Stay up to date with what’s new in Sisu Next. 🚀 This page captures everything we've released throughout 2026: new features, enhancements, and bug fixes.

We release updates every two weeks, continuously improving performance, usability, and functionality. The latest release appears at the top, followed by earlier updates. Use the table of contents to quickly navigate to past releases.

Improvements

We've made it faster to add new vendors while working in a transaction. A new + button has been added next to each vendor type field, allowing Admin and TC users to create a new vendor without leaving the transaction. This streamlines data entry and eliminates the need to navigate away to add missing vendors.

We made improvements to the Sunburst Insights experience by simplifying and making it easier to access. Sunburst Insights now appears as a clickable bubble below your account menu on the right side of every Sisu page, providing quick access without interrupting your workflow.

We've made it easier to manage your personal Dotloop integration by adding a Configure button under Account > Profile > Integrations. You can now quickly set up, update, or manage your personal Dotloop connection directly from your profile, making integration management more convenient and accessible.

We've improved the Transaction Status Board so your custom tile arrangement is now saved. After dragging and dropping status tiles into your preferred order, that layout will persist even after refreshing the page, providing a more consistent and personalized workflow.

We've improved the Task Manager to remember your selected filters as you navigate throughout Sisu. When you leave the page and return, your previously applied filters are automatically retained, making it easier to pick up where you left off without resetting your view.

We've enhanced the "Filter by Status" option in Transactions > Tasks to support multi-select filtering. You can now select multiple task statuses at once to view a broader set of tasks or exclude one or more statuses (such as "Done" or "Not Applicable") to better focus on the tasks that need your attention.

We've improved the Update Transaction option in SisuSign. When you save a contract with Update Transaction selected, the transaction is now updated immediately instead of waiting until the contract is sent. This ensures transaction data stays current and eliminates delays between saving and seeing updates reflected in Sisu.

We've improved how direct links to Recruiting pages work. Links now retain the recruiting team ID, so when you open or share a link, it automatically displays the correct team. Existing links continue to work as expected, providing a seamless experience when navigating between teams.

Improvements

We've enhanced the Income Report by adding the Net Agent Paid Income tile. This metric provides greater visibility into agent-paid income by displaying the net amount after adjustments, helping teams more accurately track and analyze income performance directly from the report.

We've improved the Transaction Stages Board and Transaction Status Board by adding tag management directly to transaction tiles. Users can now view, add, and remove tags without opening the transaction, making it faster and easier to organize and update transactions directly from the board view.

We've improved the Commission Payments Report by adding the ability to download report results. Users can now export the report data for easier sharing, recordkeeping, and further analysis outside of Sisu by clicking the download button found in the upper, right hand corner of the report.

We've enhanced the Lead Sources by Status Report by adding a Report Filter . Users can now apply the same filtering options available in other reports, making it easier to customize results, analyze specific segments of data, and gain more targeted insights.

We've improved filtering throughout the platform by adding new pre-defined date range options. Users can now quickly select 15 Days, 30 Days, 60 Days, 90 Days, and 120 Days date ranges, making it faster and easier to analyze data without manually entering custom date ranges.

We've enhanced the Task Notification Templates page by adding a search bar. Users can now quickly find specific notification templates, making it easier to manage and update templates without having to scroll through the entire list.

We've expanded Vendor management by adding two new vendor types: Coop Attorney and Coop Agent. These new options provide greater flexibility when categorizing and managing transaction-related vendors, helping teams more accurately track and organize their business relationships.

We've improved Sunburst's ability to analyze and answer questions about Groups. Sunburst can now access Group-level information, including identifying the assigned Group Coach and recognizing members who are included in a Group but excluded from contributing to Group totals. This enhancement enables more accurate reporting and deeper insights when asking Sunburst questions about Group performance and membership.

We've expanded Sunburst's reporting capabilities to include Lead Source data and analytics. Sunburst can now answer questions using data from Lead Source reports. It also understands the difference between Date-Based and Cohort-Based reporting, along with key report metrics such as Opportunity Cost and Cost Per Lead. This enhancement allows users to ask more advanced questions about lead source performance, conversion rates, ROI, agent effectiveness, and long-term trends across both individual users and the entire team.

