What we'll cover
Goal
Standardised process for responding to applicants, ensuring all communications are professional, clear, and consistent.
Why
Maintaining clarity and consistency, we can avoid misunderstandings, manage expectations effectively, and foster a positive experience for applicants.
Add properties and send to the applicant
Find Matches to add to the applicants match list, from the requirement you just created click find matches.
Select from auto-match list
The system will automatically present you with matches that it thinks would be good for the applicant.
You can bulk select or cherry pick the properties to add to the applicants match list.
Expand the search criteria
Tweak the search criteria to see if there are any additional properties that maybe of interest.
You can do this by amending the predefined filters added within Kato.
Handy Tip: There is already a 10+/- buffer built into the size search criteria
Manually search for a disposal to add
You know your disposals better than we do, sometimes it's quicker to match a property by just search for it.
You can do this by searching within the search bar provided.
Handy Tip: This is a great way to send an applicant a curve-ball property, one that doesn't meet their criteria but you think would be a good option
Send matches to the applicant
View the requirements 'matches' list
From the matches list select Share availability schedule.
You will have 2 options to share the matches with the applicant, we'll walk through the basic email response. You can read more about the client login option here.
Curate & send your email to the applicant
Complete the form to send the matches to the applicant, it's super quick as it comes pre-filled!
Sender: Select who the email should come from (it'll default to coming from you)
Subject: Update the subject line to ensure it stands out in their inbox
Message: Personalise the email message to the applicant to maximise your chances to arrange a viewing
Notifications: Define if you want to CC in your colleagues or send yourself a copy of the email
Now press preview (to check the email) then Send Email for it to be sent straight to the applicant 👍
