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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 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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SUMMARY This video introduces admins to Paperless Pipeline’s basics: • Adding Users • Adding Transactions • Automatically Assigning Checklist Templates to Transactions • Uploading Docs • Assigning Docs to Transactions • Broker Review of Docs ...
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Last Updated: 06/10/2024
in Guides By Topic Account
SUMMARY Securely manage your billing information directly in Paperless Pipeline. IN THIS ARTICLE Upgrade / Downgrade Your Account Monthly Limit / Transaction File Quota Update Credit Card Cancelling Your Account FAQ Upgrad...
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Last Updated: 06/06/2024
in Guides By Topic Account
Explore the various company-wide options available for your Paperless Pipeline account that can benefit your entire team.
Who Can Do This? Master admins
Global Settings
Company Name
Your company name.
Brokerage L...
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SUMMARY Incorporate your business holidays to s tay in compliance with internal and state regulations that require due dates based on business days. IN THIS ARTICLE Introduction Who Can Do This? How To Add or Update Company Busi...
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Last Updated: 04/05/2024
in Guides By Topic Transactions
Learn how Custom Fields work in Paperless Pipeline, including creating, editing, and deleting them.
Introduction What are Custom Fields? Custom Fields are additional fields that can be added to transactions, allowing your team to ...
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Last Updated: 04/05/2024
in Guides By Topic Transactions
SUMMARY Learn how to set up and optimize your company's Transaction Labels and other settings related to Transaction Labels . IN THIS ARTICLE Introduction Who Can Do This? Video 🎥 Set Up Transaction Labels Add a Transact...
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SUMMARY The Paperless Pipeline Home page is your control center. View a quick snapshot of your most important transactions, tasks, and documents to help you decide which areas need your greatest attention. IN THIS ARTICLE My Shortcuts ...