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How to store a lease record

Written by Max Kemplen

🎯 Goal

Create a lease record in Kato, capturing a completed letting transaction as a single, searchable, reportable record that can feed your own comparables library, your agency's rankings, and (if published) the wider Atlas platform.

We have a quick start video guide on logging transactions and a dedicated article to publishing deals to Atlas.

❓ Why

Every lease you complete is future intelligence. Stored properly in Kato, it's there when you or a colleague need a comp schedule, or when you want to benchmark your team's activity. Storing at the moment of close-out means accuracy, completeness, and no double-entry later.

🔍 Overview

Two common routes to store a lease:

  • From close-out of a live disposal or requirement: the natural flow if you managed the deal in Kato. Kato pulls through existing data.

  • Direct via the Leases section: using Create forms. Useful if you didn't track the live deal in Kato but still want the record in the system.


📊 Route A — Store from close-out of a live disposal

  1. Open the disposal.

  2. From the Interest Schedule, change the match's status to Signed. Kato opens the transaction form automatically.

  3. Alternatively, from Actions menu, pick Record a lease (whole disposal) or from the Availability tab, use the status dropdown on a specific space.

  4. Complete the close-out form — Kato pre-fills what it already knows.

  5. Click Save or Save & Publish to Atlas.


📊 Route B — Store directly via the Leases section

  1. Click Leases in the left-hand nav.

  2. Go to the All tab.

  3. Click Create New (top right) → select the lease option.

  4. Complete the Create Form with the transaction details.

  5. Save. Or Save & Publish to Atlas if you're ready to contribute to market data.


📊 Required fields for publishing

Whichever route you use, these Headline Details unlock Atlas publishing:

  • Address

  • Property type

  • Transaction date

  • Our Acquisition / Our Disposal designation

For Atlas Rankings eligibility, add: Transaction type, Headline rent, Total size, Lease start date, Lease length, Lease end date, Your agent's name(s).


🗑️ Deleting a transaction

If you create a transaction in error, or just want to remove a transaction for any reason. You can do this within your account by heading to the Disposal, navigating to the Transactions tab, or slect the transaction from your Leases/Sales Section on the left-hand nav and select the transaction in question, then in the top right corner click 'Actions' > 'Delete'.


✅ You've done it when…

The lease appears in your Leases list, searchable and filterable. If you chose to publish, it's also visible on Atlas.

💡 Common mistakes & pro tips

  • Store at close-out, not later. Memory of exact terms fades fast. Create the record while the information is in front of you.

  • Fill the Ranking fields. Publishing without them means the lease won't count toward Atlas Rankings — a wasted contribution.

  • Use "Record a lease" on the Availability tab for partial lets — not the whole-disposal Actions menu. Getting this right keeps the disposal live for the other unlet space.

  • NDA lets aren't excluded from Kato — store them anyway, just mark them confidential. Your internal reporting needs them.


💬 Need Help?

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