Sympli focus on your business.
We got you covered when you go into business with the Sympli team. Focus on bringing your real estate industry perspective to your new Sympli business - we take care of the rest.
Technology & Coaching
Bring Your CRM
We have direct & deep integrations with all the major real estate CRM’s & believe that it is vital that we don’t disrupt your real estate operations.
We want to leverage your existing processes & sphere of clients to increase your ancillary income from the Sisu platform.
Accountability & Goal Tracking
Powered by Sisu technology, we ensure that our ancillary businesses & your real estate teams have full accountability & that you are pacing towards your real estate & financial goals.
Contract to Close - and Beyond
The Sisu transaction management platform & your branded client portal ensures that your real estate business doesn’t miss a beat so that your clients have the best experience to evaluate your Sympli business offerings.
Mortgage
Utilizing your branding, your loan officers & processing team communicate with your clients & your realtors in the Sisu powered client portal. Sympli Mortgage also uses the latest loan origination software & mortgage CRM solutions - all integrated with Sisu to reduce data entry and streamline operations.
Insurance
Your Sympli Insurance agents use the latest CRM technology - all integrated with Sisu - to ensure that your insurance agents rapidly receives the opportunity to compete for your clients insurance business.
Talent Management, Operations, Legal & Compliance
ISA & Concierge Services
Each Sympli business includes seasoned ISA team members to ensure that your current & past clients are rapidly connected & introduced to your ancillary businesses. You have complete access to their performance with recorded calls & call details to ensure brand alignment.
Legal
From RESPA hardened operating & ABA agreements to entity formation for your Sympli businesses, our tenured legal team has got you covered to ensure that legal compliance is always top of mind.
Talent Management
Our talent team takes care of all recruiting, hiring, reviews, training & compliance for all of our Sympli businesses.
Licensing & Compliance
We stay on top of all LO’s & insurance agents licensing & compliance.
Finance
Banking
Our Sympli team will take care of setting up bank accounts, providing online access to bank accounts, track deposits - all from within your Sisu powered platform.
Payroll
We take care of all payroll for the LO & processing team & the insurance agents.
Financials & Taxes
The Sympli accounting and CFO team prepares monthly financial reporting including P&L, balance sheets & tax reporting & filing for our Sympli business partners.
Monthly Owner Distributions
We provide monthly distributions - all rapidly sent to your Sisu powered Sympli accounts.