Adding a new purchase agreement with Sisu
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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

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Sisu

55 Steps
1

Go to Sisu | Login

2

Type EMAIL AND PASSWORD

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3

Click on submit

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4

Click on Transactions

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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.

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6

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

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7

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

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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.

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9

Click on STATUS and adjust to Pending

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10

Click on Save

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11

Click on TC and select from the dropdown menu

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12

Click BUYER REPRESENTATION AGREEMENT and select from the dropdown menu

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13

Click on 1ST TIME APPT SET and add

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14

Click on 1ST TIME APPT MET and add

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15

Click on 1ST SHOWING DATE and add

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16

Click on 1ST OFFER DATE and add

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17

Click on UNDER CONTRACT DATE and add

This is the date of your ratified purchase agreement

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18

Click on TRANSACTION AMOUNT and addThis is the purchase price

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19

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

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20

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

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21

Type in the property address

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22

Type in the City

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23

Click on California from STATE

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24

Type in the POSTAL CODE

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25

Click on TYPE OF PROPERTY and select from the dropdown menu

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26

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

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27

Click NEW CONSTRUCTION and select from the dropdown menu

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28

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

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29

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

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30

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

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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

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33

Click on LOAN OFFICER and LOAN OFFICER PHONE and fill in

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34

Type in Loan Officer's email

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35

Click TITLE AND ESCROW COMPANY and select from the dropdown menu

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36

Type in the escrow officer's name

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37

Click on DIRECTIONS FOR DISCLOSURES and select from the dropdown menu

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38

Click LISTING SPECIALIST NEEDED and select from the dropdown menu

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39

Click on Update

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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

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41

Click on Category: General

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42

Click on Residential Purchase Agreement Docs

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43

Click on Drag and drop documents files here…

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44

Select your file(s) from file upload menu

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45

Click on Ratified Residential Purchase Agreement

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46

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

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47

Add your comments using the @ symbol to notify specific users

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48

Click on Save

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49

Click on View to view the document if you wish

50

Click on Send to send to someone specific if you wish

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51

Click on Williams, Derek from SEND TO

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52

Click on Send

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53

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

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54

Click on Save

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55

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

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