We've added a new Lender Vendor Type setting to the SkySlope integration, giving teams more control over which vendor information syncs to the Lender contact in SkySlope. By default, SkySlope uses the Mortgage vendor field from Sisu, but you can now change this setting to use the Lender vendor field instead. This makes it easier to align your SkySlope contacts with your team's workflow and vendor setup.

New Features

Improvements

A new preference setting, “Include transactions that originated in another team,” has been added under Admin > Commissions > Preferences and is enabled by default. When enabled, commission-related reports will include transactions from other teams where a user is assigned, which may impact overall team income totals. Origination Team columns have also been added to affected reports, with full sorting and search capabilities when the setting is enabled.

We've improved the Record page to allow users to quickly create a new transaction directly from the transaction search, removing the need to navigate away from the page.

On existing transactions, key date fields are visible and can be quickly updated.

The 15, 30, 60, 90, and 120-day GCI and Net data points in the Cash Flow section of the CEO Dashboard are now clickable. Selecting any data point redirects users to the Transaction Page with the corresponding date range filter applied, and the resulting list reflects the same total as the selected dashboard metric, ensuring consistency between views.

Closed and Forecasted metrics across the Team Dashboard, YTD Dashboard, Personal Dashboard, CEO Dashboard and Snapshot Dashboard now consistently exclude Lost transactions. This applies regardless of team settings or user filters.

We improved visibility for sent documents by logging documents sent from Transactions or the Client Portal. These entries now appear in Admin > Tasks > Task Settings > Sent Emails, making it easier to track and audit outgoing document activity.

Users can now bulk delete tasks within a transaction by selecting the checkboxes to the left of the desired tasks, and clicking the Bulk Delete button.

Admin and TC users can now use Sunburst to set goals for other users on their team, enabling easier management and alignment of individual performance targets.

Users can now choose to download either all documents within a SisuSign packet or individual documents, providing more flexibility when exporting signed files.

SisuSign now includes new signing role options when setting up a document, allowing users to choose between “Sign Electronically” or “Sign Physically.” Documents with all signers set to physical signing will be marked as complete and available for download immediately. When both electronic and physical signing are used, the document will remain in a partially signed status until all electronic signatures are completed, after which it will move to complete. Partially signed documents are also available for download.

New Features

Improvements

The Integration Hub is now available in Next! Admin and TC users can access the page by navigating to Admin > Integration Hub. The page is organized into three sections for easier integration management: My Integrations for currently enabled/configured integrations, Sisu Integrations for available native integrations that are not yet enabled, and Partner Integrations for third-party integration options.

The new Google Calendar integration automatically creates and updates calendar events based on dates in Sisu transaction forms, including custom date fields. Calendar invites are dynamically generated to include the assigned agent, TC, and client/second client, with the ability to also include specific individuals regardless of Sisu profile (such as a shared team calendar). This helps ensure key transaction milestones stay in sync across teams and calendars. If you're interested in this integration, please contact your Sisu Account Manager.

A new Vendor type, Broker, has been added to provide more flexibility when creating vendors in Admin > Vendors. This is especially helpful when using SisuSign and the Client Portal, allowing broker contacts to be more clearly categorized and contactable throughout the transaction process.

All Commission Preferences have been moved from Team Settings > Preferences to Commissions > Preferences to keep all commission-related settings together in one more easily accessible location.

New Features

Improvements

We’ve released the Commission Payments Report, a powerful way to track, analyze, and reconcile commission payments across your team - now with major enhancements compared to the Classic version. This updated report provides improved visibility into commission activity at both the team and individual agent level, with flexible filtering by scope, transaction type, agent status, and date range. Easily drill down from high-level team totals into detailed transaction data, validate commission calculations, and ensure accurate payment distribution. Whether you’re reviewing performance, auditing financials, or planning compensation, this report gives you the clarity and control you need in one place.

