Adding a new buyer rep with Sisu
WS

Wendy Shearer

Created Jan 02, 2023

Adding a new buyer rep with Sisu

This will replace the google form; Transaction Cover Sheet for a new Buyer Rep

41
    m

Sisu

37 Steps
1

Go to Sisu | Login

2

Click on submit

Click on submit
3

Click on Transactions

Click on Transactions
4

Type in your lead information in the search bar

Sisu will bring over lead information from CINC. Be sure your record in CINC is complete to minimize the need to re enter information.

Type in your lead information in the search bar
5

Click on your lead name when it appears in the search bar to select

Click on your lead name when it appears in the search bar to select
6

Click on the new record that was created to open it up

Click on the new record that was created to open it up
7

A record and ID will be created. You can adjust the Status field. In this case the status field would be adjusted to Signed

A record and ID will be created.  You can adjust the Status field.  In this case the status field would be adjusted to Signed
8

Adjust the date to the correct Signed Date and Click on Save

Adjust the date to the correct Signed Date and Click on Save
9

Click on TC and select from the dropdown menu

Click on TC and select from the dropdown menu
10

Click on 1ST TIME APPT SET and add

Click on 1ST TIME APPT SET and add
11

Click on 1ST TIME APPT MET and add

Click on 1ST TIME APPT MET and add
12

Click on LISTING EXPIRATION DATE and add

Click on LISTING EXPIRATION DATE and add
13

Click on APPT SET BY (ISA) and select from the dropdown menu if it does not automatically come over from CINC

Click on APPT SET BY (ISA) and select from the dropdown menu if it does not automatically come over from CINC
14

Click on PARTNERSHIP WITH if this is an internal partnership. Select from the dropdown menu

Click on PARTNERSHIP WITH if this is an internal partnership.  Select from the dropdown menu
15

Click on REFERRAL PERCENT (this is used for our internal partnerships and outside agent referrals)

Click on REFERRAL PERCENT (this is used for our internal partnerships and outside agent referrals)
16

Click on LISTING SPECIALIST NEEDED and select from the dropdown menuClick on PRE APPROVED and select from the dropdown menu

Click on LISTING SPECIALIST NEEDED and select from the dropdown menu

Click on PRE APPROVED and select from the dropdown menu
17

Click on WHAT IS THE LENDING COMPANY and select from the dropdown menu

Click on WHAT IS THE LENDING COMPANY and select from the dropdown menu
18

Click LOAN OFFICER and type in the name

Click LOAN OFFICER and type in the name
19

Click LOAN OFFICER EMAIL AND LOAN OFFICER PHONE and complete these fields

Click LOAN OFFICER EMAIL AND LOAN OFFICER PHONE and complete these fields
20

Click on TIMELINE TO PURCHASE and select from the dropdown menu

Click on TIMELINE TO PURCHASE and select from the dropdown menu
21

Click on Update to save

Click on Update to save
22

Click on Documents on the right side of the screen to upload your buyer rep agreement and any other documents you need to get to the TC

Click on Documents on the right side of the screen to upload your buyer rep agreement and any other documents you need to get to the TC
23

Click on Category: General

Click on Category: General
24

Click on Buyer Rep Docs

Click on Buyer Rep Docs
25

Click on Drag and drop documents files here…

26

Select your file(s) from file upload menu

Select your file(s) from file upload menu
27

Click on the bubble to add a comment about the document you just added

Click on the bubble to add a comment about the document you just added
28

Add your comments using the @ symbol to notify specific users

Add your comments using the @ symbol to notify specific users
29

Click on Save

Click on Save
30

Click on View to view the document if you wish

31

Click on Send to send to someone specific if you wish

Click on Send to send to someone specific if you wish
32

Click on Young, Michael from SEND TO

Click on Young, Michael from SEND TO
33

Type "Document(s) have been shared with you.

Type "Document(s) have been shared with you.
34

Click on Send

Click on Send
35

Click on Comments bubble to add any details about the transaction. Use the @ symbol to notify specific users

Click on  Comments bubble to add any details about the transaction.  Use the @ symbol to notify specific users
36

Click on Save

Click on Save
37

Click on Tasks to view a list of assigned tasks assigned to this form

Click on  Tasks to view a list of assigned tasks assigned to this form
Well done!
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