If you already use Sisu to manage your real estate sales, you’ll find the Recruiting & Onboarding platform feels very familiar.

In the real estate platform, the core data object is a transaction, while in Recruiting & Onboarding, that object becomes a recruit. Similarly, just as Sisu tracks your transaction pipeline—active, closed, or lost deals—in Recruiting & Onboarding, you track your people pipeline, including prospective recruits, new recruits, active agents, and lost agents.

Adding and managing a recruit works just like adding and managing a transaction, so you’ll pick it up quickly. 🚀

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Say goodbye to spreadsheets. 👋 With Recruiting & Onboarding, your agent roster lives inside Sisu.

Our team can help you hit the ground running by importing your existing recruits directly into Sisu. This ensures you get a head start on tracking your people pipeline while eliminating the need for time-consuming manual data entry. An easy to use import template can be found here.

The Recruiting platform supports custom fields, so you can track anything you want about your agents and report on it. For example: Want to see which agents have birthdays this month so you can plan a get together? Create a custom field to track birthdays and run a report on it each month! Or setup a Task Notification to automatically alert you when it's someone's birthday, so it's never missed. 🎂

Onboarding and offboarding doesn’t have to be messy. Instead of juggling checklists and spreadsheets, keep everything inside Sisu so every step is tracked and nothing gets overlooked.

Use Task Lists to create a clear onboarding or offboarding process for your agents. Each checklist ensures that tasks like system setup, paperwork, and training are completed consistently and on time - helping new agents get up and running faster and start producing sooner. ✅

You can also leverage Stages and Status boards to track where each agent is in the process. This gives your team visibility into progress at a glance, helps identify bottlenecks, and keeps transitions moving smoothly.

Together, Task Lists, Stages, and Status boards provide a structured workflow that keeps your agent transitions organized, transparent, and focused on getting agents productive as quickly as possible.

When you track everything directly in the Recruiting & Onboarding platform, you avoid “dead data” sitting in spreadsheets.

Your data stays active, meaning it feeds straight into reporting. From your dashboard, you’ll instantly see:

All the reports you already know and love in Sisu, lead source reporting, conversion rates, and more, are now available for your recruiting and onboarding pipeline. 📈

The Recruiting & Onboarding platform includes all of our direct CRM integrations - such as Follow Up Boss, Sierra, CINC, and more. You’ll also find integrations with tools like ActiveCampaign and Lofty, plus an option to automatically create users in your Real Estate platform directly from your Recruits.

To learn more about available integrations check out this KB article. 📙