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SUMMARY This system sends out a daily email showing which tasks are overdue, due today, and due tomorrow. This article includes examples of those daily task reminder emails. Learn more about opting into or out of Daily Tasks Reminder emails here ...
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SUMMARY Paperless Pipeline's Commission Module was designed to track commission for in-house transactions. While not directly supported, you can track commission earned from outside referrals using the workaround described in this article. IN T...
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SUMMARY
This report provides detailed financial figures from pending and closed transactions for all agents in your company, including Pending & Closed Units, Sales Volume, Fees & Deductions, and detailed commission information.
IN THIS ...
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Are you unable to change a certain field on a transaction? For security and administrative reasons, your ability to update certain transaction fields is limited in Pipeline. This guide explains what to do when you need to make a change to a transa...
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SUMMARY Learn how to deduct expenses that come out of the agent's or brokerage’s commission and need to be paid to a third party. 4:00 Some examples of third party payables include: Home warranty Charitable contribution Se...
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SUMMARY To add multiple tasks at once when setting up a checklist template, paste or type in a list of tasks in the Bulk Add Tasks box, then click [Add Tasks] to add the tasks to the template. How to Bulk Add Tasks To bulk add tasks to a check...
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The Agent Commissions report provides agent commission figures, including sales volumes and commissions, for the report period you specify. Download an Agent Commissions Report To download an Agent Commissions report: Go to the Reports pag...
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SUMMARY Learn how to specify a commission split to agents in your company. IN THIS ARTICLE Update Agent Commission Split via User Profile Update Agent Commission Split via Spreadsheet Pipeline Pro Recording: Managing Agent Commissi...
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Last Updated: 06/10/2024
in Guides By Topic Transactions
SUMMARY Paperless Pipeline allows you to manage expiration dates of listings in two ways: automatic expiration mode or managing expiration dates manually. Depending on your office’s workflow, you can choose either one. IN THIS ARTICLE Manag...
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Last Updated: 04/05/2024
in Guides By Topic Docs SUMMARY Learn to efficiently manage docs within Pipeline, including options and tips that will help you and your team save time and streamline your workflow. IN THIS ARTICLE Managing and Storing Docs Managing and Storing Docs 17:01 ...