Real estate transactions are a lot of work. You know this, but do your clients? Now, with your branded Client Portal, buyers, sellers and even mortgage, title and escrow partners gain visibility into the process. Plus, they'll be kept in the loop from start to finish with instant notifications, in app chat, and document share and access. It's like a pizza tracker, but for real estate.
Your admins and TC's know all the details behind every transaction and are already keeping tabs on progress, so why not leverage this and show potential clients why they should work with your team and not the competition? Contract to close roadmaps are formatted for print and easily insertable into your CMA or listing presentation to overcome objections like, “What exactly will you be doing for me?”
Transparency is great, but clients don’t necessarily need to see everything happening behind the scenes (spoiler alert: their closing gift). With Sisu’s roadmap and client facing app, you’re in complete control of what clients see. Marking items as “internal only” means they’ll only be visible to you and your team.
…that is the question! And it’s completely up to you. Easily keep clients in the know at every step of the process or just the big milestones. Gone are the days of consumers saying “I signed the agreement and never heard from my agent again.” Now they are notified, can view any documents and even chat with your team and key transaction partners.
Build as many roadmaps as you want using templates. You can make one for rentals or one for different market nuances (ex: different states, associations, etc.). For long or complicated processes you can even break it up using a template for things like listing to under contract and then another one for under contract to close.
Clients and agents can quickly see a transaction’s progress at a glance by checking Sisu’s road to close progress indicator charts and countdown timers. With automatic notification and updates, everyone stays in the know about what’s going on and how much is left to go.
Whether you’re building your first roadmap or inviting new clients, mortgage, title and escrow partners to a transaction, the entire process is intuitive and straightforward. You can automatically invite clients to join or manually send the invite with just one click. All they need to do is enter their email address for secure and quick access to their transactions.
The results speak for themselves. See how Sisu has helped real clients take their businesses to the next level.
You’re busy. The best way to get a feel for Sisu is to hop on a demo with one of our experienced account executives. They’ve worked with hundreds of teams to help them evaluate Sisu. You’ll walk away with a customized set of information that helps you evaluate exactly what to do next.
Already using Sisu? This add on has helped many of our teams scale and grow at a quick rate. Our team focused on recruiting can walk you through how easy it is to integrate with your current workflow in Sisu.