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Training #3: Prepare Interest Schedules to report

How best to manage & run Interest Schedule reports

Hailey Good avatar
Written by Hailey Good
Updated over a week ago

Goal: update schedules with comments & status' so they are ready to present

This article will walk you through updating your interest schedules in Kato, so that it is ready to present back to the Landlord.


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Overview

Creating and managing an Interest Schedule is essential for providing landlords with an extensive view of the demand for their available space.

This tool allows you to generate a blended list of Enquiries and Society Acquisitions in a branded report, suitable for presentation at marketing meetings.

How to Create and Manage Interest Schedule Reports


The Interest Schedule serves as a board of matches accumulated over time for your property.

Sections of the Interest Schedule

  1. Enquiries

  2. Viewings

  3. Negotiating

  4. Under Offer

  5. Signed

  6. Request Sent

  7. Discounted

Effectively managing and running Interest Schedule reports is crucial for presenting a comprehensive overview of the demand for your property's available space.


Enquiries Overview

This section of the Interest Schedule displays active matches for the available space that you intend to report to your client. These matches are crucial in providing a real-time snapshot of the interest and engagement with your property. Learn how to effectively manage and categorise these matches to enhance your reporting process.

How Matches Enter the "Enquires" Section:

  1. Society Acquisition:

    • When a society member adds you to their acquisition's active matches.

  2. Website Enquiries:

    • When someone enquires about the property directly from your website.

  3. Microsite Enquiries:

    • When someone enquires about the property from its microsite.

  4. Property Portals:

    • When someone enquires about the property from various property portals.

Managing Matches in "Enquiries Tab":

You have the flexibility to organise and prioritise your current matches.

Statuses within "Enquiries Tab":

  1. Enquiries:

    • Matches indicating an expressed interest in the available space.

  2. Viewing Booked/Viewing Completed:

    • Matches that have had or are scheduled for a viewing of the space.

  3. Negotiating:

    • Matches that have made or are in the process of making an offer.

  4. Offer Received:

    • This involves the submission of a written document outlining the terms and conditions under which the prospective buyer or tenant is willing to proceed with the transaction.

  5. Terms Issued:

    • The stage where the terms of a potential transaction are formally presented by one party to the other.

  6. Under Offer:

    • Matches that are currently under offer.

  7. Exchanged:

    • The Exchange of contracts is a crucial step that occurs after the negotiation and signing of the initial agreement but before the completion of the transaction.

  8. Signed:

    • Matches have turned into a lease or sale agreement, between the property owner (landlord or seller) and the tenant or buyer.

  9. Idle:

    • These are times when there might be a temporary pause in significant activities while certain processes are being completed.

  10. Discounted:

    • Matches that were previously on the list but have been disqualified.

Important Note: By default, the most recent matches appear at the top of the section unless manually reordered.


Match panel

As a match is added to your property you can attach details to the requirement, there are 4 types of details you can add (all of these are for your use only):

  1. Match details. Comment on your latest discussions with the requirement owner and any viewings that may have occurred.


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  2. Tenant. Where the requirement is un-named you can layer your thoughts on who the Tenant Rep is acting for.


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  3. Requirement notes. Share notes with your team mates, wherever this requirement is seen in the system they'll see those 'Requirement Notes' you saved.


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  4. Messages. Message the relevant parties associated to the requirement straight from the messaging panel, request more info, chase a viewing and more!

Success - you just organised and managed your Interest Schedule!


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