Goal: Match Disposals and Society Disposals with your clients' specific requirements.
Why?
When you first publish your requirement there is likely already existing disposals on the Society that match what your client is looking for.
Don't wait for new disposals to be circulated, search and match existing disposals to your Match List straight away.
❗️please note: if your Requirement is not published to the Society, you will need to publish it first!
How to Identify the Perfect Matches for YourDisposals?
Once you have created a new requirement or selected an existing one, you can begin finding suitable matches to report back to your clients.
To get started, navigate to the Find Matches tab within your requirement. Here, any matches that meet your specified criteria will automatically appear.
This will display internal matches, and by using the separate "Society" tab, you can view marketplace options that may also be suitable to add to your Availability Schedule.
Within Kato, you can refine your selected criteria by using our Size Range and Criteria Drop-downs.
This feature allows you to broaden your criteria slightly if you are unable to find suitable matches Internally or within the Marketplace, providing more flexibility in your search.
Identifying and Managing Suitable Property Matches:
Once you have identified suitable matches, you can immediately add them to your Availability Schedule found in your "Matches" tab.
From this point, you can manage the disposal by updating its status within the availability schedule throughout its life cycle. Alternatively, if the match is no longer relevant to your client, you can discount it accordingly!
You've completed the workflow for identifying and managing suitable property matches. You're now ready to find and manage the best opportunities for your clients!