Admins include master admins and location admins. Learn more →
Agent Fees are fees paid to the brokerage from an agent's commission.
Agent-checked Tasks are tasks that have been checked by an agent to indicate the agent has completed the task and it's awaiting admin approval.
Anyone refers to any users added to a company's Paperless Pipeline account.
A buying agent is an agent added to the Buying Side of a transaction.
Checklists help admins and agents stay in compliance by tracking Tasks that need to be completed on a transaction. Tasks are items on a Checklist that represent documents or actions that need to be uploaded or completed.
Client Fees are fees paid by buyers or sellers outside of normal commissions. Client Fees can be paid directly to the brokerage or agent on the transaction.
Commission Disbursement Authorization
Commission Disbursement Authorization (CDA)
The Commission Disbursement Authorization (CDA) is automatically generated when you manage commissions on a transaction. The CDA document instructs the Title Company, Escrow or Closing Attorney on how to disburse commission for a transaction.
Deductions are fees that can be taken off-the-top before the broker-agent split or paid directly from the broker or agent share of commission.
A listing agent is an agent added to the Listing Side of a transaction.
Master admins have all possible User Permissions and full access to and authority over all data within a company's Pipeline account. Learn more →
Next Commission Split Threshold
Next Commission Split Threshold
Next Commission Split Threshold tracks the commission amount agents must generate for the brokerage before moving to the next tier in their multi-tier commission plan. Learn more →
Office Staff refers to master admins and admins with permission to View all transactions in a transaction's Location.
Optional Transaction Date Fields
Optional Fields are additional prebuilt transaction fields that can be enabled on your company's transactions, allowing your team to keep track of additional information that is not included on transactions by default. Learn more →
A user's Role is set by an admin on a user's profile in Manage Users (e.g., Office Staff, Agent, Transaction Coordinator, Admin). User Roles can be @mentioned on tasks in order to highlight or assign tasks to a group.
Tasks are items on a Checklist that represent documents or actions that need to be uploaded or completed. Automate and optimize Tasks by using @Mention to highlight them, Relative Due Dates to automatically set due dates, Task Visibility to enforce privacy and reduce clutter, Key Dates to designate important timeline dates, and Agent-editable Due Dates to allow agents to change specific deadlines.
A Transaction 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.
Use Transaction Flags to automatically highlight and identify transactions that are most important to you. Learn more →
Transaction Labels identify a transaction's property type (e.g., Rental, New Construction, Commercial, Single-family Residence, Office space, etc.) and provide an additional level of classification on transactions allowing you to set up automations and perform custom searches based on property type.
VPN (Virtual Private Network)
VPN stands for "Virtual Private Network". How-To Geek explains what a VPN is →