We dive deep with Barry Jenkins from Better Homes and Gardens NAGR about Sisu's upcoming Client Portal. The road to close platform...
Here is an overview of our Barry Jenkins webinar;
The core feature in the Sisu Client Portal today are Transaction Roadmaps.
These roadmaps are built from your own custom key dates and tasks in your Task Lists that already exist in your Sisu platform. Everything is customizable.
Your Admin and TC's determine what will be displayed to the client and what will not be displayed to the client.
Client access is super easy. You send them a link and it does a basic email/sms authentication to let them in. They can access from any browser and it is mobile optimized.
Everything is custom branded with your branding and logo so it feels like your own internal system and is recognizable to your clients.
You can set notifications at any point of the roadmap, keeping your client up to date and bringing them back into your client portal.
Key transaction participants are displayed in the Client Portal so that your client can quickly communicate with your agent with hyperlinks to dial, text or email.
We break down all this and more in this big reveal webinar.
Zac was one of our first hires. Outside of waging war on spreadsheets and time-killing systems, Zac loves to push the boundaries of what's "safe" on a wakeboard, spend time on the golf course or tennis courts, and more than anything, live life with his beautiful wife and 4-pound dog, Twix.