Zipi Dictionary

  • Zipi Dictionary

    Insights Dashboard Widget - A mini Reporting Tool that can be used to track Agent Caps, Deals by Status, I...

Layout & Navigation

Accounts & Subscriptions

  • Change My Business Account Company Name

    All your My Business accounts are called My Business by default. You can change their names anytime.   1. ...

  • Zipi for New Agents

    Contents Firstly, what is Zipi? Key Benefits for Agents: Access your My Business Hey there, welcome to...

  • Onboarding Expectations

    In order for us to properly ensure an accurate setup of your account, you'll be asked to complete our Inta...

Agents, Teams and Staff

Insights & Reporting

Tasks & Goals

  • How to Create a Task Board

    Goals give you a powerful way to gain visibility on your team’s performance. Goals can also help promote ac...

  • How to Create Personal Goals

    Goals a great way to measure and guide your efforts towards achieving your desired outcomes in your busines...

Access, Passwords & Security