Introduction to Deals for Agents



  1. Viewing Deals
  2. Adding Deals

Deals are the way Zipi helps both your broker and you track performance and financial transactions in Zipi.

📔First, note that deals are managed on your broker’s account, not your My Business account.

To view all your deals:

  1. Change from your Zipi My Business profile to your Broker’s Account using the organization selector at the top of the screen.


    2. Click the Deals tab.

    3. Create a Deal board.

To learn how to create a deal board, read the tutorial here: How to Create a Deal Board

There are two primary ways to add deals are either manually, or through one of our integrations partners dotloop or SkySlope.

Next: Viewing and Paying Bills with Zipi


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