Check out all past tips in the archive HERE

The Secret Sauce of Our Transaction Management: Sisu

Before we discovered Sisu, our transaction management looked a lot like what many agents and teams start with—a whiteboard, sticky notes, memory, and prayers. It was a system, but not exactly a scalable one.

As a deer hunter, I spend hours in the woods with nothing but my thoughts. One cold November morning, my mind started racing through all the deals we had in the pipeline. Anxiety set in—were things slipping through the cracks? I knew there had to be a better way.

As soon as I got one bar of reception, I turned to my real estate mastermind group and asked: "What tools do you use to manage transactions?" The responses poured in, and Sisu kept coming up. After digging into my options, I knew right away—this was the tool for us.

Why Sisu Works for Our Team

Sisu is way more than a transaction tracker. It’s transformed how we operate by:
✔ Tracking every transaction from start to finish
✔ Creating automated task lists for every phase of a deal
✔ Assigning tasks to specific team members to ensure nothing is missed
✔ Setting goals and tracking daily activities to keep us focused
✔ Gamifying our business with team challenges
✔ Providing a client & partner portal so they can see key steps and documents
✔ Integrating with FollowUp Boss (CRM) for seamless workflow

Now, instead of wondering "Did we send that disclosure?" or "Did the lender get the appraisal ordered?", Sisu keeps us on track and eliminates the guesswork.

If you’re still managing transactions with whiteboards and sticky notes, I can’t recommend Sisu enough. It has completely changed the game for us.

In the coming months, I’ll be highlighting other tools that have been pivotal for our business. But I’d love to hear from you—what tools have been game-changers for your team? Let’s swap strategies and help each other level up!

🔑 Tony & The Key Team

Archive of Previous Month’s Tips

In January, I started sending out a monthly email to high-producing real estate agents across the country, agents I’ve connected with at various points. My goal was simple: keep our connection strong without sending the typical local market updates that might not be relevant. Instead, I wanted to share something valuable each month that has helped my business and could potentially benefit yours, too.

A few months ago, I realized it would be helpful to make previous tips easily accessible, especially for new agents I’ve added to the list. That’s why I’ve transitioned from a traditional email to a newsletter format, where you can now find an archive of all the tips I’ve shared since January. You can access the archive HERE.

As a reminder, here are the topics I’ve covered so far:

January 2024: Artificial Intelligence Tools
February 2024: Key Team Client Events
March 2024: Zillow CMA (ZMA)
April 2024: Creating a Google Map of Address List
May 2024: 2-1 Mortgage Buydown
June 2024: “Did You Hear About Your Neighbor?” Door Hangers
July 2024: Unsolicited Video CMA
August 2024: Beehiiv Email Newsletter
September 2024: Fiverr Virtual Assistant
October 2024: “Working With You Would Be A Treat” Halloween Geofarm Door Hanger
November 2024: Fall Mini Photo Session Event
December 2024: “Get Handshake” Free Agent Referral App
January 2025: Exporting Birthdays from Facebook and Importing to your CRM

Have any of these topics been helpful to you? Are there any great tips you’d be willing to share? I’d love to hear from you!

Thank you!