Vendors allow you to track the service providers your team works with across transactions - such as lenders, title companies, inspectors, and more. Once created, Vendors can be selected directly within transactions and used to filter and analyze data across your reports.
Topics in this article:
Creating, Editing & Disabling Vendors
This section is intended for Admin & TC users within Sisu.
Creating Vendors
Vendors are created and managed in your Admin settings. You can add as many Vendors as your team needs, organized by type.
To create a Vendor, follow these steps:
Navigate to Admin > Vendors.
Click the Add Vendor button in the upper right-hand corner.
Enter known existing vendor information into one or more search fields:
Vendor Type: Select the category that best describes the vendor (ex: Lender, Title, Inspector).
Contact Email: The vendor's primary contact email address.
Vendor Name: The business name of the vendor as it will appear throughout Sisu (ex: Tennessee Title Company).
Contact First Name: The first name of the contact.
Contact Last Name: The last name of the contact.
State: The state the vendor's address is associated with.
Click the Search button.
If search results are rendered, review if the vendor already exists.
If matching results aren't rendered, click the Add Vendor Manually button.
Complete the following fields:
Name: The business name of the vendor as it will appear throughout Sisu (e.g., Tennessee Title Company).
Type: Select the category that best describes the vendor (e.g., Lender, Title, Inspector).
Partner: Check this box if the vendor is a preferred or regularly used partner. Partner vendors appear at the top of the list instead of alphabetically.
Address Line 1: The vendor's street address.
Address Line 2: Additional address information (e.g., suite, unit, or apartment number), if applicable.
City: The city where the vendor is located.
State:The vendor's ZIP or postal code.
Postal Code: The vendor's business zip code.
Contact Name: The vendor's primary contact person.
Contact Phone Number: The vendor's primary phone number.
Contact Email: The vendor's primary email address.
Secondary Contact Name: An additional contact person for the vendor, if applicable.
Secondary Contact Phone Number: The secondary contact's phone number.
Secondary Contact Email: The secondary contact's email address.
Tax Identification Number (TIN): The vendor's Tax Identification Number.
Logo: Upload an image of the vendor's business logo by clicking the Choose button.
Click the Create button.
Once created, Vendors will appear in the Vendors list and can be selected within any transaction.
Editing & Disabling Vendors
To edit or disable an existing Vendor, navigate to Admin > Vendors, locate the Vendor in the list, and use the action menu to the right of the Vendor's name to make your changes. 
These additional Client Portal options are available when editing an existing vendor:
Allow Platform Access: An email invite to the Client Portal will auto-send to the vendor after they are added to a transaction.
Viewable In Client Portal: Allow the vendor to appear in the Client Portal Services section.
Selecting Vendors In Transactions
Once Vendors have been created they can be selected within individual transactions. This allows your team to associate specific service providers with each deal for tracking and reporting purposes.
To select a Vendor in a transaction, follow these steps:
Navigate to the Transactions Page and either create a new transaction or open an existing transaction.
Within the transaction, select a form that includes a Vendor field.
Example of Vendor form fields: Mortgage Company, Title Company, Home Inspection Company
Click the Vendor field and begin typing to search for the Vendor you'd like to select, or scroll through the available options.
If the Vendor you need does not appear, you'll need to add it. The Creating Vendors section outlines how.
Select the appropriate Vendor from the dropdown.
Click the Save Changes button at the bottom of the form.
ℹ️ Note: If you're not seeing a specific Vendor field on your form(s), an Admin or TC user can add the field. Each vendor type aligns with a Vendor form field. For steps on adding fields to a form, check out this KB article. 📙
Vendor Reporting
Sisu makes it easy to analyze your transactions by Vendor. Utilize the Vendor Report for quick reporting. Information on this report can be found in this KB article. 📙
You can filter your reports and dashboards to view performance data broken down by the vendors your team works with most. Here's how:
Navigate to a page in Sisu (e.g., Transactions Page or Team Dashboard).
Click the page's Filter button.
Locate the Vendor filter option and select the Vendor(s) you'd like to view data for.
The page will update to display only the transactions associated with the selected Vendor.
This makes it simple to understand which lenders, title companies, or other service providers are providing the most value to your team.
💡 Pro Tip: Save your Vendor-filtered views for quick access in the future by clicking the Save As New button in the top-right corner of the filters panel. 
Including Vendors In Task Notifications
This section is intended for Admin & TC users within Sisu.
Once a Vendor has been selected in a transaction, their contact information becomes available to use in two key ways: as a recipient of Task Notifications and shared emails, and as dynamic data that can be auto-inserted into Notification Templates.
Sending Task Notifications & Shared Emails to Vendors
When sending a Task Notification or a shared email from within a transaction, you can select a Vendor as a recipient directly. This is useful for keeping service providers informed of next steps or key transaction milestones without manually entering their contact details each time.
For information on creating Task Notifications, where you can select a Vendor as a recipient, check out this KB article. 📙
For information on sharing forms directly from Transactions, where you can select a Vendor as a recipient, check out this KB article. 📙
Using Vendor Information in Notification Templates
Vendor details can also be automatically pulled into your Notification Templates using merge fields. This allows you to create reusable templates that dynamically populate Vendor-specific information (such as a lender's name or a title company's contact information) based on what's been selected in the transaction.
For information on inserting merge fields into Notification Templates, check out this KB article. 📙