Goal
To guide you through the process of creating and promoting your requirement on the Agents Society, helping you maximise visibility and connect with potential matches efficiently.
Why
Create and share your Acquisition to the Society to notify disposal agents of your clients search criteria. Agents will start sending you their properties or you can proactively search the market and reach out to Agents yourself!
Society Dashboard
Each Society has its own dedicated dashboard, providing you with quick access to create your disposals, acquisitions, and more!
Within your dashboard, not only can you use it for quick actions, but also to view the latest market insights within the society, as well as suggested tasks that Kato identifies may require your attention.
How do I create and promote my Requirement on the Agents Society
You can publish your Requirements to the society either during creation or, if preferred, later through the Search Criteria tab of the Requirement.
Once you are ready to publish the requirement, select the Society Publishing option and confirm the societies you would like to publish to.
Handy Tip: Societies require the below in order to publish:
Company Sector
Reporting Date
This is a great guide for how to tackle each step, but for now we'll skip forward to publishing...
Before generating your message to the Society, you will need to confirm the type of Requirement you are sending.
Some requirements allow you to notify the Society, while others do not, so be sure to select the most appropriate option.
Handy Tip: Comp Schedule & Market research will not email Society members.
You can still match properties to Availability Schedules and report on them.
How do I recirculate a Requirement?
Sharing information, documents, or materials that have already been circulated once, often to a new audience or as a reminder to the same audience can be done with Kato as well.
Recirculating a requirement can only be done once per fortnight. Kato will provide you with the next available circulation date upon the first distribution.
When the time comes, you will have the opportunity to amend details within the record, as well as update the subject and content of the mailer before it is sent out again.
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