Glossary

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

C

Checklist

Checklists help a team keep track of tasks and required documents within a transaction. Checklist tasks can be assigned to certain roles and can have both absolute due dates and due dates relative to other key dates.

S

Selling Agent

Also known as Also known as "Buyer's Agent" or "Buying Agent" - this person is a real estate agent that shows homes and matches buyers to homes. They work hand-in-hand with “listing agents” who have a contract with a person or banks to list their property on the market.

T

Task

Tasks are items on a checklist that help a team keep track of required documents and other deliverables for a transaction. Tasks can be assigned to certain roles and can have both absolute due dates and due dates relative to other key dates.

Transaction

A transaction in Paperless Pipeline is the container for all things (docs, notes, checklists, contacts, financial info) related to a real estate transaction in your office. A transaction normally progresses through several statuses until it is closed or terminated.