Jack Crane

Official comment

1. Community
2. Ideas & Feedback
3. Request for additional condition options for the Sales Compensation element

These ideas have been accepted and are currently being developed:    Note: We are tracking these internally through these two tasks: https://app.asana.com/0/1198945456442517/1199214506764293/fhttps...

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• Created November 17, 2020 21:30
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Official comment

1. Community
2. Ideas & Feedback
3. Request for an option to make a flat fee recognized as company contribution

We have discussed this and want to make a couple of clarifications to make sure we are all on the same page. Since the broker (company) is legally receiving the commission income first and then di...

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• Created November 17, 2020 21:18
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Official comment

1. Community
2. Ideas & Feedback
3. A column for profile roles on the Profiles page

This is a great idea, we will add Roles onto the Profiles list page.   Note: It is being tracked internally on this task: https://app.asana.com/0/1173047827222298/1199213637787853

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• Created November 17, 2020 21:09
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1. Community
2. Questions & Answers
3. Direct deposit not showing on my bank

Andreina Perez Sorry for the delay but we were having trouble locating the transaction in question and after a full review, we do not believe that it was transferred through Zipi Pay. We can see th...

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• Created October 15, 2020 07:35
• 0 votes

1. Community
2. Questions & Answers
3. Confirming your skyslope integration

Hi Delana, Once the integration is turned on and you have your credentials entered there are three (3) ways that you can get deals from SkySlope into Zipi: Manually Pull Each Deal: this option ca...

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• Created October 15, 2020 07:12
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1. Community
2. Questions & Answers
3. Confirming your skyslope integration

Hi Delana, Please review this help article and let us know if anything is unclear: https://community.zipi.app/t/g9hygvl/setup-skyslope-integration-for-agents Also, please confirm with your broker a...

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• Created October 15, 2020 03:54
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1. Community
2. Questions & Answers
3. Gene

Gene Kerley Hi Gene, I will get with your broker's office staff and make sure this gets worked out for you first thing in the morning.

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• Created October 15, 2020 03:50
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1. Community
2. Questions & Answers
3. Gene

Lori Helman Hi Lori, please do the following: Finish Zipi Pay by Connecting Bank Account Log into Zipi, make sure you are in your 'My Business' account (currently titled 'Lori Helman' visible on t...

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• Created October 15, 2020 02:48
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1. Community
2. Questions & Answers
3. Gene

Lori Helman What are you looking to do, anything we can help with?

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• Created October 15, 2020 02:31
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1. Community
2. Questions & Answers
3. Integrating with Skyslope

Diana Bonds A new email invite was just sent to you, please confirm that you received it and all is good now.

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• Created October 15, 2020 02:01
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