Formations and Sisu Unite to Boost Financial Success for Real Estate Teams and Brokers

Salt Lake City, UT – [September 25th, 2024] – Sisu, the real estate industry’s leading analytics platform with built-in transaction management, is proud to announce a groundbreaking partnership with Formations, the premier financial management platform for self-employed individuals.

This integration will bridge the gap between business performance and financial optimization, empowering real estate teams to maximize both their operational efficiency and financial success.

Why The Industry Needs This Partnership

Today, Sisu clients benefit from a robust platform that allows them to manage everything in their business, from initial conversations, appointments, pending and closed transactions, and back-office transaction management. Detailed CEO dashboards and income reports allow them to predict, forecast, and set goals around everything about their business.

The shifting market has highlighted a massive need for team owners and brokers to focus more on profitability than production—and the only way to do this is with a disciplined and streamlined approach to reporting and numbers. It’s not about how much money you make but how much money you keep.

And while historically Sisu has taken team owners all the way down to their pre-tax income numbers, tax strategy and planning heavily determine what profitability actually looks like when all is said and done.

That’s where Formations and their expertise comes in. Their commitment to empowering real estate professionals by simplifying the complexities of tax and financial management and ensuring that every dollar is strategically managed once it enters your account aligns with Sisu’s vision of empowering teams to drive bottom-line profit.

Formations robust and open platform for managing team finances creates a standard data model that can be integrated with Sisu. The combined platforms usher in a new era of transparency and efficiency in back-office operations for team leads and brokers.

Integrated together, this partnership creates an end-to-end solution that revolutionizes how real estate teams and brokerages operate with unparalleled precision and visibility. Finally, brokers and team owners will be able to visualize everything from lead to closed to post-tax income in one place. It’s a breakthrough the real estate industry has needed for decades.

By optimizing financial operations, clients will save time and money, reduce tax liabilities, and focus on what they do best—running their businesses at scale.

Benefits of the Partnership

Integrated Financial and Performance Management: Seamlessly integrate revenue forecasts, expense tracking, and tax estimates for a holistic financial overview.
Enhanced Financial Visibility: With Formations' advanced tax and financial management tools, real estate teams gain unprecedented visibility into their financial health. This includes real-time tracking of income and expenses, ongoing tax estimates, and strategic financial planning tailored to the unique needs of self-employed professionals.
Data-Driven Growth: Leverage Sisu's real-time performance metrics alongside Formations' in-depth financial breakdowns, enabling real estate teams to set precise goals, track progress, and make informed, data-backed decisions directly impacting their bottom line.
Empowerment Through Education: Both Formations and Sisu are committed to educating their clients. Through this partnership, real estate professionals will access a wealth of educational resources, from tax and financial guidance to performance management strategies, equipping them with the knowledge needed to succeed in a competitive market.

A Message from Leadership

“We see the future of real estate in the Team structure, and by combining Sisu’s unparalleled analytics with Formations’ financial optimization, we’re not just helping teams close more deals—we’re ensuring they see more money in their pockets from every single transaction,” said Shahar Plinner, CEO and Co-Founder of Formations. “With Sisu enhancing productivity and Formations optimizing earnings, we provide real estate professionals with the ultimate toolkit for success.”

“The smartest teams in the business were already heavily focused on profitability. The shifting market emphasized this need, as Sisu teams have become more obsessed with optimizing their ROI and net-dollar profit than ever before,” said Brian Charlesworth, CEO and Founder of Sisu. “Sisu has always been an incredible platform for managing lead to close to pre-tax income, and with this partnership, we’ll be able to take that all the way down to post-tax income. In addition, we’ll be able to further streamline the flow of data into the platform by integrating with Formation’s robust and open platform. ”

Celebrating This Milestone

Real estate professionals using Sisu and Formations will soon have access to integrate the platforms, offering a holistic approach to business management that spans from transaction oversight to financial optimization.

For more information about the partnership and its benefits for your real estate business, visit Formations or Sisu.

About Formations: Formations is a leading financial management platform dedicated to helping self-employed individuals maximize their financial well-being. By providing comprehensive solutions, including S Corp management, tax optimization, and bookkeeping, Formations simplifies the complexities of financial management, allowing self-employed professionals to focus on what they do best.

About Sisu: Sisu is the industry's only analytics platform with built-in transaction management. Sisu empowers real estate teams and brokers with unparalleled business intelligence, high-performance transaction management, and a fully branded client portal, providing everything needed to run a successful real estate business.