You can now connect a Gmail account to your team in Sisu, allowing emails to be sent directly from your own Google account instead of the default [email protected] address. This new integration can be found in Admin > Team Settings > Profile, and gives teams more flexibility and personalization when sending email communications.

We’ve made it easier to manage filters on the Transaction Stages Board and Transaction Statuses Board. Your active filters now appear at the top of the board, so you can quickly see what’s applied and remove or adjust them with a single click—no need to reopen the filter panel.

We’ve improved Cap visibility when adding and editing Commission Adjustments within the Commission Form. You can now easily see how much Cap has been used, along with the total Cap amount, based on the transaction’s Closed (Settlement) Date. This makes it easier to understand cap impact in context while managing commission adjustments.

New Features

Improvements

Meet Sunburst Insights, the newest addition to our AI-powered assistant, built directly into Sisu. Sunburst is page-aware and delivers relevant insights wherever you are in the platform. You can use suggested prompts, edit them to fit your needs, or enter your own custom prompts. Use the gear icon to access settings, where you can disable Insights, or simply minimize it when not in use. Not a Sunburst customer yet? Enjoy 5 free prompts to try it out and see how it will add value to your business.

The Team Library is now available in Next under Account > Team Library. You can upload and manage shared team resources in one centralized location. Currently, the Team Library supports PDF uploads, with image support coming soon. We’ve also increased the maximum file size to 50MB (up from 10MB in Classic), making it easier to store larger documents your team relies on. This update helps ensure your team has quick access to important materials without needing to switch between platforms.

Gmail integration is now available in Next under Account > Profile. Users can easily connect their Gmail account using the Connect button if no integration is set up.

Once connected, the integration status will display as Active, along with the Gmail account that’s currently linked. You’ll also have the option to disconnect the integration at any time.

Snapshot Graphs now include a projected pace line for future months, helping you visualize where you’re trending by year-end. Projections are based on your current year-to-date performance relative to your goal (YTD actual ÷ YTD goal) and extended across the remaining months.

An embedded Sunburst button is now located at the bottom of the screen in the Sisu mobile app, making it easier to access while working on the go.

Anything that appears in your notification bell will also be delivered as a push notification, helping you stay up to date in real time. To receive push notifications, make sure notifications are enabled for the Sisu app in your device settings.

New Features

Improvements

Admin and TC users can now access a portion of team preference settings directly in Next by navigating to Admin > Team Settings > Preferences. These settings impact multiple areas across Sisu, including the Transactions Page, Report access, Dashboards, Commissions, and the Client Portal, making it easier to manage and customize your team’s experience in one centralized location. Additional preference settings will be rolled out in an upcoming release.

Admin and TC users can now manage vendors directly in Next by navigating to Admin > Vendors. From this page, users can create new vendors, view and edit existing ones, search, and download vendor information. This keeps vendor records organized and accessible.

You can now quickly view cap tracking information directly within a user’s profile, making it easier to monitor progress and stay on top of cap-related details at a glance.

Admin and TC users can now view their own saved filters, as well as saved filters created by any user on their team, in Admin > Team Settings > Saved Filters. In addition, they can share saved filters across the entire team, making it easier to standardize views and streamline workflows.

Users leveraging the Dotloop integration can now sync their templates directly from their user profile in Next. When triggered, Sisu will automatically create a tag for each Dotloop template, named accordingly. These template tags are then available for all users across the team - no need for each user to sync individually. This action only needs to be completed once per team.

Sunburst can now analyze uploaded documents directly from a transaction. Navigate to the transaction’s Documents tab and click Analyze next to any uploaded file to get AI-powered insights.

Sunburst can now retrieve detailed data for lost transactions, including Lost Date and Lost Reason. You can prompt Sunburst to generate reports such as: “Provide me with a report of my Lost transactions for 2026 YTD. Both Buyers and Sellers.” Results include transaction ID, lead agent, address, lost date, and lost reason (if available).

