Articles
Agent Fees
SUMMARY Agent fees are fees paid to the brokerage from an agent's commission. Once agent fees have been set up by a master admin on the Agent Fees page, those agent fees can be applied when managing commissions on transactions. ...
Set Up Deduction Types
SUMMARY Deductions are fees that can be taken off-the-top (before the broker/agent split) or paid from the broker or agent share of commission. Off-the-top (OTT) deductions can be paid to the broker, in-house agents or third parties (e.g. ...
Create and Use Commission Basis
SUMMARY Each commission basis added to this page will be shown as an alternative to the sale price when managing commissions on transactions. IN THIS ARTICLE To Set Up a Commission Basis Examples of Commission Basis Using Commi...
Add Agent Commission Splits
SUMMARY Learn how to specify a commission split to agents in your company. IN THIS ARTICLE Update Agent Commission Split via User Profile Update Agent Commission Split via Spreadsheet Pipeline Pro Recording: Managing Agent Commi...
Add Commission Notes for an Agent
SUMMARY Commission Notes are a great way to keep track of details that are pertinent to an agent’s commission plan. Access and Edit Commission Notes Click "Manage Users" from the left menu. Select an agent to ...
Add Agent Start Dates
SUMMARY Learn how to create a start date for any agent who is part of your Paperless Pipeline account. Create a Start Date for an Agent To create a start date for an Agent: Click [Manage Users] from the left menu. Click the [Gear] next...
Distribute Commission to In-house Referring Agents
SUMMARY Learn how to distribute commission to an in-house referring agent. :43 Use this feature only for transactions where one of your agents is referring a client to another one of your agents. Learn more here: Tra...
Deduct Earnest Money Deposit at Closing
SUMMARY Do you ever have transactions where the earnest money deposit is held and deducted from the total payable commission to your company? Learn how to allow earnest money deposit deductions at closing. As of 4/2/17, the "Generate CD...
Format CDA Special Instructions
SUMMARY You can format CDA Special Instructions to show bolding, italics, line-breaks, links, lists, etc. using markdown formatting. IN THIS ARTICLE What is Markdown? How to Format CDA Special Instructions Markdown Formatting Examples ...
Assistance with Multi-tier Commission Splits
SUMMARY Pipeline allows you to set commission split thresholds for agents and be warned when they are about to surpass their thresholds. Warnings appear directly on the surpassing transactions so admins can adjust agents' commissions at exac...
Track Outside Referral Commission
SUMMARY Paperless Pipeline's Commission Module was designed to track commission for in-house transactions. While not directly supported, you can track commission earned from outside referrals using the workaround described in this articl...