Logo website white

Menu

Schedule Demo

Pay-As-You-Go

$25 / Closed Deal

Self-Service
Support + Community
1-year data retention*
No setup fee
*data limits waived at 50+ deals/yr

Launch

$15 / Closed Deal

Professional Services (2 weeks)
Support + Community
No setup fee
*1-year expiration

Growth

$5 / Closed Deal

Professional Services (6 weeks)
Support + Community
No setup fee
*2-year expiration

Product Highlights

Everything you need to streamline your workflow and out-perform the competition

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 

NATIVE ACCOUNTING SYSTEM

  • Chart of Accounts / General Ledger
  • 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 

COMING 2021

CLIENT PORTAL

TRANSACTION COLLABORATION

VENDOR MARKETPLACE

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.

Is there enterprise or volume pricing?

Yes! If you would like to commit to larger reload packages, please let us know during your demo.

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.

What is a Closed Deal?

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

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.

No Money Transfer Fees?

Yes, there are no money transfer fees for standard transfers (3 - 5 banking days) under $300,000. There are additional charges for expedited transfers and for transfers exceeding $300,000.

Do historical deals count toward my deal balance?

Yes, only closed deals will count toward your balance.

Some of our awesome clients

engel-and-voelkers-americas-inc-logo-vector
vpr logo revised
era-real-estate-logo-vector
SVG Align Right Realty Logo-grey
realty-executives-logo