Articles
Designate an Agent as an Assistant on a Transaction
SUMMARY Learn how to tag any user on a transaction as an assistant. IN THIS ARTICLE Add an Assistant Remove an Assistant :48 Add an Assistant To tag a user as an assistant on a transaction: Designate the person as a li...
Calculate Commissions Faster
SUMMARY You can calculate commissions faster and easier on the Update Commissions page . T he page can handle dual-sided and multi-agent transactions without the need for any manual calculations on your part. As of 4/2/17, the "Generate CD...
Manage Commissions
SUMMARY The Manage Commission disbursement authorization page serves two purposes: 1. It allows you to generate a PDF that contains instructions to the closer on how transaction commissions should be disbursed. 2. The numbers you enter on ...
Track Referral Commissions Paid to Other Brokerages
SUMMARY Track and designate outside referral commission inside of Pipeline’s Manage Commissions page. As of 4/2/17, the "Generate CDA" option has been renamed to Manage/Update Commissions IN THIS ARTICLE Entering Referr...
Track Referrals
SUMMARY Pipeline will automatically detect referrers on transactions and apply them to CDAs. Identify a Referrer To identify a referrer, add the person as a contact on the transaction. here's how: From any transaction, scroll down to th...
Disburse Payments to Agents’ Assistants and Teammates Using In-House Deductions
SUMMARY Use in-house deductions to make a payment from a transaction’s agent (or from your brokerage) to any other agent, assistant, or transaction coordinator in your company. As of 4/2/17, the "Generate CDA" option has been ren...
Email a CDA to Title / Escrow / Attorney
SUMMARY Quickly email a commission disbursement authorization from any transaction. Email a Commission Disbursement Authorization From inside the transaction, click [Note/Email]. Enter the contact’s email address. If the person handl...
Pay Third Parties Directly from the Agent's or Brokerage’s Commission
SUMMARY Learn how to deduct expenses that come out of the agent's or brokerage’s commission and need to be paid to a third party. 4:00 Some examples of third party payables include: Home warranty Charitable contribu...
View Year-To-Date Production Numbers for Agents When Generating a CDA
SUMMARY When managing commissions, Paperless Pipeline will display agents’ year-to-date production numbers and other commission-related information. As of 4/2/17, the "Generate CDA" option has been renamed to Manage/Update C...