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Getting Started / Onboarding
Getting Started / Onboarding
We're so excited to have you here with us! Follow these steps to prepare yourself for success.
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23 articles in this collection
Written by
Zac Muir,
Lauren Luker,
Yves Robinet
and 1 other
Step 1: Learn the Basics
Join Us for Sisu 101
Written by
Alex Masterson
Updated over a week ago
Step 2: General Onboarding
General Onboarding
This video talks about the Sisu platform. All users should watch this carefully.
Written by
Zac Muir
Updated over a week ago
How Your Agents Will Use Sisu Daily
Here is how your agents will use Sisu daily using the web app and the mobile app.
Written by
Alex Masterson
Updated over a week ago
Setting Up Your Transaction Stages Board
Written by
Alex Masterson
Updated over a week ago
Step 3: Set Up Forms and Fields
Setting Up Forms
Sisu's forms are essential if you want to save time and increase efficiency.
Written by
Alex Masterson
Updated over a week ago
Adding Fields to a Form
Customize your forms by adding your own fields.
Written by
Alex Masterson
Updated over a week ago
Creating Custom Fields
Written by
Alex Masterson
Updated over a week ago
Step 4: Understand Commissions
Tracking Your Commissions in Sisu and Creating a CDA
Factor in brokerage fees, royalties, transaction fees, splits, and more with our commission form!
Written by
Zac Muir
Updated over a week ago
Setting Up and Tracking Commission Caps
Here is how you can set up your Brokerage and Royalty commission caps and how to apply them in the Commission Form.
Written by
Alex Masterson
Updated this week
Step 5: Set Up Tasks
Setting Up Task Lists and Tasks in Sisu
Written by
Alex Masterson
Updated over a week ago
Setting Up Task Statuses
Written by
Alex Masterson
Updated over a week ago
Making Changes to Tasks in a Transaction
Written by
Alex Masterson
Updated over a week ago
Getting to Know the Task Manager
Written by
Alex Masterson
Updated over a week ago
Step 6: Set Goals
Setting Goals for Your Agents and Your Team
How to set goals for your agents and your team.
Written by
Alex Masterson
Updated over a week ago
Step 7: Import Your Past Data
Importing Your Team’s Users into Sisu
Written by
Yves Robinet
Updated this week
Importing Your New Recruits into Sisu
This article applies only to Sisu's Recruiting & Onboarding platform
Written by
Yves Robinet
Updated this week
Importing Your Past Sales Transactions into Sisu
Written by
Zac Muir
Updated over a week ago
Downloading CTE spreadsheets
If you're using CTE spreadsheets, download them for a direct import into Sisu.
Written by
Zac Muir
Updated over a week ago
Importing Your Task Lists and Tasks into Sisu
Written by
Yves Robinet
Updated over a week ago
Importing Your Vendors into Sisu
Written by
Yves Robinet
Updated this week
Importing Your Team's Activities
Sisu can import your team's past activities.
Written by
Lauren Luker
Updated over a week ago
Step 8: Integrate Your Existing Platform with Sisu
Integrating Your CRM and Other Systems with Sisu
Sisu integrates with tons of systems and platforms. Here is our list and how to connect them.
Written by
Alex Masterson
Updated over a week ago
Step 9: Download the Mobile App
Downloading the Sisu Mobile App for iOS (iPhone) or Android
Here's the link to download the Sisu mobile app for iOS (iPhone) as well as the link for the Android version.
Written by
Zac Muir
Updated over a week ago