-
Created On: 02/13/2024
in Guides By Topic Account Home Page Announcements are an easy way to keep agents and admins in the loop.
-
Include an agent's email signature when sending an email on their behalf to build trust with your recipients and encourage smooth communication between agents, their clients, and other parties.
-
Turn on the option to include alternate signatures when you're sending messages from transactions. Once turned on, you can choose from your own signature, an agent's signature, or no signature at all.
-
Access the Commission Summary to get a snapshot of company-wide production across multiple months and years.
-
Created On: 02/08/2024
in Guides By Topic Messaging
Pipeline's formatting options enhance the readability, visual appeal, and engagement of your messages, email signatures, and announcements. Introduction Use Pipeline's formatting options to make messages easier to read, more visually appealing...
-
Access the Commission Summary to get a snapshot of company-wide production across multiple months and years. Introduction The Commission Summary gives admins a quick snapshot of agents' commission performance over time. It displays past agen...
-
Download the Agent Contribution Report to view agents' commission contributions to the brokerage. Introduction The Agent Contribution Report allows admins to view the transaction and referral commission contributions made by agents to th...
-
Created On: 02/05/2024
in What's New
Break Apart: Split and Name Docs While Zoomed In If you need to get a closer look at a doc as you're breaking it apart, you can now complete the entire process while zooming in on a single page. You can now split, name, and assign permissions ...
-
Created On: 12/10/2023
in Guides By Topic Transactions
-
Duplicate a transaction to save time by creating a new transaction based on an existing one. For example, duplicate a transaction to start over when a buyer's offer falls through, duplicate a template transaction to use default info for certain transactions, and duplicate a single transaction multiple times to handle a parcel of properties.