🎯 Goal
Create a requirement record in Kato with type, applicant, criteria and location so it is ready to match against your disposal portfolio and society supply.
We have a dedicated quick start video on creating a requirement.
❓ Why
Your requirement is your demand: a direct enquiry, tracked society acquisition, market demand note, or retained instruction. The more precisely you set it up, the better Kato's matching algorithm surfaces options, and the cleaner your applicant pipeline looks in reporting.
🔍 Overview: three things every requirement needs
A good requirement captures Who, What, and Where:
Who is the applicant company and contact
What tenure, property type, size range, budget
Where they are looking - search area, drawn or by district
You can add a lot more (fit-out preference, single-floor, spec needs), but these three are the minimum for useful matching.
📊 Step-by-step
1. Start a new requirement
Click + Create in the top right and choose the type of requirement.
2. Who — associate a contact
Link the applicant company and contact from your CRM, or create a new one. Add the tenant or company name in the requirement title so you can find it easily later, this part is private to you and your team, not shared on any society pages.
3. What — set the criteria
Select the tenure (To Let / For Sale / Investment), property type, size range, and budget. Add fit-out preference, single-floor if required, and any spec needs (grade, amenities).
4. Where — set the search location
Enter postcodes, districts, or draw a polygon on the map for a specific area. Drawn polygons give sharper matching than radius searches for central London or mixed submarkets.
5. Assign and save
Assign the primary and any secondary agents (multiple users can own a requirement). Save - Kato starts surfacing matches immediately.
✅ You've done it when…
The requirement appears in your Requirements list with Who / What / Where all populated, and the Find Matches tab shows auto-suggested properties within seconds.
💡 Common mistakes & pro tips
Blank preferences exclude matches, not include them. Leaving fit-out empty doesn't mean "any", it means the requirement won't match fit-out-specific disposals.
Use Market Demand for intel you want Kato to match against but aren't retained on. Keeps your Enquiries and Acquisitions lists clean for reporting.
Multiple assigned users - use the Secondary Assigned Users box for team coverage. Anyone assigned gets notifications on matches and activity.
More detail = better matches. Kato's match algorithm uses every field you fill in to find you matched within your records or across society pages. Even minor details like spec notes can sharpen results.
❓ FAQs
Can I add more than two users to a requirement?
Yes. In the Secondary Assigned Users box, select multiple people — each gets ticked and all receive match activity notifications.
💬 Need Help?
📞 0203 772 8898