The best way to get up and running fast is by attending Sisu 101, a 3-course series designed to teach you how to utilize the most important parts of Sisu in order to ensure your success. You can also ask questions at any time during your session through private 1:1 feedback.
Session 1: Intake Forms & Fields
This session is available every Tuesday. By the end of this session, you'll be able to do the following:
Build and manage your custom transaction intake forms
Build, arrange, manage, and organize fields and custom fields in forms
Eliminate duplicate entry
Consolidate your information in one place
Leverage what you already have in Sisu for reporting
Session 2: Commissions
This session is available every Wednesday. By the end of this session, you'll be able to do the following:
Build and manage custom adjustment entities
Report on volume, GCI, team net income, and agent net income
Report on other adjustments and payment categories
Report and track commission and royalty capping
Build custom commission templates to reduce the time it takes to calculate
Leverage financials for high-level and detailed reporting for business management and planning
Session 3: Tasks
This session is available every Thursday. By the end of this session, you'll be able to do the following:
Build and manage your task management and transaction workflows
Centralize your systems in one place
Make the progress of each transaction visible to all involved personnel
Automate client outreach, workflow kickoffs, and team reminders