Kato

Max Kemplen

Evrything you need to know about using Kato for Agents 

Kato for Agents (Core Workflows)

Everything you need to know about Disposal workflows 

Disposals 

How to create a disposal

How to handle enquiries

How to edit a disposal

Disposal Basics 

How to report to your Landlord

How to collaborate with your Joint agent(s)

Workflows for reporting on your Disposals

Reporting on a Disposal 

How to log a deal (from a disposal)

How to remove/withdraw a disposal

Closing a Disposal 

Everything you need to know about requirements workflows

Requirements

How to create a Requirement

How to edit a Requirement

How to manage a Requirement

Requirement Basics

How to create an availability schedule

How to edit an availability schedule

How to report to your occupier

Reporting on a Requirement

How to log a deal (from a requirement)

How to close a requirement

Closing a Requirement

Advanced Features (Kato Pro)

How to create a project

Advisory (Pro)

Types of campaigns available

How to create a campaign

How to manage existing campaigns

Campaigns (Pro)

How to create a company record

How to create a contact record

How to manage a Company or Contact record

How to add a disposal or requirement record to a company or contact

How to Search, Sort and Filter your CRM

How to create a saved view of your CRM

How to bulk upload contacts to your Kato CRM

CRM (Pro)

How to store a lease record

How to sort/search/filter Lease records

How to create a saved view of lease records

How to publish a lease record to Atlas

How to add Leases to Atlas Rankings

How to download lease records

Leases (Pro)

How to store a Sale record

How to search, sort and filter Sale records

How to create a saved view of Sale records

How to publish a sales record to Atlas

How to add Sales to Atlas Rankings

How to download a sale record

Sales (Pro)

How to create a new task

How to export your list of tasks

How to integrate your Kato Calendar with your personal calendar

Tasks (Pro)

How to create a new viewing

How to action feedback on a viewing

Viewings (Pro)

How to manage your view of your Work in Progress

How to export your Work in Progress

Work in Progress (Pro)

Agent FAQs

Reporting and Insights

Creating a new report

How to compare performance between periods

Agency Insights best practice

Agency Insights (Bolt-on)

Reporting options and how you can use them

Reporting

About Kato

About Agents Society

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.