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SUMMARY
By default, only active transactions are displayed on the default view of the Transactions list. Use the methods below to view closed, expired, and canceled transactions hidden by default (in order to reduce clutter).
IN THIS ART...
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Last Updated: 01/16/2025
in Guides By Topic Messaging
Learn how to automatically generate scheduled messages based on transaction dates being met or checklist tasks being completed. Introduction Communication is crucial, so sending messages at the right time can make all the difference. Set you...
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Last Updated: 04/05/2024
in Guides By Topic Docs SUMMARY The reviewed checkbox is used to ensure all documents have been independently reviewed for accuracy and completeness by your staff. In this article, you'll learn how to review documents within Paperless Pipeline. IN THIS ARTICLE Unrev...
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Last Updated: 04/05/2024
in Guides By Topic Transactions
SUMMARY Use the New Offer feature when a listing gets one or more New Offers or falls through and needs to be turned into a new listing. IN THIS ARTICLE What is a New Offer? Create a New Offer When to Add a New Offer Managing New ...
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SUMMARY Each commission basis added to this page will be shown as an alternative to the sale price when managing commissions on transactions. IN THIS ARTICLE To Set Up a Commission Basis Examples of Commission Basis Using Commissi...
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Last Updated: 07/15/2024
in Guides By Topic Docs SUMMARY Each user has their own unique transaction maildrop addresses and Unassigned maildrop address so that Paperless Pipeline will know from which user a message and attachment is coming. IN THIS ARTICLE Find your Unassigned Docs Maildrop ...
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SUMMARY This article describes how to create and send an agent roster to Paperless Pipeline to be uploaded to your account. Prepare an Agent Roster Create your agent roster in a spreadsheet A roster must include separate columns for the ...
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SUMMARY Deductions are fees that can be taken off-the-top (before the broker/agent split) or paid from the broker or agent share of commission. Off-the-top (OTT) deductions can be paid to the broker, in-house agents or third parties (e.g. Chari...
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Last Updated: 04/04/2024
in I am an agent. Manage Contacts Share Transaction Contacts Conveniently via Notes ...
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SUMMARY This article shows how to save time by utilizing smart checklists on transactions to readily identify checklist tasks that correspond to documents and documents that correspond to checklist tasks. The smart checklist features work bes...