Popular Articles

  1. Managing Unreviewed Docs

    Last Updated: 04/05/2024 in Guides By Topic Docs
    SUMMARY Easily search, sort, and filter Unreviewed docs based on broker review priorities. IN THIS ARTICLE Searching Sorting Filtering Identifying Docs Needing Review Pipeline Pro Webinar: Time Saving Doc Review Tips Searchin...

  2. Combine Duplicate Checklists into a Single Checklist with Multiple Locations or Labels

    Last Updated: 07/15/2024 in Guides Ways to Use Pipeline Checklists & Tasks
    SUMMARY Learn how to combine multiple identical Checklists Templates related to individual Locations or  Labels into a single Checklist Template related to multiple Locations  or Labels . Introduction You can now relate a single che...

  3. Enterprise Billing Control

    Last Updated: 09/18/2024 in Guides By Topic Enterprise Portal

  4. Deduct Earnest Money Deposit at Closing

    Last Updated: 04/05/2024 in Guides By Topic Commission Module Customize
    SUMMARY Do you ever have transactions where the earnest money deposit is held and deducted from the total payable commission to your company? Learn how to allow earnest money deposit deductions at closing. As of 4/2/17, the "Generate CDA" op...

  5. Import Dropbox Docs into Unassigned Docs

    Last Updated: 04/05/2024 in Guides By Topic Integrations
    SUMMARY Learn how to import documents from Dropbox. Short version: 1) Open the Unassigned Docs page. 2) Click "Import from Dropbox" from the left menu. 3) Select documents to import and click "Choose" to complete the import. IN THIS ARTICLE ...

  6. Your Commissions Report

    Last Updated: 04/05/2024 in Guides By Topic Commission Module Financial Reporting Financial Reporting for Agents
    SUMMARY   Learn to download a personal commissions report that includes your sales volume and commission figures for your desired date range. IN THIS ARTICLE Introduction Who Can Do This? How To Download Your Commissions Report Rea...

  7. Alternate Email Signatures

    Last Updated: 04/05/2024 in Guides By Topic Messaging
    Use an alternate email signature to either include an agent's signature when sending a message on their behalf, or to exclude a signature altogether when sending an unbranded email.

  8. Integrations

    Last Updated: 04/04/2024 in I am an admin.
    Import Transactions into Pipeline from Other Systems DocuSign Use Dropbox Sign with Paperless Pipeline Import Dropbox Docs into Unassigned Docs Does Paperless Pipeline offer an API? Paperless Pipeline API Through Za...

  9. Use Tasks to Track Dates on Transactions

    Last Updated: 09/10/2023 in Guides Ways to Use Pipeline Checklists & Tasks
    Use Checklist Tasks to track dates that aren't covered by regular transaction dates and to help agents and admins keep track of important dates.  Who Can Do This?  Admins with permission to Fully Manage Checklists and Templates can set up date...

  10. Auto Applying Checklists to Dual-sided Transactions

    Last Updated: 06/10/2024 in Guides Ways to Use Pipeline Checklists & Tasks
    SUMMARY The Dual-sided option allows you to set checklists to be auto-applied to transactions where your office represents both sides of a transaction. Learn more about   Managing both sides of a sale within a single transaction (dual-sided tr...