Manage Deals
-
Adding additional income or expenses to a deal
Think of deal cards - Deal, Company, Sales Entities (agents, vendors or customers) - as money buckets. Inco...
-
The Disbursement Card
The Disbursement card shows the different sales entities involved in the deal along with a breakdown of the...
-
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...
-
Deal statuses
Deal statuses let you categorize your deals based on what stage they are in. Zipi has the following deal st...
-
Escrow Deposits
Earnest money is money put down by the home buyer as a good-faith gesture that the buyer is serious about p...
-
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 ...
-
Navigating the Deals Module - Filtering, Deal Boards
Deal boards let you view deals filtered based on specific parameters. You can create multiple deals boards ...
-
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...
-
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...
-
Dual Deals
What are dual deals? Deals in Zipi can have one of the following types: Listing (sale) → agent was involve...
-
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...
-
Where to Add Disbursement Fees
Contents Guidance Questions Example Fees Knowing where and when to add particular disbursement fees i...
-
Introduction to Deals for Agents
Contents Viewing Deals Adding Deals Deals are the way Zipi helps both your broker and you track perfo...
-
Required Fields For Creating New Deals
Contents Creating Deals in Zipi Importing Deals from SkySlope to Zipi Buyer (Purchase) Seller (Listing)...
-
Processed Deal Import
Introduction Zipi allows users to import processed deals (sometimes referred to as 'historical deals'). The...
-
Create Loops and Import Deals
Table of contents Contents Loop It™ from Zipi Create Deals in Zipi from Dotloop Here is a brief vid...
