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Custom Reports 
Custom Reports
Quickly generate and distribute reports for users, agents, and more! Enjoy a holistic view of your entire operation's deals and transactions. Take charge of your financial outlook reconciling invoices, billing, and payments.
Zipi Data
Explore Zipi Data
The sky is the limit! Discover performance insights unique to your pipeline. Compare production over time by agent, office, and region. Empower managers and teams with the ability to dig into the granular numbers that are meaningful to them.
Live Leaderboards
Recognize and reward your top producing agents! Gamify your back-office and motivate your teams by setting goals and allowing everyone to see their rung on the ladder. 

Google Data Studio

Learn how Google Data Studio can unlock the power of your deal records with interactive dashboards and beautiful reports that inspire smarter business decisions.

Explore Data Studio

Time to upgrade your tech?

Simplify your back-office management and accounting with our full-featured platform.