As Sisu continues to become the core platform for a lot of our teams/brokerages, our team has been hard at work pushing out updates to facilitate.
A lot of our customers find that they only need two systems—their CRM and Sisu—to truly manage their business.
These updates are another step in that direction!
A lot of you got pretty excited about this in our Facebook Mastermind group, and we're excited to release it!
Head over to your task manager section of the platform (https://my.sisu.co/dashboard/tasks/list and you'll see an additional view option for looking at your tasks:
In addition to the previously available task list and task board, you can now view a task calendar:
This is simply another way of viewing your tasks that will give you a holistic view of workload and which days are going to be the heaviest for transaction management.
We do plan to offer views like this that visualize the dates in the transaction, but first step in this release was looking at all the tasks in a calendar view.
You can use the filters at the top of the screen to look at different date periods, assignees, and stages in this calendar view.
Teams and brokerages are replacing disconnected systems such as Dropbox or Google Drive for managing their documents, as well as replacing more traditional transaction management systems that focus on uploading, collaborating on, and storing documents.
A little more in-depth look at the docs comment thread:
As a managing broker or administrative staff, this will allow you collaborate more closely with your agents on these documents until they get them just right.
Similar comment threading on tasks is also on our roadmap.
This report was highly requested because a lot of our team leaders/brokers wanted to know where every single dollar of commission income is going. That's what this report is geared around.
If you look at the commission form on any given transaction, you'll notice the "payments" section. This is where all the commission payments are going for the specific transaction.
The payments report, found at https://my.sisu.co/reports/commission-payments, is simply a sum of all of those different payouts for multiple transactions. You can use the filters at the top of the report to select the date range, as well as which transactions are included in the report (sorted by who the primary agent is on the transaction).
We've been steadily making improvements to how our system manages and manages capped commission structures. Details on setting up/tracking your caps can be found here.
This report simply sums up the agents progress towards their caps (you can configure one or two caps) and allows you to quickly switch between agents for viewing cap progress.
A lot of you were asking for some new filter abilities in the transactions screen at
https://my.sisu.co/transactions/records. If you open up the filter drawer on that page, you'll see a handful of new options:
Filtering by assigned transaction coordinator. This view allows you to see all transactions assigned to a certain TC, or use the "any" option to see all transactions assigned to any transaction coordinator.
The same type of filtering for ISA, including "Any" option:
Search by Transaction ID or Phone Number in the quick search—previously only supported Address, Email, and Client name
As always, drop your product feedback in the chat box on our website so that we can continue building the industry's best (and only) lead to close management system!