Manage Deals
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How to Setup Deals Page
Your deals page allows you to see every potential, current, and past deal in your pipeline. Using...
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Add Deals via Dotloop
Adding deals to your Zipi account is a faster way to enter deal information for tracking and financial mana...
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Add a Deal via SkySlope
Adding deals to your Zipi account is a faster way to enter deal information for tracking and financial mana...
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Manually Add Deal
Adding deals allows agents and brokers to track performance on an agent, team or office level. With Zipi’s ...
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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...
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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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Where to Add Disbursement Fees
Contents Guidance Questions Example Fees Knowing where and when to add particular disbursement fees i...
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How to Edit or Change a Completed Disbursement
Mistakes and changes can happen. Changing a completed disbursement is easy. Note: If you have already beg...
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Introduction to Deals for Agents
Contents Viewing Deals Adding Deals Deals are the way Zipi helps both your broker and you track perfo...
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Required Fields For Creating New Deals
Contents Creating Deals in Zipi Importing Deals from SkySlope to Zipi Buyer (Purchase) Seller (Listing)...
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Processed Deal Import
Introduction Zipi allows users to import processed deals (sometimes referred to as 'historical deals'). The...
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Create Loops and Import Deals
Table of contents Contents Loop It™ from Zipi Create Deals in Zipi from Dotloop Here is a brief vid...
