Sisu

Alex Masterson

Zac Muir

Yves Robinet

We're so excited to have you here with us! Follow these steps to prepare yourself for success.

Onboarding for Admins

Join Us for Sisu 101

Use the chat bubble to get quick and efficient help.

Use the Chat Bubble to Contact Support

Step 1: Learn the Basics

This video talks about the Sisu platform.  All users should watch this carefully.

General Onboarding

Here is how agents will use Sisu daily, whether they're at home or on the go.

How Agents Will Use Sisu Daily

This article shows you the best way to use Sisu on a mobile device.

Using Sisu on Your Cell Phone

Setting Up Your Transaction Stages Board

Step 2:  General Onboarding

Sisu's forms are essential if you want to save time and increase efficiency.

Setting Up Forms

Customize your forms by adding your own fields.

Adding Fields to a Form

Creating Custom Fields

Step 3: Set Up Forms and Fields

Factor in brokerage fees, royalties, transaction fees, splits, and more with our commission form!

Tracking Your Commissions in Sisu and Creating a CDA

Here is how you can set up your Brokerage and Royalty commission caps and how to apply them in the Commission Form.

Setting Up and Tracking Commission Caps

Step 4: Understand Commissions

Setting Up Task Lists and Tasks in Sisu

Setting Up Task Statuses

Making Changes to Tasks in a Transaction

Getting to Know the Task Manager

Step 5: Set Up Tasks

How to set goals for your agents and your team.

Setting Goals for Your Agents and Your Team

Step 6: Set Goals

Importing Your Team’s Users into Sisu

This article applies only to Sisu's Recruiting & Onboarding platform

Importing Your New Recruits into Sisu

Importing Your Past Sales Transactions into Sisu

If you're using CTE spreadsheets, download them for a direct import into Sisu.

Downloading CTE spreadsheets

Importing Your Task Lists and Tasks into Sisu

Walk through for how to import recruiting task lists and tasks into Sisu.

Importing Recruiting Tasks and Task Lists into Sisu

Importing Your Vendors into Sisu

Sisu can import your team's past activities.

Importing Your Team's Activities

Josh Spradlin

Step 7:  Import Your Past Data

Sisu integrates with tons of systems and platforms. Here is our list and how to connect them.