Here is an overview of our Barry Jenkins webinar;
- The core feature in the Sisu Client Portal today are Transaction Roadmaps.
- These roadmaps are built from your own custom key dates and tasks in your Task Lists that already exist in your Sisu platform. Everything is customizable.
- Your Admin and TC's determine what will be displayed to the client and what will not be displayed to the client.
- Client access is super easy. You send them a link and it does a basic email/sms authentication to let them in. They can access from any browser and it is mobile optimized.
- Everything is custom branded with your branding and logo so it feels like your own internal system and is recognizable to your clients.
- You can set notifications at any point of the roadmap, keeping your client up to date and bringing them back into your client portal.
- Key transaction participants are displayed in the Client Portal so that your client can quickly communicate with your agent with hyperlinks to dial, text or email.
- We break down all this and more in this big reveal webinar.
Interested in learning more about Sisu? Book a demo today!