Sunburst can now generate reports showing Pending GCI by agent, giving you a clearer view of upcoming earnings. This can be used to help forecast future income, and better understand where your pipeline stands before transactions close.

Sunburst can now update and enter user goals directly. Note that it does not utilize the Goal Calculator, so some goal metrics may be incomplete if the calculator has not been used first. For best results, we recommend setting up goals using the Goal Calculator initially.

We’ve reorganized the GCI and Income tiles on the CEO Dashboard to provide clearer visibility into your financial performance. Tiles are now grouped into the following categories:

We’ve enhanced our CINC integration by adding Buyer Lost and Seller Lost pipeline labels. When these labels are applied in CINC, the corresponding transaction in Sisu will automatically be updated to the Lost status. The lost reason will also be updated in Sisu to “Marked Lost by CINC Integration”, making it easy to track the source of the status change.

New Features

Improvements

The new Commission Adjustments Report provides clear visibility into Commission Adjustment Categories and entity totals directly from your Commission Forms. By default, the report displays Active, Closed, and Forecasted transactions.

Users can filter by scope (Team, Group, or individual), transaction type, date range, payer, and payee to quickly find relevant data. The report also includes a search bar for locating specific adjustments, entities, or users, and all columns are sortable for easier analysis. These filtering options provide a complete view of adjustments across your pipeline.

The Caps Report provides clear visibility into your team’s progress toward brokerage and royalty caps. Easily track how close agents are to reaching their caps, while also viewing the specific transactions contributing to those totals.

Filtering has been improved to give users more flexibility when working with Yes/No fields. You can now apply multiple Yes/No filters at once and even select the same field more than once to capture combinations like “No” and “Not Set,” making it easier to refine and target your data.

New Features

Improvements

Sisu now makes it easy to merge duplicate transactions while ensuring critical transaction data is preserved in the retained record.

How it works:

The retained transaction will now include all selected merged information, and the duplicate transaction will be permanently deleted.

Filters found in Dashboards and Reporting, have been updated to include a new multi-select field called “Active Status”, replacing the previous “Exclude Lost” filter. This provides more flexibility for viewing active vs. Lost transactions. By default, the filter will respect the team’s preference setting "Exclude lost transactions from leaderboards and dashboards."

The YTD Dashboard now includes the Dashboard Filter button , making it easier to customize your view. Users can now Users can now filter deeper into the data directly on the YTD Dashboard, eliminating the need to adjust the scope on the Team Dashboard. This reduces confusion and cuts down on extra clicks.

Improvements

Filtering options available throughout other areas of Sisu are now supported on the Leaderboards page, making it easier to segment data and view performance with greater precision.

A new Status column has been added to the Income Report, providing clearer visibility into where each transaction is in the pipeline. Additionally, the address columns have been consolidated into a single column for a cleaner view.

Improvements

The Task Manager will now automatically display 100 tasks by default. This reduces the need to manually change how many tasks are shown on the page and makes it easier to view and manage more tasks at once.

You can now choose whether a Group Coach’s production counts toward the Group data when viewing reports and dashboards. This gives you more control over how Group totals are calculated and displayed. This can be toggled on/off when creating/editing Groups in Admin > Team Settings > Groups.

When the Agent Status filter is available in a report, it will now automatically default to “Active.” This helps ensure reports reflect current team members without requiring manual filter adjustments.

New Features

Sunburst is an AI-powered coach and strategic thought partner developed by Sisu that sits on top of our real-estate operating platform. It uses the real data from sales production, agent performance, lead flow, and conversions to show leaders what is truly happening in their business, where opportunities exist, and what actions to take next. Unlike traditional coaching that relies on subjective memory or advice, Sunburst interprets actual patterns in the data to provide clear insights and recommendations tailored to a team’s specific performance and goals. Interested? Join the waitlist. 🚀

New Features

Admin and TC users can now manage Slack channels directly in Next.
Navigate to Admin > Team Settings > Slack Channels to:

Admin and TC users now have access to API credentials and webhooks within Next.
Navigate to Admin > Team Settings > API Credentials/Webhooks to: