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Schedule Demo

Growth

$27/ deal

Pay-As-You-Go*
Unlimited users
One-time setup fee
My Business for Agents
Zipi Pay± (Limited)
$5 / Bank connection
$5 / Earnest money deposit**

Enterprise

$7-$27 / deal

Volume Pricing†
Unlimited users
One-time setup fee
My Business for Agents
Zipi Pay±
No bank connection fees
$5 / Earnest money deposit**

My Business+

$7 / month

Add-On: For Agents Only‡
Commission payouts
Financial reports
Zipi Pay (Send/Receive)
Automated bank feeds
Chart of Accounts
Single Sign-On (SSO)
Schedule Demo

Product Highlights

Everything you need to streamline your workflow and out-perform the competition
Back-Office Accounting Zipi Pay My Business

PLATFORM

  • Cross Company Insights 
  • Hierarchy Support 
  • Offices & Teams
  • Franchise Design & SSO Access
  • Function & Group Permissions 
  • CSV Import / Export Data 

DASHBOARD

  • Widgets 
  •  Multiple Widget Boards
  • Real-Time Data 
  • Multi-User Aggregation + User-Specific 

PROPERTY TRANSACTIONS

  • Customizable User Views
  • Track Listings + Buyer Opportunities
  • Deal Demographics
  • Percent and Flat Rate Commission 

PAYOUTS

  • Dynamic Compensation Elements 
  • Disbursement Overview + Approval Workflows
  • Multi-Level Compensation
  • Pre-Defined + Non-Standard Commission Plans
  • Associate Invoice Items to Deals
  • Earnest Money Deposits 
  • Referrals 
  • Royalties 

TASK TRACKING

  • Task Assignment 
  • Agent Training Checklist
  • Onboarding Status 
  • Goal Setting & Progress

CONTACT + AGENT MANAGEMENT

  • Buyers + Sellers
  • Escrow Companies
  • Agents + Staff
  • Customers + Vendors 
  • Sensitive Compliance Information    
  • Memberships + Licensing 

REPORTS

  • Performance Reports 
  • Transaction Reports
  • Progress Reports
  • Financial & Accounting Reports 

INTEGRATIONS

  • Multiple Listings Services (MLS)
  • Free & Open API (Developer Community)
  • CRM Systems
  • Document Compliance 

GENERAL LEDGER

  • Chart of Accounts
  • Manual Journal Entries 
  • Account Transactions
  • Reconciliation 
  • Lock Accounting Periods
  • Opening Balances 

INVOICES

  • Recurring Invoices
  • Auto-Charge
  • Agent Billing
  • Deduct Open Balance from Deals
  • Payments Received
  • Auto-Apply Credits
  • Customer Portal 
  • Receivables Source Document Connection 

BILLING

  • Operational + Deal Expenses
  • Trust/Escrow Accounts 
  • Payments Made 
  • Vendor Credits
  • Transaction Matching 
  • Payables Source Document Connection
  • Bank Transactions 
  • Automatic Bank / Credit Card Feeds 

LENDING

  • Issue Commission Advances
  • Track 3rd Party Commission
  • Advances 
  • Assess Interest or Factoring 

TAXES

  • Taxes per Line Item
  • Sales Tax 
  • 1099 Data Export 
  • Custom Tax Authorities 

PROPRIETARY PAYMENT SYSTEM

  • Commission Payouts
  • Replace Trust Accounts
  • Pay Bills
  • Collect Earnest Money
  • Rent Payments 
  • Mortgage Payments 

PAYMENTS

  • Proprietary Money Transfer 
  • Integrated Payment Gateway
  • Integrated ACH
  • Integrated Wire 
  • Integrated Credit/Debit Cards 
  • Check Printing 

MY BUSINESS FOR AGENTS


My Business for Agents is a complete financial management software included with the brokerage account, but separate from the brokerage account with single sign-on functionality, that allows agents to receive commission income via Zipi Pay and manage their own finances: invoices/bills from the brokerage, commission payouts, chart of accounts, bank and/or credit card transactions and reconciliation, and reporting. A one-time $5 fee is charged to the agent when connecting a bank account to Zipi Pay.

MY BUSINESS+


My Business+ is an optional feature that is subscribed to directly by the agent. MB+ includes all features in My Business for Agents plus the ability to send funds via Zipi Pay or use the automated bank feed option for easier bank reconciliation and reporting.

How It Works

Pricing model?

We get paid when you get paid. Deals are only deducted from your account when they are paid or closed. †Volume discount available when deals purchased in bulk (Enterprise Plan).

Volume pricing?

†Yes, the Enterprise plan reflects the volume price range. The more deals purchased in bulk the greater the per deal discount. 

What is considered a 'Deal?'

Any transaction in the Deals module that is paid or closed in your Zipi account.

How do I buy more deals for my account?

You can purchase deals and load them in your Company account settings or you can configure the system to auto-reload as deals are closed.

Are my deals transferable or refundable?

Zipi Deals are designed to provide a means to track activity in accordance with our fair-use policy. As per our Terms of Use, upon purchase, Zipi Deals cannot be transferred nor refunded.

Next Day Transfers (EFT)?

±Zipi Pay offers next day electronic funds transfers (EFT) up to $50,000 (individual transfers, not aggregate). The funds you wish to transfer must be readily available in your Zipi Pay balance.

What about historical deals?

Historical deals are separate licenses and can be purchased at a discounted rate.

* One (1) year data retention. Waived at 50+ deals purchased annually
‡ Price is per user per month. This is an optional add-on and not a cost to the broker.
** Paid by client