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Zipi makes financial management easy for brokerages

11/17/2017

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Have suggestions for products that you’d like to see reviewed by our real estate technology expert? Email Craig Rowe. Zipi is a reporting and financial management solution for real estate brokerages. Platforms: Browser-based Ideal for: All size agencies Top selling points Exceptional user experience Clear, upfront reports Office, team and custom dashboards Intuitive deal, commission reporting Top concerns Zipi will have to overcome adoption of franchise-provided tools to gain traction. What you should know Zipi was once called Pipeline Wizard; the name is different now, as is the majority of its user experience … and that is good thing. The product’s goal is the same: to help real estate offices streamline financial oversight. It fulfills this promise with a highly flexible assortment of reporting dashboards that allow users to swap views, create teams and manage deal-flow across multiple offices. There’s a utilitarian user interface at play that cl…

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