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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...
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Last Updated: 04/27/2025
in Guides By Topic Messaging
SUMMARY
Learn how to send messages and docs directly from a transaction to internal and external recipients.
IN THIS ARTICLE
Introduction
Who Can Do This?
Video 🎥
Send a Transaction Note or Email
...
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SUMMARY Learn how to add, edit, copy, download, and delete Checklist Templates. IN THIS ARTICLE Introduction Who Can Do This? Add a Checklist Template 🎥 Basic Info Locations Checklist Name Automatically Apply to Transac...
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SUMMARY Problem: PDF documents display jumbled or scrambled letters. Cause: Those docs contain non-standard fonts that can not be reliably read or processed. Solution: Re-scan and re-upload the doc to Pipeline. PROBLEM After uploading, br...
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Last Updated: 02/13/2024
in Guides By Topic Messaging SUMMARY Learn how to create and manage reusable Message Templates . IN THIS ARTICLE Introduction Video 🎥 Who Can Do This? How To Create a Message Template When Sending a Message Manage Message Templates Outside of Transact...
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Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY This article explains how you can upload docs manually, by dragging and dropping, via email, and directly to a transaction. Docs may be uploaded to a general holding area called Unassigned from where they can later be assigned to a tran...
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Last Updated: 04/03/2024
in Guides By Topic Messaging SUMMARY Learn how Autofill Tags within Message Templates allow Pipeline to do the typing for you. When you use Autofill Tags within Message Templates to send a note or email, information from the transaction will be added to your messa...
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SUMMARY This guide walks agents through Paperless Pipeline's basics: logging into the system, creating transactions, locating and checking the status of their existing transactions, uploading and assigning documents to transactions, and communic...
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SUMMARY Agents can receive monthly production reports containing their year-to-date and previous month's production numbers, including sales volumes and commissions. Short version: To turn on the company-wide setting to allow the reports to b...
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Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY Unassigned Docs is the general holding area for documents that have not yet been assigned to transactions. In this article, you'll learn how to assign Unassigned docs to transactions. Short Version: 1) Click "Unassigned" from the navi...