Manage Deals

  • How to Setup Deals Page

      Your deals page allows you to see every potential, current, and past deal in your pipeline. Using...

  • Add Deals via Dotloop

    Adding deals to your Zipi account is a faster way to enter deal information for tracking and financial mana...

  • Add a Deal via SkySlope

    Adding deals to your Zipi account is a faster way to enter deal information for tracking and financial mana...

  • Manually Add Deal

    Adding deals allows agents and brokers to track performance on an agent, team or office level. With Zipi’s ...

  • How to Add Disbursement Instructions

    Go to Deals, and click your deal. In the top left corner, click the edit pencil icon.  In the Disburs...

  • Add Referral Fees to Disbursements

    Go to your Deal, and click Edit.       2. Scroll to Disbursements.     3. To have the Referral fee remo...

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Configure Commission Plans