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What is Zipi?

The Transformation of Back-Office and Accounting Systems. A small step for you—A significant leap for your back office. Accomplish more while conserving your resources! Optimize your processes and lower costs with our distinctive, all-encompassing back-office and accounting solution designed specifically for forward-thinking real estate brokerages. Take advantage of features such as automated compensation frameworks, an overview of financial disbursements, agent management, and advanced reporting functionalities. Furthermore, our platform encompasses a general ledger, an extensive chart of accounts, invoicing, billing, advances, bank integrations, and reconciliation workflows. Enjoy the advantages of electronic funds transfers (EFT), commission distribution, earnest money management, credit card processing, and check issuance services. BROKERS. Improve management and accounting productivity. Alleviate administrative burdens and accounting duties with our automated collection of back-office tools. Our commission tracking, calculation, and payment solutions can support even the most complex commission schemes. AGENTS. Amplify productivity. Provide your agents with vital resources to monitor and assess their achievements through our features for setting objectives and tracking deals. With these functionalities, agents can dedicate more time to finalizing deals and boosting revenue, thereby enhancing overall business performance. As a result, both brokers and agents can experience a more efficient and effective workflow, leading to greater success in their real estate endeavors.

What is Castine?

Castine Consulting LLC, formerly recognized as Cogent Consulting, has established itself as a leading global provider of management solutions for over thirty years. Its well-developed products are in use across more than 60 nations, with installations surpassing 4,000 sites globally. With a deep understanding of software capabilities, we are ready to offer outstanding support to our clientele. Castine's diverse product offerings include premier solutions specifically designed for the investment industry, placing a strong emphasis on compliance, commission management, as well as performance reporting and compensation management. The firm's leadership is celebrated as trailblazers in several facets of commission management, such as 28(e), CSA, RPA, and MiFID II, in addition to compliance operations and due diligence processes. Additionally, the principals at Castine have gained recognition as authorities in broker reviews and compensation solutions. Partnerships with organizations like Integrity Research significantly enhance the breadth and depth of our service offerings. By implementing advanced technology, Castine guarantees clients an up-to-date experience, further reinforcing its esteemed position within the industry. As we progress into the future, we remain dedicated to providing innovative and effective management solutions that adapt to the evolving demands of our clients, ensuring their continued success and satisfaction.

Media

Media

Integrations Supported

dotloop

Integrations Supported

dotloop

API Availability

Has API

API Availability

Has API

Pricing Information

$5
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zipi

Date Founded

2017

Company Location

United States

Company Website

zipi.app

Company Facts

Organization Name

Castine

Company Location

United States

Company Website

castinellc.com

Categories and Features

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Categories and Features

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