My Business for Agents

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With Zipi, there are organization accounts and My Business accounts. The difference is that your My Business provides you, the agent, their own unique access to the Zipi system and forms a basis for privately sharing financial information between you and the brokerage. With My Business, you can:

  • Add and remove contacts to their database, for use in processing deals.

  • View their own deal flow and progress.

  • Add and edit their own deals or import from their Dotloop and SkySlope accounts.

  • Enter in their own invoices and bills, and connect source documents.

  • View and pay their bills.

  • Generate reports.


Next Step (for Agents): Setup your Zipi Pay

 

👍🏻My business is enabled by default for each agent, with access to features set by the User Permission Settings.

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