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Paperless Pipeline

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  • Home
  • Glossary
  • Agent & General Help
    • Getting Started: The Basics (Great for agent training)
      • Downloadable Agent Guide (PDF)
      •  Agent Quick-Start Video
      •  Create a Transaction
      •  Manage Checklists on Transactions
      •  Upload a Doc
      •  Assign a Doc to a Transaction
    • Troubleshooting
      • Security FAQ
      • Enable or Disable Scrolling on Checklists
      • Chrome Scrolling Bug
      • Fillable PDF Docs Not Saving in Chrome Browser
      • Docs / Signatures Being Cut Off When Using Chrome's PDF Viewer
      • Enable a Browser to Open PDF Docs in Adobe Reader
      • Sending Mobile Camera Images as PDF Files
      • PDF Docs Contain Jumbled or Scrambled Letters
      • Disable the Skype Plugin on FireFox
      • Yellow Tip Bubbles (Pop Ups) Won't Go Away
      • Problems Opening PDF Documents in Chrome
      • Perform a Hard Refresh and Clear a Browser's Cache
      • System Requirements
      • Can't Mark Checklist Tasks as Complete
      • PDF Docs Turning Black or White (Blank)
      • Unassigned Doc Uploads Not Working Properly on Tablets
      • Import From Dropbox Option Not Showing up for iPad Users
      • Problems using Paperless Pipeline with Internet Explorer
      • Paperless Pipeline is Running Very Slowly for Me
      • Document Previews Don't Show Signatures or Filled in Data
      • Columns Not Printing When Using the "Selection Only" Option in Chrome
      • Yellow Tip Bubbles (Pop Ups) Won't Go Away
    • Tools, Tips, and Tricks
      •  Auto-detected Transaction Sides
      • Allow Quick Selection of Categories When Assigning or Uploading Docs
      • Auto Text Entry (For Inserting Frequently Used Text)
      •  Sort Transaction Docs by Document Label
      • Remember the Last Sort Order of Transaction Docs
      • Search by Role on Manage Users Page
      • Embedded Fonts
    • DocuSign Integration
      • Connecting and Disconnecting from DocuSign
      • How to Send and Receive DocuSign Docs in Pipeline
      • Issues Connecting to DocuSign Account with Multiple Users
    • What's New
      • What's New in Paperless Pipeline
  • Admin Help
    • Getting Started: The Basics
      •  Admin Quick Start Video
      •  Adding Users
      •  Add a Checklist Template
      •  Create a Transaction
      •  Add a Checklist to a Transaction
      •  Upload a Doc
      •  Reviewing Documents
      • Pipeline Pro Webinars
      • Pipeline Pro Webinar Recordings
    • Account Setup
      • Sending Welcome Emails to Users
      •  Custom Formatting Help for Transaction Names
      • Customize Transaction Statuses
      • Onboarding Webinar for Pipeline Admins
      •  Creating and Using Custom Transaction Labels
      •  Color-coded Custom Labels in Unassigned Docs
      • Set Default Value for Transaction Fields
      •  Creating a New Category Under Reference Docs
      •  Opting Into or Out of Daily Tasks Reminder Emails
      •  Exclude Active Transactions from Monthly Backups
      •  Import Transactions into Pipeline from Other Systems
      • Manage Agents' Ability to Set Transaction Status to Closed, Terminated, and Expired
      • Understanding Transaction Statuses
      • Company Settings
      • Two-Factor Authentication
    • Managing Users and Locations
      • Understanding Admins
      • Master Admin Permissions
      • Create and Upload an Agent Roster
      • Managing User Permissions
      • Manage Locations
      •  Managing Location-specific Admin
      • Download a List of Users
      • Can't Add User - Email Address Already Exists
      • Use Paperless Pipeline for storing HR (Human Resource) files for Agents and Employees
      •  Designate an Agent as an Assistant on a Transaction
    • Managing Checklists and Tasks
      •  Manage Checklist Templates
      •  Specifying Business or Calendar Days for Task Due Date Calculations
      •  Set Task Visibility
      •  Smart Checklists: Automatically Align Docs with Related Checklist Tasks
      •  Automatically Assign Checklist Templates to Transactions
      • Auto Applying Checklists to Dual-sided Transactions
      •  Order Automatically Assigned Checklists
      •  Download Checklist Templates as CSV Spreadsheet Files
      • Manage Key Dates
      • Understanding Checklists and Tasks
