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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: 07/21/2025
in Guides By Topic Account
SUMMARY Monthly backups are included in your Paperless Pipeline plan and are automatically generated and accessible from within your account. IN THIS ARTICLE Monthly Backups Accessing Backups What's Included How is the Monthly Back...
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SUMMARY Paperless Pipeline’s permissions system gives admins full control over actions users can perform. Admins can grant permissions based on each user’s job-specific responsibilities. This article provides step-by-step instruction on how to g...
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SUMMARY Utilize the search options outlined in this article to quickly drill down to the transactions, tasks, and docs you need to work on. IN THIS ARTICLE Introduction Who Can Do This? How To Search Transactions Search Active T...
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SUMMARY The Manage Commission disbursement authorization page serves two purposes: 1. It allows you to generate a PDF that contains instructions to the closer on how transaction commissions should be disbursed. 2. The numbers you enter on the c...
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Last Updated: 04/05/2024
in Guides By Topic Integrations SUMMARY Learn about Paperless Pipeline's API through Zapier. Introduction You can connect Paperless Pipeline to your Zapier account to automate sending information from Paperless Pipeline to other applications. Once your Pipeline accou...
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Last Updated: 04/05/2024
in Guides Ways to Use Pipeline Docs SUMMARY Paperless Pipeline helps you stay compliant by keeping a time and date log of every document you review. IN THIS ARTICLE How to View History of Reviewed Docs for Compliance Download Transaction History 1:27 How to...
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Last Updated: 04/05/2024
in Guides By Topic Transactions
SUMMARY This article will help you to better understand transaction statuses and what role they play in identifying the stages of a transaction's lifecycle. IN THIS ARTICLE What are Transaction Statuses? Customizing Transaction Statuses ...
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Last Updated: 04/05/2024
in Guides By Topic Contacts
Learn how Contacts work in Paperless Pipeline, including adding them to transactions, managing them, downloading them and more. Introduction What are Contacts? Contacts are people outside your Pipeline account involved in a transact...