Popular Articles

  1. Agent Units Report

    SUMMARY   This report shows the units earned by each agent in your company based on their transactions and transaction sides. IN THIS ARTICLE Generate an Agent Unit Report Reading the Report Generate an Agent ...
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  4. How to Get Help

    Paperless Pipeline Customer Support   We provide unlimited support via email which allows us to best serve our customers in the most timely and efficient manner possible. During business hours, you can typically expect a response within ...
  5.  Agent Quick-Start Video

    SUMMARY This 4-minute video introduces agents to Paperless Pipeline’s basics: • Add Transactions • Upload Docs • Assign Docs to Transactions • Work with existing Transactions 3:40 ...
  6. Highlight a Person's Task by @mentioning Them

    SUMMARY An admin can use @mention to highlight or assign tasks to users or groups.  IN THIS ARTICLE Video: Highlight a person's Task by @mentioning Them What is @mention? Mention a Person in a Task Mention a Group of People in a Ta...
  7. PDF Docs Turning Black or White (Blank)

    SUMMARY  Learn what to do if you are experiencing PDF docs turning black or white (blank). PROBLEM After uploading, breaking apart, merging or rotating a doc in Paperless Pipeline, one or more of the following occurs when previewing the doc in P...
  8. Understanding Checklists and Tasks

    SUMMARY Checklists help admins and agents stay in compliance by tracking tasks, due dates, and required documents within a transaction. Each checklist contains a set of tasks. This article explains how checklists and tasks may be used to support...
  9. Manage Transactions

  10. Agent Commission Statement

    SUMMARY The Agent Commission Statement shows the breakdown of that agent’s commission on a specific transaction. This statement may be handed off to the agent along with their commission check. IN THIS ARTICLE Download an Agent Commission Sta...