Our dev team is kicking off the new year with some timely updates and improvements that will be critical for better leading your ISA & transaction management departments through the system.
We went deep in a recent post (here) about what integrated vendors are and why they'll be an valuable part of the long-term Sisu roadmap.
This release makes them officially available. Here's how we're doing it with our first official integrated vendor partner (have someone you want us to work with? Notes on how to request them below).
Note that this functionality is only available for transactions taking place in the operating states of our integrated vendors.
Location
Click on a transaction. The Integrated Vendors section is on the left-hand side under the Transaction Menu.
Selecting Integrated Vendors
In Sisu, select a transaction.
On the left side of the screen in the Integrated Vendors section, click Vendor List. This makes a window appear with a list of integrated vendors.
Click the check-box to the left of a vendor to select it. Then click Close. The vendor you selected then appears in the Integrated Vendors section.
Signing a Vendor Referral Form
You can sign and send integrated vendor forms directly from Sisu.
Click on a vendor in the Integrated Vendors section. This makes the vendor’s corresponding agreement form appear.
Fill out the form and click Submit. The completed form is then sent to the vendor.
How to Recommend That We Add a New Integrated Vendor
If you don't see a vendor in the Integrated Vendors list that you wish was there, let us know!
In Sisu, select a transaction.
On the left side of the screen in the Integrated Vendors section, click Vendor List. This makes a window appear with a list of integrated vendors.
Click the link below the list of vendors where it says "Not seeing your preferred vendor? Help us connect with them click here."
When we first started Sisu back in 2018, the acronym "ISA" didn't carry nearly the weight it does now.
Today, it's all the hype—and with good reason. Your leads are your most valuable resource. Taking control of them with dedicated, committed employees who spend 100% of their time prospecting means you'll control and own this resource.
A dialed in ISA department means you own your lead generation.
And when you own lead generation, it's a lot easier to control your fate.
One of the biggest differences we've seen between teams who crush it with ISAs and those who struggle is how they set goals and lead their ISA teams.
They pay ISAs based on a % of production, rather than per appointment. This aligns your ISAs with the rest of your business.
Here's how Sisu makes that easy:
When we set the scope to ISA, we look at the exact same dashboard an agent would. The difference is that we're filtering for transactions based on who's in the "appointment set by (ISA)" field, rather than the "Agent" field.
This is the simplest way I've ever seen of being able to track not just how many appointments an ISA sets, but every single downstream effect of those appointments. How many of them held? How many of them ended up as signed clients? How many of those signed clients closed? How much GCI has your ISA generated for your team over a given time range?
And it sets the stage for some really productive conversations with your ISAs around goal setting, the same way you would with an agent.
ISAs should absolutely have production based goals. They should be shooting to generate a certain amount of closings and a certain amount of GCI for your business. This is the best way to align them with what's best for your company. Then, you can take those goals and reverse-engineer them into a number of appointments that need to be set and conversations that need to be had.
This update makes ISA goal setting even easier. For example:
The thing we love the most about tracking your ISA production in Sisu is how lightweight it is. Seriously, all you have to do is make sure that "appointment set by (ISA)" field gets completed for each transaction/opportunity.
Lead source ROI is one of those extremely complex reports that Sisu's reporting suite makes achievable.
You need to know:
And then, if you want to take it a step further to know Lead Source ROI per agent, you need to know:
If you're wanting to go deep on lead source ROI, we'd recommend checking out this video:
The main update in this release around lead source ROI has to do with the "lead sources by agent" report, specifically.
We've grown this report from what it was originally (just showing closings by source by agent) to including everything from leads generated>appts set>appts met>signed>under contract>closed per lead source, per agent.
It's like a report card for each agent on how well they're handling lead sources.
We added the ability now to filter it by lead type as well. So you could use the selector in the screenshot below to check how well an agent is converted buyer leads vs. seller leads.
The teams who use Sisu the best are the ones who manage their day to day business out of the platform.
This almost always means task management. Your TCs can go to tasks>task manager to get a list of overdue, due today and due in the next 7 day tasks.
This means that if you set up the right task lists and set them up to trigger automatically... the only thing you need to do as a leader is make sure that the tasks are being completed in a timely manner.
It makes managing a transaction team a whole lot easier.
This release added two improvements:
As always, you can find our full release notes at our knowledge base here: https://kb.sisu.co/en/articles/5855572-2022-release-notes#h_76f4e09d0a
Keep the product feedback coming—use our chat box in the bottom right hand corner of the website to submit feature requests. We review them with our full product team every single Tuesday to prioritize our roadmap!