New Features "Heading" Field Type Added To SisuSign Ability To Choose SisuSign Document Sender "Test Run" Preview Added To SisuSign Additional Signer Options Added To SisuSign Improvements Merge Fields Now Support $ and % Characters "Target List Date" Added To Agent Accountability Report "OTP Required" Added To Edit User Page Ability To Attach Documents To Task Notifications

New Features Property Details Customization In The Client Portal Creating & Editing Activities Now Available SisuSign Settings Now Available Improvements New "Ready For Review" Document Approval Status Performance and Conversion Report Now Downloadable

Improvements Column Selector Added To Active Listings & Buyers Report Various user experience improvements

Improvements "Transaction" Email Recipient Category Added Document Folder View Tab Navigation Now Limited to Selected Folder Document Delivery Options Streamlined OTP Authentication Timing Refined

Improvements Document Message Template Now Available "Agent: License Number" Field Now Available For SisuSign Templates Strikeout Formatting Option Now Available In SisuSign

New Features Document Review With Advanced Filtering Options Improvements Income Report Now Sortable By Settlement/Forecasted Date Pipeline Added To Recruiting Statuses Board

Added Ability to Download Lead Source Reports Various other improvements

Next Recruiting is available Next Admin> Lead Sources> Counts and Expenses is available Several SisuSign improvements & new features…. Streamlined Packet Workflow – Combined Preview and Send process for faster setup Signer Identification in Workflow Document Identification in Workflow Automatic Document Delivery – Once all parties sign, all signers receive their documents instantly via email Download Partially Signed Documents Edit Signer Info – Correct a signer’s name or email address if entered incorrectly Resend Invitations – Send reminders to any user who has not yet signed Extended Expiration Window – Default expiration period increased to 90 days New Field: Written Transaction Amount

Minor updates

"Days On Market" Added To Active Listings & Buyers Report Ability To Unarchive Documents

New Features Document Types Now Available In Admin > Team Settings Groups Now Available In Admin > Team Settings Improvements Improved Paragraph Spacing In Notification Template Editor

Improvements You can now select the Transaction Type when duplicating a transaction.

This version includes: Canadian Provinces Added To State Field. Exact Amounts Added To Transaction Page Tiles. Various bug fixes.

Updated for iPad

New Features Lead Source Expenses Report Filter Added To Activities Dashboard Various bug fixes and experience improvements

Various fixes

Improvements We resolved an issue where the search bar on the Tasks tab within a transaction was not functioning. Customized Cap labels, which can be set by navigating to Admin > Commissions > Preferences, now reflect all throughout Sisu. We fixed an issue in Task Manager > Task List where selecting specific Due Statuses in the 'Filter by Status' dropdown rendered Tasks in Due Statuses that were not selected. When selecting to 'Hide' a transaction card on the Transaction Stages Board and the Transaction Statuses Board the transaction card was not hidden. This was corrected. Updating the Stage on a transaction in the "Lost" status was causing the status to revert from "Lost". This was fixed. When selecting to view the Transaction Overview form within a transaction the form was rendering fields from the Default Form set within Account > Default Settings. We resolved this issue. An "Update" button was added to the bottom of the Skyslope form so users can update Skyslope data from Sisu.

bug fixes and user experience improvements

New Features Bar Graph Added To Agent Opportunity Cost Report Vendor Contact Merge Fields Now Available New Field Added: Mortgage Revenue

New Features Skyslope Integration Now Available In Next User Specific Default Commission Templates Cap Info Available In Edit User New Preference Available To Restrict Task Assignment Improvements to existing functionality: GCI & Expenses Section Updated On CEO Dashboard

improvements

New Features Improved Task View: Increased Limit & Saved Selection Bar Graphs Added to Lead Source Reports Improvements to existing functionality: Commission Form Certify and CDA Button Updates Formatting Update on Key Transaction Status Fields

New Features New Reports Available Create & Manage Forms & Fields Commission Setup & Preferences Now Available Ability to Track Transaction Lead Source Improvements to existing functionality: Contact Section Within A Transaction Now Fully Editable Task Manager Now View Defaults To 50 Tasks Date Selection Available When Updating Transaction To Lost Status Ability To Edit Document Name Within File View

Challenges live! Minor improvements

New Features Filters Added To Snapshot Improvements to existing functionality: Viewing ISA Dashboards