Adding a new listing with Sisu
WS

Wendy Shearer

Created Jan 02, 2023

Adding a new listing with Sisu

This will replace the google form; Transaction Cover Sheet for a new Listing Agreement

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Sisu

51 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 the TRANSACTION STAGE and select from the dropdown menu

Click on the TRANSACTION STAGE and select from the dropdown menu
10

Click on TC and select from the dropdown menu

Click on TC and select from the dropdown menu
11

Click on 1ST TIME APPT SET and add

Click on 1ST TIME APPT SET and add
12

Click on 1ST TIME APPT MET and add

Click on 1ST TIME APPT MET and add
13

Add the property address (if it's not in CINC)

Add the property address (if it's not in CINC)
14

Add the City (if it's not in CINC)

Add the City (if it's not in CINC)
15

Click on California from STATE

Click on California from STATE
16

Type in the Postal Code (if it's not in CINC)

Type in the Postal Code (if it's not in CINC)
17

Click on LISTING EXPIRATION DATE and add

Click on LISTING EXPIRATION DATE and add
18

Click on MLS LIVE DATE and add

Click on MLS LIVE DATE and add
19

Click on TRANSACTION AMOUNT (this is the list price)

Click on TRANSACTION AMOUNT (this is the list price)
20

Click on GCI (use the calculator; this is the seller side commission)

Click on GCI (use the calculator; this is the seller side commission)
21

Type "3" for the commission charged to the selling side

Type "3" for the commission charged to the selling side
22

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
23

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
24

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)
25

Click on BUYER SPECIALIST NEEDED and select from the dropdown menu

Click on BUYER SPECIALIST NEEDED and select from the dropdown menu
26

Click on TITLE AND ESCROW COMPANY and select from the dropdown menu

Click on TITLE AND ESCROW COMPANY and select from the dropdown menu
27

Type in the escrow officer's name.

Type in the escrow officer's name.
28

Click TYPE OF PROPERTY and select from the dropdown menu

Click TYPE OF PROPERTY and select from the dropdown menu
29

Click on HAVE WE CLOSED THIS PROPERTY IN THE PAST and select from the dropdown menu

If you are aware we have sold this home in the past select yes

Click on HAVE WE CLOSED THIS PROPERTY IN THE PAST and select from the dropdown menu
30

Click on IS THERE AN HOA and select from the dropdown menu

Click on IS THERE AN HOA and select from the dropdown menu
31

Click on SOLAR and select from the dropdown menu

Click on SOLAR and select from the dropdown menu
32

Click on POINT OF SALE ORDINANCE and select from the dropdown menu

Click on POINT OF SALE ORDINANCE and select from the dropdown menu
33

Click on DIRECTIONS FOR DISCLOSURES and select from the dropdown menu

Click on DIRECTIONS FOR DISCLOSURES and select from the dropdown menu
34

Click on SIGN INSTALL DATE

Please provide a 3 day advance notice for the Listing Manager

Click on SIGN INSTALL DATE
35

Click on Update

Click on Update
36

Click on Documents on the right side of the screen to upload your listing 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 listing agreement and any other documents you need to get to the TC
37

Click on Category: General

Select Listing Docs from the drop down menu

Click on Category: General
38

Click on Listing Docs

Click on Listing Docs
39

Click on Drag and drop documents files here…

Click on Drag and drop documents files here…
40

Select your file(s) from file upload menu

Select your file(s) from file upload menu
41

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
42

Add your comments using the @ symbol to notify specific users

Add your comments using the @ symbol to notify specific users
43

Click on Save

Click on Save
44

Click on View to view the document if you wish

45

Click on Send to send to someone specific if you wish

Click on Send to send to someone specific if you wish
46

Click on Hussey, Cara from SEND TO

Click on Hussey, Cara from SEND TO
47

Click on MESSAGE

Click on MESSAGE
48

Click on Send

Click on Send
49

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
50

Click on Save

Click on Save
51

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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