedule reports

📖 Guide: add comments, total occupancy costs & export

Find disposals using text search & advanced filters

Disposals: Search

Create viewings & invite attendees with calendar invites

Lesson 5: Record a viewing

Update availability on your disposal on the Agents Society

Disposals: Edit

Update your clients requirement on the Agents Society

Requirements: Edit

Collaborate with your team with key updates

Requirements: keep them up-to-date

Disinstructed Properties

Find requirements using text search & advanced filters

Requirements: Search My Requirements or My Teams Requirements

Requirements: Feasibility Study

Locate, define availability, add media and describe the opportunity

Disposals: Create

Build your search criteria to store an applicants requirement in the system

Requirements: Create

Jump to the most relevant help guides for you

Quick Start Guides

About Kato

About Agents Society

Find answers and get help from Intercom Support and Community Experts

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