Streamline & Scale Rock-Solid Transaction Management Processes
The best real estate operators have a process for everything. With Sisu transaction management software you can bring those processes to life with transaction management task lists, automations and workflows.
With Sisu, you’ll be able to take the burden out of your transaction management processes. You can build a task list for everything. New listings, buyer contracts, seller contracts, referrals, new builds—you name it. The processes kick off automatically using Sisu intake forms or via integration from the CRM. You can point your agents to one simple place where they can pass the baton to your transaction team, which will instantly apply processes for smooth work.
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Deep CRM Integration
Transaction coordinators do a ton. Duplicate data entry shouldn’t be part of any good transaction management software product. Rather than starting transactions from scratch, the data from your CRM will already be sitting there for you to work with. This way you don’t have to re-enter anything—no re-entering basic contact information, lead source, lead creation date… nothing. And as you work the transaction in Sisu, we can often push it back to your CRM or into other back office systems that your brokerage might require (i.e. Skyslope).
Transaction Intake Forms
With Sisu, you’ll be able to put a good focus on the hand-off between agent and TC. You can build intake forms that ask your agents for the exact information and dates your transaction management team needs to kick off a transaction or listing. Some of the data will be required. Some of the data will be auto filled with data from the CRM. Some of it will be completely custom fields that you can create and manage.
Transaction Management Checklists
All of the data that you collected from your intake forms will automatically kick off a transaction management checklist. For example, you could assign the transaction coordinator to order listing photos, and make this due seven days before the listing goes live on the MLS. As you scale, you can easily offload tasks to new team members with solid descriptions so that they don’t get lost. You can involve partner vendors (mortgage/title), agents, and other team members in these task lists.
Kanban, Task Manager & Calendar Views
You show up to the office. It’s work time. You need to know exactly what’s overdue, what’s due tomorrow, and what’s due in the next seven days. Taking a day off in three weeks? You can see which tasks are scheduled for that day on a calendar and get help. These daily task digests can be delivered to your inbox each day so that you know exactly what to work on. As a director of operations, you can watch your entire team to make sure that no task is ever dropped. Kanban views in Sisu transaction management software let you see every transaction at a glance and drag + drop between custom stages.
Automated Emails with Merge Fields
Because all your data from all your systems is housed in Sisu, you’ll be able to query all this data up into timely emails with merge fields. These emails can go out to anyone on the transaction. For example, you might want to send a message to the client, loan officer, title company, agent, and cooperating agent one day after a transaction goes under contract, and you want that email to contain {{closing date}}, {{due diligence deadline}}, {{financing deadline}} and more. You’ll be able to build all of that out and save yourself from having to send the same basic email for every transaction.
Document Storage & Management
Rather than keeping external file bins, you can keep all of your documents inside of Sisu. This makes them easy to send. It also makes them easy to review—you can create document checklists and a quick “broker review” process that makes it easy to approve, reject, or comment on documents.
Messaging & Notification Center
Ever felt like you send the same text/email internally multiple times to multiple people on the same transaction? Sisu transaction management software has a built-in messaging center that supports @ mentioning, notifications to mobile/email, and comment threads per transaction, task, or document. This means you can plug in your agents, mortgage and title partners, and admin teams to create one source of internal communication. Say something once and everyones in the loop, and all communication is documented.
No Dead Data!
If your transaction management software system is weak on reporting, you probably have a lot of “dead data”. This is data that you spend hours and hours to keep straight (dates, deadlines, amounts) in a system that can’t report on it. The end result is that most TCs also have to keep a spreadsheet for reporting. With Sisu, all of the transaction data that you work so hard to keep clean will be fed into beautiful dashboards, leaderboards, forecasts and more. See our sales performance management features.
Don’t just take our word for it
The results speak for themselves. See how Sisu transaction management software has helped real clients take their businesses to the next level.
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Integration Partners.
All your real estate technology solutions data visualized and gamified in real-time. Combine all the data from your systems into Sisu dashboards and leaderboards to make rapid data driven decisions and increase the accountability of your agents, inside sales agents, transaction coordinators, and real estate recruiters.
Talk to a professional
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. It might be using our platform, it might be a free trial to test it out, or it might be moving in a different direction. Either way, you’ll get to that decision as quickly as possible so that you can keep moving.
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