• 2021-16-07 Product Release

    Enhancements We have updated our import of Chart of Accounts.   What's in it for you? An enhanced import p...

  • Accounting Release

    We are very excited to bring you this release and below is a list of the features that have been updated:  ...

  • 2021-02-07 Product Release

    Enhancements  You can now see the Sales Expense on the agent Preview Card under Split. What's in it for yo...

  • 2021-06-18 Product Release

    Enhancements We have updated our Import Products/Services feature. You can read more about it at Import Pr...

  • 2021-06-07 Product Release

    Enhancements  1. We have made some layout changes to the Summary Transaction report.  What's in it for you?...

  • 2021-05-21 Product Release

    Enhancements The EIN/TIN field in Contacts has now been masked.- This mask is controlled by the View/Hide ...

  • 2021-05-19 Product Release

    New Features  Note: You can read more about this at Default Sales Compensation.  The deal creation page ha...

  • 2021-05-12 Product Release

    Enhancements The Deposit Request email shows additional details including the Deal property address. Now, ...

  • 2021-04-26 Product Release

    New Features Zipi now has a Membership report. It lets you view any Organization(s) (and all associated Or...

  • 2021-04-09 Product Release

    Beta Features You now have the option to email the Disbursement Authorization on the Deals page.You can se...

  • 2021-04-22 Beta Features

    Feature flags allow Zipi to deploy certain new features without making them visible to all users. You can k...

  • 2021-03-26 Product Release

    Public Features No Splits Given Easily convert an agent to deal participant with a few clicks. If someone i...

  • 2021-03-12 Product Release

    New Features We have updated our widgets to add a custom date range. We have added the ability to use OA...

  • 2021-02-26 Product Release

    Enhancements When a user removes access, they only lose access to the brokerage account but can still acce...

  • 2021-02-21 Product Release

    Enhancements We have updated the CDA Disbursement Text element in Rules and added a Display Payouts Table ...

  • 2021-02-05 Product Release

    New Features You can now expand Preview for any sales entity on the Disbursement card to see the breakdown...

  • 2021-01-15 Product Release

    What's New 1) When deleting a dual deal, you now have the option to either delete one or both deals.  Dele...

  • 2020-12-23 Product Release

    What’s new 1) We now have warning badges for add-ons. Normal badge Warning badgeError badge   2) You can cl...

  • 2020-02-02 Product Release

    Contacts Delegated Contacts Linking Delegated Information (Details and Locations) Default Disbursement Ins...

  • 2020-02-18 Product Release

    Banking Improved logic to match bank feed transactions. Improved process to unmatch transactions. Display ...

  • 2020-02-10 Hotfix Release

    SkySlope Sync Closed Deals Search Improvements Zipi Pay Same Email Address for Multiple Accounts when a ...

  • 2020-02-03 Hotfix Release

    Element Parameters for Conditions (Finance>Compensation) 'Source of Business' has been added as a paramete...

  • 2020-03-30 Product Release

    Deals Dual Deals released for General Availability, this addresses the common dual agency scenario that ma...

  • 2020-05-08 Product Release

    Deals Deal board layout improved with active card detection.  Deal board performance enhancements. Additio...

  • 2020-05-15 Product Release

    Deals Improved the 'Revert' workflow process for Deal Payouts and now Void previously issued Invoices or B...

  • 2020-05-22 Product Release

    Deals Adjusted Sales Price - In some scenarios the sales price that is used for calculations needs to be d...

  • 2020-05-29 Product Release

    Deal Compensation Calculations Manually Enter Commission Splits - When a deal does not have a compensation...

  • 2020-06-02 Product Release

    Insights Improved the User Interface including widget titles and standardized the page layout. Deals Fix...

  • 2020-06-19 Product Release

    Deals If a user has permission for the Deals module, but has not created a board yet; Zipi will create a d...

  • 2020-09-25 Product Release

    Deals Removed requirement for Closing Date to be in the future. The closing date does not need to correspo...