Adding a new purchase agreement with Sisu
WS

Wendy Shearer

Created Jan 02, 2023

Adding a new purchase agreement with Sisu

This will replace the google form; Transaction Cover Sheet for a new residential purchase agreement

20
    m

Sisu

55 Steps
1

Go to Sisu | Login

2

Type EMAIL AND PASSWORD

Type EMAIL AND PASSWORD
3

Click on submit

Click on submit
4

Click on Transactions

Click on Transactions
5

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
6

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
7

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

Click on the new record that was created to open it up
8

*** Before you start completing fields you MUST select the correct form from the list on the left side of your screen *** Select RFT | Residential Purchase Agreement.

*** Before you start completing fields you MUST select the correct form from the list on the left side of your screen *** Select RFT | Residential Purchase Agreement.
9

Click on STATUS and adjust to Pending

Click on STATUS and adjust to Pending
10

Click on Save

Click on Save
11

Click on TC and select from the dropdown menu

Click on TC and select from the dropdown menu
12

Click BUYER REPRESENTATION AGREEMENT and select from the dropdown menu

Click BUYER REPRESENTATION AGREEMENT and select from the dropdown menu
13

Click on 1ST TIME APPT SET and add

Click on 1ST TIME APPT SET and add
14

Click on 1ST TIME APPT MET and add

Click on 1ST TIME APPT MET and add
15

Click on 1ST SHOWING DATE and add

Click on 1ST SHOWING DATE and add
16

Click on 1ST OFFER DATE and add

Click on 1ST OFFER DATE and add
17

Click on UNDER CONTRACT DATE and add

This is the date of your ratified purchase agreement

Click on UNDER CONTRACT DATE and add
18

Click on TRANSACTION AMOUNT and addThis is the purchase price

Click on TRANSACTION AMOUNT and add This is the purchase price
19

Click on GCI and add(use the calculator; this is the buyer side commission)

Click on GCI and add (use the calculator; this is the buyer side commission)
20

Type in the commission percentage offered by the seller. Found in the MLS

Type in the commission percentage offered by the seller. Found in the MLS
21

Type in the property address

Type in the property address
22

Type in the City

Type in the City
23

Click on California from STATE

Click on California from STATE
24

Type in the POSTAL CODE

Type in the POSTAL CODE
25

Click on TYPE OF PROPERTY and select from the dropdown menu

Click on TYPE OF PROPERTY and select from the dropdown menu
26

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

Click on IS THERE AN HOA and select from the dropdown menu Click on SOLAR and select from the dropdown menu
27

Click NEW CONSTRUCTION and select from the dropdown menu

Click NEW CONSTRUCTION and select from the dropdown menu
28

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
29

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
30

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)
31

Click on SHOWING SPECIALIST USED and select from the dropdown menu

32

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

Click WHAT IS THE LENDING COMPANY and select from the dropdown menu
33

Click on LOAN OFFICER and LOAN OFFICER PHONE and fill in

Click on LOAN OFFICER and LOAN OFFICER PHONE and fill in
34

Type in Loan Officer's email

Type in Loan Officer's email
35

Click TITLE AND ESCROW COMPANY and select from the dropdown menu

Click TITLE AND ESCROW COMPANY and select from the dropdown menu
36

Type in the escrow officer's name

Type in the escrow officer's name
37

Click on DIRECTIONS FOR DISCLOSURES and select from the dropdown menu

Click on DIRECTIONS FOR DISCLOSURES and select from the dropdown menu
38

Click LISTING SPECIALIST NEEDED and select from the dropdown menu

Click LISTING SPECIALIST NEEDED and select from the dropdown menu
39

Click on Update

Click on Update
40

Click on Documents on the right side of the screen to upload your residential purchase 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 residential purchase agreement and any other documents you need to get to the TC
41

Click on Category: General

Click on Category: General
42

Click on Residential Purchase Agreement Docs

Click on Residential Purchase Agreement Docs
43

Click on Drag and drop documents files here…

Click on Drag and drop documents files here…
44

Select your file(s) from file upload menu

Select your file(s) from file upload menu
45

Click on Ratified Residential Purchase Agreement

Click on Ratified Residential Purchase Agreement
46

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
47

Add your comments using the @ symbol to notify specific users

Add your comments using the @ symbol to notify specific users
48

Click on Save

Click on Save
49

Click on View to view the document if you wish

50

Click on Send to send to someone specific if you wish

Click on Send to send to someone specific if you wish
51

Click on Williams, Derek from SEND TO

Click on Williams, Derek from SEND TO
52

Click on Send

Click on Send
53

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
54

Click on Save

Click on Save
55

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
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