      • Bulk Add Tasks to Checklist Templates
      • Hide Completed Tasks from Transaction Checklists
    • Managing Backups
      • Monthly Backups
      • Handling Large Backups
    • Commission Reporting Module
      • Commission & Reporting Module: Getting Started
      •  Client Fees
    • More Admin Tasks
      •  Delete a Transaction
      • Using the Reference Area
      • Delete Received Emails from Transactions
      •  Download Individual Transactions on Demand
      • Shared Email Templates
      • Managing Expiration Dates of Listings
      • Download a Report of Transactions and Filter by Status, Close Date, or Other Fields
      •  Store Website Links within Reference
      •  Standardized Document Names
      •  Managing and Using Doc Labels
      •  Export Account-wide Contacts as a Spreadsheet
      •  Bulk Apply Unassigned Doc Labels
      •  Zip Codes Extracted from Property Addresses
      •  Viewing History of Reviewed Docs for Compliance
      • Managing Unreviewed Docs
      •  Updating Credit Card Information
      • Billing Basics
      • Entered Docs
      • Recover Docs Deleted from Transactions and Unassigned Docs
      • How to Sort Downloaded Transaction Spreadsheets
      • Download a Transaction Checklist (for Transaction Coordinators)
    • Troubleshooting
      • Why Can't Agents Change Some Fields on Their Transactions?
      • Can't Open Monthly Backup - Backup Invalid Error
      • Arizona Brokers Transaction Logs
      • Paperless Pipeline API Through Zapier
    • Tools, Tips, and Tricks
      • Unlock Admin Superpowers
      • Receive Notifications when Documents are Added to Transactions
      • Managing and Storing Docs
    • Add / Edit Checklist Templates
  • Commission Module
    • Initial setup
      •  Commission & Reporting Module: Getting Started
      •  Give Staff the Ability to Enter Commission Details and Access Reports (Commission Module Permissions)
      •  Configure Commission & CDA Settings
      • Set Up Commission Module
      • Use Commission Module
    • Customize
      •  Agent Fees
      •  Set Up Deduction Types
      •  Create and Use Commission Basis
      •  Add Agent Commission Splits
      • Add Commission Notes for an Agent
      • Add Agent Start Dates
      •  Distribute Commission to In-house Referring Agents
      •  Deduct Earnest Money Deposit at Closing
      • Format CDA Special Instructions
      • Assistance with Multi-tier Commission Splits
      • Track Outside Referral Commission
    • Commission & CDA Settings
      • Designate an Agent as an Assistant on a Transaction
      •  Calculate Commissions Faster
      •  Manage Commissions
      • Track Referral Commissions Paid to Other Brokerages
      • Track Referrals
      •  Disburse Payments to Agents’ Assistants and Teammates Using In-House Deductions
      • Email a CDA to Title / Escrow / Attorney
      •  Pay Third Parties Directly from the Agent's or Brokerage’s Commission
      •  View Year-To-Date Production Numbers for Agents When Generating a CDA
    • Reports
      • Agent Commission Statement
      • Agent Income Report
      • Aggregate Performance Report
      • Commissions & Closings Report
      • Agent Production Report
      • Receive Monthly Production Summary by Email
      • Download a Pending Commissions Report
      • Tracking Lead Sources
      • Listing Inventory Report
      • Pending Inventory Report
      • Your Commissions Report
      • Lead Sources Report
  • How to Get Help
  • Home

Commission Module

Initial setup (5)

  •  Commission & Reporting Module: Getting Started
  •  Give Staff the Ability to Enter Commission Details and Access Reports (Commission Module Permissions)
  •  Configure Commission & CDA Settings
  • Set Up Commission Module
  • Use Commission Module

Customize (11)

  •  Agent Fees
  •  Set Up Deduction Types
  •  Create and Use Commission Basis
  •  Add Agent Commission Splits
  • Add Commission Notes for an Agent
  • See More

Commission & CDA Settings (9)

  • Designate an Agent as an Assistant on a Transaction
  •  Calculate Commissions Faster
  •  Manage Commissions
  • Track Referral Commissions Paid to Other Brokerages
  • Track Referrals
  • See More

Reports (12)

  • Agent Commission Statement
  • Agent Income Report
  • Aggregate Performance Report
  • Commissions & Closings Report
  • Agent Production Report
  • See More