This months update includes possibly the most highly requested feature over the last 12 months:
This plays into the bigger picture of Sisu operating in three core areas of your business:
It’s one more step towards eliminating redundant systems and consolidating your business into a handful of key systems.
The most efficient teams are running their business on three platforms: Sisu, their CRM, and their eSignature platform. No spreadsheets, no duplicate entry, and no dead data.
We’ve gotten a ton of feedback from the community about this.
Building task lists in Sisu was great. But automating key email communication inside of those task lists leads to more scalable teams.
This new feature allows you to create email templates, customize the content of those emails with merge fields, and configure when (and to who) those emails go out.
Here are two steps to get this all set up:
First, configure your email templates under admin>tasks>email templates.
These are basic HTML templates with merge fields that look like this:
Notice how you can pull in any date field from your system, including custom fields. This allows you to build out the template exactly how you’d like it and insert all of the relevant information.
Second, decide which template that email will be a part of and when exactly it will send out.
For example, you might want to create a “transaction kickoff” email. This template would be part of your “contract to close” task list, and would go out the same day a transaction goes under contract. It would include all the key dates around the transaction and send to the TC, Agent, Cooperating Agent, Loan Officer and Your Client.
An example of what this configuration would look like:
We’re seeing these templates used for all kinds of use cases:
Internally to collaborate between agent, TC, in-house ancillary businesses like title, mortgage, photography, etc.
Internally to congratulate agents or nudge them to provide key pieces of transactional data
Externally to keep clients and other third parties in the loop, such as the cooperating agent or cooperating TC.
For full documentation on how email task notifications work, head over to our knowledge base notes here.
Back in May we started doing platform rankings to show you how you stack up against other top teams/agents on Sisu.
Here are the things that were improved in this release, based on your feedback.
One of the founding principles for Sisu was enabling team owners to run their business like a business.
In the same way we’ve made this easy for owners, we’ve also provided agents a personalized view of their own income.
The new report can be accessed by logging in as an agent and going to reports>income.
With this report:
It’s a quick, personalized way for agents to see their most important financial metrics. Top teams use this to drive home the effects of what they are (or are not doing) to produce results.
Everything’s a little more emotionally powerful when you put dollar signs behind it 🙂
We’ve also updated the personal dashboard so that it shows “net” agent income rather than “gross” agent income. This will give them a more realistic, accurate view of what they are actually making.
The orange tile from dashboard>personal below is what we’re referring to. The Net Agent Paid Income tile also honors these new changes.
The best team leaders understand what drives their agents. They’re experts at bringing out their hopes and aspirations, calculating the income it’s going to take, and then building a game plan around it.
Problem is, very few agents understand how the real estate game works when they get started. They’re clueless to the fees, splits, and overall income they’ll be netting from transactions.
This in-depth income reporting for agents strengthens the process.
A good chunk of Sisu’s reporting relies on a handful of dates in the system.
They’re called statuses, and they show progress through the transaction (and pre-transaction) process.
Historically, those are:
These dates are what drive the 10 circles on your main Sisu dashboard.
With this updated, we’ve added two highly requested dates to the mix:
You can turn the additional date fields on from admin>team settings>preferences. See the screenshot below.
Once enabled, you’ll be able to track transactions which reach the showings and offer statuses, as well as set goals and track conversion ratios between those statuses. For some of our teams running Zillow Flex (or looking to get on Zillow Flex) this is especially useful as these are two of the core metrics Zillow uses to decide who gets into the program.
A lot of you are running massive ISA operations and seeing amazing results.
The ISA dashboard already exists as a way to measure your ISA team and create some friendly competition.
The report we just released has to do with the appointment hand-off between ISA and Agent. It shows you which agents are taking ISA appointments and what their conversion rates are—so that you can keep giving appointments to the agents who are converting, following up, and closing business.
A quick video overview:
Whether through direct integration or via partner integrations, Sisu has a considerable selection of integrations to choose from.
We’ve compiled these all into a nice interface to make it easier to explore integrations. We’ve also added a “coming soon” section where you can keep your eye on upcoming integrations.
As always, there are other tweaks and improvements being made to the platform. These include: