ℹ️ Version Disclaimer!: The version of Sisu seen in this video is Sisu Classic, an older version of Sisu. What you see in Sisu NEXT will look different, but much of the functionality is the same.
Listen to Jamie Bledsoe and Clint Neal of The Neal & Neal Team in San Antonio discuss how they have elevated their transaction management process with Sisu.
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Key Takeaways
In Trello, you collect all this info, but to do something with it, like get it into spreadsheets, you have to use zaps.
Sisu allows you to have accurate, current data that Sisu uses to create robust reports for you
We had to hire multiple Virtual Assistants to take the data and enter it into spreadsheets.
None of that needs to be done anymore. Now we just have a single VA doing other helpful things.
Agents know how much they've made without reaching out to someone
It's been easy for our new agents to learn and use Sisu
Jamie reviews their forms and explains how they use tasks and tags in Sisu
The Transaction Stages Board allows them to see key dates at a glance without going into the transaction.
They tell their TCs to go to the Task Manager each morning to work on overdue tasks.
Data allows you to hold people accountable.
When TCs take time off, others can hop in and help knock out critical tasks.
In 2020, they did 450 transactions with 2 TCs.