How to View Your Disbursement Breakdown for Agents

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As an Agent, you have the ability to view a complete breakdown of your commission from the top of the deal all the way down to your split. This is possible via the Deals Module in Zipi and there are two ways to view this breakdown - both of which we will discuss in this article.

📔Note: Upon logging into Zipi, you will want to ensure you navigate to the Company drop down in the upper lefthand corner. The Deals Module is not available in the Mu Business drop down.You will know you are in the Company drop down when you see the Deals Module on the left hand side navigation panel.

The Deal Card

The Deal Card is the first place you can view your commission breakdown on the deal from a high-level. You can navigate to the Deal Card by using the steps below:

1. Click on Deals to bring you to the Deals Module

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2.  Click on the Deal you want to view your Commission Breakdown for 

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3.  Click on the Disbursement tab

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4. You will see the Total Commission for the deal and then the breakdown from the top of the deal to the bottom; including all sales entities associated with the deal

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5.  You can also click on Expand All to view all Incomes and Expenses included on the deal

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The Trade Sheet

Another way to review your commission breakdown by viewing the Trade Sheet. The Trade Sheet is a downloadable PDF document in which you can save to your computer or print out from Zipi. To view the Trade Sheet:

1. Click on Deals to bring you to the Deals Module

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2.  Click on the Deal you want to view your Commission Breakdown for 

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3. Click the Edit Pencil on the upper right-hand corner of the deal

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4. Scroll to the bottom of the deal and click on Trade Sheet

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5. You will have 3 options: Condensed, Expanded or Expanded with Notes

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Condensed: This is a version of your Trade Sheet that has been condensed into one page and will include most information from your deal.

Expanded: This is a version of your Trade Sheet that will include all information from the deal and may be more than one page.

Expanded with Notes: This is the same as the Expanded version of your Trade Sheet, but will include any Notes made in the Communication Tab

6. Your Trade Sheet with pop-up as a PDF in another tab

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📔Note: If you have a pop-up blocker, the Trade Sheet may not pop-up in another screen when you select which version you want to view. If this happens, be sure to turn off your pop-up blocker.

 

 

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