Tasks that have been checked by an agent to indicate the agent has completed the task and it's awaiting admin approval.
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.
Commission split threshold
A commission split threshold represents the dollar amount at which an agent’s commission generated for the brokerage should result in a commission split change.
Optional Transaction Date Fields
Optional Transaction Date Fields can be enabled from the Company Settings page. Optional Transaction Date Fields include Inspection Due Date, Inspection Date, Loan Approval Due Date, Loan Approval Date, Appraisal Due Date, Appraisal Date, Earnest Money Due Date, Earnest Money Deposit Date, and Option Period End Date
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). Roles can be @mentioned on tasks in order to highlight or assign tasks to a group.
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.
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.
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.