🎯 Goal
Log a lease or sale transaction on Kato, capturing deal terms, incentives and HoTs, so the disposal closes cleanly and the record feeds your agency's pipeline and rankings reporting.
❓ Why
A completed transaction is the end of one workflow and the start of several others, Work-in-Progress reporting, Atlas contribution and Agency Insights. Logging it properly at close means you don't waste time rebuilding the story weeks later, and your agency's market data stays current.
🔍 What's covered
Recording lease and sale transaction details
Adding key deal information: rent, dates, terms
Including incentives and heads-of-terms files
Archiving disposals or individual floors/units
Reviewing and managing transaction records
📊 Quick Start (2 minutes)
From the disposal (or the root of the Transactions section), click Log transaction.
Select Letting, Investment Sale, or Occupational Sale.
Enter tenant/purchaser, rent or capital value, lease term, and key dates.
Add incentives (rent-free, capital contribution), and upload the signed HoTs if you have them.
Confirm whether to archive the whole disposal or just specific floor/unit(s).
Save the transaction now flows into your Work-in-Progress and Agency Insights reporting.
💡 Common mistakes & pro tips
Don't archive the whole disposal if only one floor has let, archive the individual floor/unit so the remaining space stays active on marketing.
Mark confidentiality correctly. If the deal is under NDA, tick the confidentiality flag, it controls whether the record flows to Atlas.
Capture net effective rent as well as headline, your ranking and market-data contributions depend on it.
Add lease event reminders on the transaction so rent reviews and breaks surface ahead of time for follow-on business.
💬 Need Help?
Share feedback or get support:
📞 0203 772 8898