A modern, back office and accounting platform for real estate brokerages

About Zipi

Founded on a steadfast dedication to its community and client success, Zipi empowers real estate professionals with an arsenal of tools designed to expedite end-to-end deal management and automate reconciliation with their financial accounts.

Zipi continues gaining traction notably with enterprise brokerages who understand the importance of investing in scalable technology to automate tedious workloads and meet the demands of their increasingly sophisticated clientele.

Video Overview

Zipi Features

BACK OFFICE

Brokers are equipped with a robust feature set for visualizing deal information and managing their agents and offices in a centralized ecosystem.

Further armed with advanced dashboard insights, commission forecasts, and production reporting, brokers can efficiently measure their performance against results.

  • Deal Pipeline Management
  • Transaction Details
  • Agent Management
  • Contact Management
  • Goal Tracking
  • Real-Time Dashboard Insights
  • Production Reporting

ACCOUNTING

Fully customizable and trackable commission profiles are the core of Zipi’s market-leading disbursement calculations — accurately syncing transaction data with a multitude of fees, royalties, and tiered commission splits.

  • Customized Commission Profiles
  • Flexible Commission Structures
  • Automated Disbursement Calculations
  • Accounts Payable + Receivable
  • Agent Billing
  • Trust Accounting
  • Live Bank Feeds
  • Bank Reconciliation
  • Chart of Accounts
  • Manual Journal Entry

ZIPI PAY

Zipi Pay is an encrypted electronic funds transfer system (EFT) that safely facilitates money transfers, earnest money deposits, credit card processing, check printing and commission payouts.

  • Money Transfers
  • Earnest Money Deposits
  • Credit Card Processing
  • Commission Payouts
  • Trust Accounts

TRANSACTION MANAGEMENT

SkySlope and dotloop users are migrating to Zipi by way of powerful, bi-directional integrations. Users enjoy the flexibility of selecting which deals to sync and peace of mind from combining duplicate data into a complete deal record.

MY BUSINESS FOR AGENTS

A huge value-add for your agents! A financial management software included with the brokerage account, but completely separate from the brokerage account, accessible via Single Sign On.

  • Receive commission income via Zipi Pay
  • Manage business finances
  • Invoices
  • Bills
  • Commission income
  • Chart of accounts
  • Bank and/or credit card transactions
  • Bank reconciliation
  • Reporting

MARKETPLACE

Whereas legacy platforms often impose fees on their integration partners for this functionality, Zipi’s integrations are included with all pricing plans.

  • SkySlope
  • Dotloop
  • DocuSign Rooms (Coming 2021)
  • Zipi Pay
  • Google Data Studio
  • Authorize.net

Product Overview

User Reviews of Zipi

★★★★★
★★★★★
Submitted on December 14th, 2020 by Jonathan Peterson from T3 Sixty

There’s a lot of change happening. Accounting is always seen as an afterthought and it’s not the way it should be approached. I think it’s a piece of the real estate transaction within a real estate operation that really should be rethought and Zipi is bringing innovative change to that.

★★★★★
★★★★★
Submitted on December 14th, 2020 by Jamie Mertz from Virtual Properties Realty

Integrating both with SkySlope and now Zipi, has helped us stay ahead of the curve and offer these simple ways for our agents to be able to stay in compliance and get paid as quickly as possible.

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