[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-detail-210959-en":3,"doc-seo-210959-105":29,"detail-sidebar-cat-0-en-105":89},{"code":4,"msg":5,"data":6},0,"success",{"doc_id":7,"user_id":8,"nickname":9,"user_avatar":10,"doc_module":4,"category_id":11,"category_name":12,"doc_title":13,"doc_description":14,"doc_content":15,"file_id":16,"file_url":17,"file_type":18,"file_size":19,"view_count":4,"is_deleted":4,"is_public":20,"is_downloadable":20,"audit_status":20,"page_count":21,"language":22,"language_code":23,"site_id":24,"html_lang":23,"table_of_contents":25,"faqs":26,"seo_title":27,"seo_description":14,"update_tm":28,"read_time":11},210959,5909877438554,"Maeve","https://ap-avatar.wpscdn.com/avatar/5600025385ad2bf12a7?_k=1778553567797529272",8,"Research & Report","SISU Process and Workflow - Appointment Set, Met, Signed, Pending, Commission and Payment","SISU Process and Workflow defines how a team uses SISU KPI and analytics technology alongside Sierra to ensure data integrity across the full customer lifecycle. It covers data sync between Sierra and SISU, step-by-step actions when appointments are set, met, and when clients are signed, then handling clients going under contract with status updates and action plan removal. It also documents transaction coordination for updating files and running commission form and payout steps, including payment recording in QBO and entering dialer data weekly.","SISU Process  \n1. SISU is a KPI and analytics technology the team utilizes  \n2. Multiple team members are involved in the data collection process and have specific responsibilities to ensure the data has integrity to it at all times  \n3. Data syncs between Sierra and SISU  \n4. [https://www.loom.com/share/ff92526e2e3440b3b3c0408a5714af88](https://www.loom.com/share/ff92526e2e3440b3b3c0408a5714af88)  \n[5. When an appointment is set:](5. When an appointment is set:)  \na. These steps are completed by the person that set the appointment ( ISA or agent typically)  \nb. Tag the lead “SISU Appt Set” (this is in addition to the CRM processes for appointment setting)  \nc. Wait about 1 minute  \nd. Go to [https://my.sisu.co/auth/login](https://my.sisu.co/auth/login) and login  \ne. If you don’t have an account request one by emailing Ryan  \nf. Go to “My Transactions” in the top right  \ng. Find your lead you set the appointment with, use the “filter” tool if needed to locate them  \nh. Click “edit” on the lead  \ni. Fill out the Buyer or Listing Appointment Set form  \nj. Click “Send Form Data” and send to all admins  \nk. Copy and paste that information directly into the clients profile in Sierra, using the note function, and check the boxes to “Notify All”  \nl. [https://www.loom.com/share/49d693df41444e03a2d8294a4e8221a5](https://www.loom.com/share/49d693df41444e03a2d8294a4e8221a5)  \n6. When an appointment is met:  \na. These steps are completed by the agent  \nb. Locate the client in Sierra  \nc. Tag the client “SISU Appt Met”  \nd. If signed, also complete \\#6 below  \ne. [https://www.loom.com/share/b01a6e83eeb249bc82889b42ba47312e](https://www.loom.com/share/b01a6e83eeb249bc82889b42ba47312e)  \n7. When a client is signed:  \na. These steps are completed by the agent  \nb. Locate the client in Sierra and tag them “SISU Client Signed”  \nc. Locate the client in SISU  \nd. Click edit  \ne. Fill out the form Buyer or Listing Signed  \nf. Click “Send Form Data” and send to all admins  \ng. Click “Send Form Data” and send to all admins  \nh. Copy and paste that information directly into the clients profile in Sierra, using the note function, and check the boxes to “Notify All”  \ni. [https://www.loom.com/share/d9484d66e17c4381b95a15afcbc424ac](https://www.loom.com/share/d9484d66e17c4381b95a15afcbc424ac)  \n8. When a client goes under contract:  \na. These steps are completed by the agent  \nb. Locate the client in Sierra and change their status to pending  \nc. Remove the action plans  \nd. Locate the client in SISU  \ne. Click edit  \nf. Fill out the form Buyer or Listing Pending  \ng. Click “Send Form Data” and send to all admins  \nh. Click “Send Form Data” and send to all admins  \ni. Copy and paste that information directly into the clients profile in Sierra, using the note function, and check the boxes to “Notify All”  \nj. [https://www.loom.com/share/4dd252f6544a4660a4c53109ace06023](https://www.loom.com/share/4dd252f6544a4660a4c53109ace06023)  \n9. Updating the file:  \na. This step is done by the transaction coordinator  \nb. Update the home inspection company, the lender, the title and escrow companies as needed  \n10. Commission Form process:  \na. This step is done by the