Zipi

If your brokerage juggles spreadsheets, email chains, and separate payout tools, Zipi gives you one place to run the entire deal lifecycle. Start by setting up your office profile, linking settlement accounts, and importing agents and teams. Build commission templates that reflect exactly how you pay: sliding scales, caps, team lead overrides, referral fees, and bonus triggers. Assign those templates by office, role, property type, or price band. Add compliance checklists for listings, pendings, and closings, then define who reviews what and when. With these rules in place, every new deal follows the same clear path—no manual recalcs, no last‑minute surprises.

Coordinators can open a transaction in minutes. Create the record, select parties, and Zipi populates required tasks based on your checklist. Request documents, set due dates, and track what’s missing at a glance. When a file is ready for review, route it to the right person; flag exceptions, leave notes, and require fixes before moving forward. Expenses—photography, staging, TC fees—are attached to the deal so the net payout is always current. Use what‑if scenarios to preview how a price change or concession affects everyone’s take home before you alter terms.

Accounting moves from closing package to disbursement without rekeying data. Match the settlement statement, lock the numbers, and let the commission engine compute splits automatically across the agents, the office, and any referrals. Pay as many recipients as needed in one run, including partials for early advances or team distributions. Schedule transfers immediately or set a release date to align with funding. Every movement of money is logged with who approved it and when, creating a clean audit trail for brokers, auditors, and year‑end reporting. When leadership asks for metrics, open the dashboard to view pipeline volume, gross commission income, net to brokerage, and agent performance by period, office, or source.

Agents get a simple portal focused on what they care about: deal status, next steps, and earnings. They can see their current split, cap progress, and how upcoming closings affect payout. Notifications call out missing documents or approvals so they can unblock their own files. On payday, they receive a breakdown of each disbursement, where it went, and any deductions taken. If something looks off, they can comment on the line item and loop in the coordinator—no side threads required. The result is a repeatable, transparent workflow that shortens time to close and gets everyone paid without back‑and‑forth.