• Licensing and Memberships

    The Licensing and Membership section lets you view any Organization(s) (and all associated Organization dat...

  • How to Add Payment Methods for Agents

    Login to your My Business account To input a Payment Method for how you would like to pay your Company, ed...

  • How to Add Payment Details to Contacts for Brokers

    In the left navigation menu, go to Contacts This takes you to the Contacts page Edit the Contact you want...

  • How to Create, View & Edit Contacts

    Contacts within Zipi are where you can store information about people involved in your deals or financial...

  • Commission Calculation Modifiers

    Commission calculation modifiers help to establish the starting point for agents. They can help you add dat...

  • How to Merge Contacts

    Merge contacts is a great way to manage your Zipi data. It allows you to combine information that appears t...

  • Limited Contacts

    Limited contacts is a situation where the agent is not allowed to see all the Contacts in their organizatio...

  • Custom Attributes

    Setting up custom attributes allows you to pull them directly for a Contact instead of specifying them ever...