transaction coordinator  \nb. Once notified of the pending  \nc. Locate the client in SISU  \nd. Click edit  \ne. Chose the commission form and fill it out  \ni. Note the person who set the appointment as an additional agent on the transaction  \nii. Fill out the commission details, looking at the lead source  \niii. For buyers, the admin fee and marketing fees come off the top  \niv. The ISA commission or appointment set commission comes off the buyers agent side post split  \nv. Wait for the appraisal to come back  \nvi. Once finalized, make any final edits to the commission form  \nvii. Click “Certify for Payment”  \nviii. [https://www.loom.com/share/676120e26aca4ec187371f1080fe3f3b](https://www.loom.com/share/676120e26aca4ec187371f1080fe3f3b)  \n11. Commission payout process  \na. This step is done by the c","cbCaiiBk6OFGKtGB","https://ap.wps.com/l/cbCaiiBk6OFGKtGB","pdf",51807,1,3,"English","en",105,"# SISU Process\n## KPI and analytics setup\n## Data synchronization between Sierra and SISU\n# Appointment and client lifecycle steps\n## When an appointment is set\n## When an appointment is met\n## When a client is signed\n## When a client goes under contract\n# Transaction coordinator and finance processes\n## Updating the file\n## Commission Form process\n## Commission payout process\n## Payment received\n## Dialer data entry\n## SISU reports","[{\"question\":\"What is SISU used for in the workflow?\",\"answer\":\"SISU is a KPI and analytics technology used by the team, with responsibilities for members involved in data collection to maintain data integrity.\"},{\"question\":\"What steps are followed when an appointment is set?\",\"answer\":\"The person who sets the appointment tags the lead as “SISU Appt Set,” logs into SISU, fills out the relevant form, sends form data to admins, and copies the info into the client profile in Sierra with “Notify All.”\"},{\"question\":\"How are commissions and payments processed after clients go pending?\",\"answer\":\"The transaction coordinator prepares and certifies the commission form using the lead source details. The chief of operations then pays out commissions, prints submissions for signature, and records payment received by booking deposits to QBO after locating the client.\"}]","SISU Process and Workflow - Appointment Set, Met, Signed, Pending, Commission and Payment | PDF",1788676663,{"code":4,"msg":30,"data":31},"ok",{"site_id":24,"language":23,"slug":32,"title":13,"keywords":33,"description":14,"schema_data":34,"social_meta":84,"head_meta":86,"extra_data":88,"updated_unix":28},"sisu-process-and-workflow-appointment-set-met-signed-pending-commission-and-payment","",{"@graph":35,"@context":83},[36,52,66],{"@type":37,"itemListElement":38},"BreadcrumbList",[39,43,47,49],{"item":40,"name":41,"@type":42,"position":20},"https://docshare.wps.com","Home","ListItem",{"item":44,"name":45,"@type":42,"position":46},"https://docshare.wps.com/document/","Document",2,{"item":48,"name":12,"@type":42,"position":21},"https://docshare.wps.com/document/research-report/",{"item":50,"name":13,"@type":42,"position":51},"https://docshare.wps.com/document/sisu-process-and-workflow-appointment-set-met-signed-pending-commission-and-payment/210959/",4,{"url":50,"name":13,"@type":53,"author":54,"headline":13,"publisher":56,"fileFormat":59,"inLanguage":23,"description":14,"dateModified":60,"datePublished":60,"encodingFormat":59,"isAccessibleForFree":61,"interactionStatistic":62},"DigitalDocument",{"name":9,"@type":55},"Person",{"url":40,"name":57,"@type":58},"DocShare","Organization","application/pdf","2026-09-06",true,{"@type":63,"interactionType":64,"userInteractionCount":4},"InteractionCounter",{"@type":65},"ViewAction",{"@type":67,"mainEntity":68},"FAQPage",[69,75,79],{"name":70,"@type":71,"acceptedAnswer":72},"What is SISU used for in the workflow?","Question",{"text":73,"@type":74},"SISU is a KPI and analytics technology used by the team, with responsibilities for members involved in data collection to maintain data integrity.","Answer",{"name":76,"@type":71,"acceptedAnswer":77},"What steps are followed when an appointment is set?",{"text":78,"@type":74},"The person who sets the appointment tags the lead as “SISU Appt Set,” logs into SISU, fills out the relevant form, sends form data to admins, and copies the info into the client profile in Sierra with “Notify All.”",{"name":80,"@type":71,"acceptedAnswer":81},"How are commissions and payments processed after clients go pending?",{"text":82,"@type":74},"The transaction coordinator prepares and certifies the commission form using the lead source details. 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