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Manage Deals

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  • Adding additional income or expenses to a deal

    Think of deal cards - Deal, Company, Sales Entities (agents, vendors or customers) - as money buckets. Inco...

    Jesse Garcia
    February 27, 2021 23:50
  • The Disbursement Card

    The Disbursement card shows the different sales entities involved in the deal along with a breakdown of the...

    Maryam Sulemani
    February 03, 2021 17:06
  • Step-by-Step of How to Close + Process a Deal

    In this article, we will look at how you close and process a deal in Zipi.  Review the Deal Information an...

    Maryam Sulemani
    February 01, 2021 11:35
  • Deal statuses

    Deal statuses let you categorize your deals based on what stage they are in. Zipi has the following deal st...

    Maryam Sulemani
    January 29, 2021 11:34
  • Escrow Deposits

    Earnest money is money put down by the home buyer as a good-faith gesture that the buyer is serious about p...

    Maryam Sulemani
    January 28, 2021 08:39
  • Manually Creating Draft Deals (Draft vs. Make Open)

    Drafts let you create "placeholder" deals when you have very limited information. With draft deals you can ...

    Maryam Sulemani
    January 28, 2021 08:01
  • Navigating the Deals Module - Filtering, Deal Boards

    Deal boards let you view deals filtered based on specific parameters. You can create multiple deals boards ...

    Maryam Sulemani
    January 26, 2021 12:01
  • How to Approve, Unapprove or Edit a Completed Disbursement

    Once you have closed your deal and the numbers are correct, you can approve it. In this article, we will co...

    Maryam Sulemani
    January 22, 2021 13:33
  • How to Complete a Payout - Summary, Closing, Remaining

    In this article, we will go over the Payouts section and how to complete Payouts in Zipi. We will cover: V...

    Maryam Sulemani
    January 20, 2021 12:42
  • Dual Deals

    What are dual deals? Deals in Zipi can have one of the following types: Listing (sale) → agent was involve...

    Maryam Sulemani
    January 11, 2021 16:37
  • How to Setup Deals Page

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

    Paul Zuniga
    September 24, 2020 20:10
  • Add Deals via Dotloop

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

    Paul Zuniga
    September 24, 2020 20:07
  • Add a Deal via SkySlope

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

    Paul Zuniga
    September 24, 2020 20:05
  • Manually Add Deal

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

    Paul Zuniga
    September 24, 2020 20:03
  • 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...

    Paul Zuniga
    September 24, 2020 19:44
  • Add Referral Fees to Disbursements

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

    Paul Zuniga
    September 24, 2020 19:34
  • Where to Add Disbursement Fees

    Contents Guidance Questions Example Fees Knowing where and when to add particular disbursement fees i...

    Paul Zuniga
    September 24, 2020 17:52
  • Introduction to Deals for Agents

    Contents Viewing Deals Adding Deals Deals are the way Zipi helps both your broker and you track perfo...

    Paul Zuniga
    September 24, 2020 17:34
  • Required Fields For Creating New Deals

    Contents Creating Deals in Zipi Importing Deals from SkySlope to Zipi Buyer (Purchase) Seller (Listing)...

    Paul Zuniga
    September 24, 2020 17:31
  • Processed Deal Import

    Introduction Zipi allows users to import processed deals (sometimes referred to as 'historical deals'). The...

    Paul Zuniga
    September 24, 2020 17:22
  • Create Loops and Import Deals

    Table of contents Contents Loop It™ from Zipi Create Deals in Zipi from Dotloop Here is a brief vid...

    Paul Zuniga
    September 24, 2020 17:17
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