The videos below provide an overview of the Client Portal, which is accessible via client.sisu.co or from within a transaction. We highlight key features such as Roadmaps, Documents, and Comments, while also demonstrating how to invite clients and explore the portal from their perspective.

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In this video provides an overview of the Client Portal, which is accessible via client.sisu.co or through a transaction in Sisu. Key features include synced transaction details, Roadmaps, Documents, and Comments.

This video provides an explanation of Client Portal Roadmaps and Roadmap Steps. Roadmaps consist of key steps in the transaction process and are linked to date fields and tasks. Users can assign, view, edit, and remove Roadmaps as well as create custom Roadmap Steps.

In this video we demonstrate the ways you can invite your clients to the Client Portal. We also review what information client's use to register and how to invite a secondary contact.

In this video, we showcase the Client Portal from the client's perspective. Clients receive an email with a link to register and verify their account. Once they've registered they can access a dashboard featuring transaction cards with property details, agent information, and vendor contacts. Clients can manage settings, view roadmaps, upload documents, and send messages.

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