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Currently on hiatus: Paperless Pipeline Pro Webinars will return in the fall.
Join us Wednesdays for Pipeline Pro Webinars!
Pop in any Wednesday at 12:00pm Central and learn how to master the various areas in Paperless Pipeline. ...
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Last Updated: 01/03/2025
in Guides By Topic Integrations
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SUMMARY Paperless Pipeline’s commission module generates commission disbursement authorizations (CDA’s) right out of Pipeline. The CDA is a document that can be sent to escrow, title company, an attorney, or whoever is handling the closing. I...
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SUMMARY Learn how to use Key Dates to designate tasks in your Checklist Templates as important timeline dates that can be displayed on your transaction coversheets, synced to your calendar app, and autofilled into emails and message templates...
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Last Updated: 06/05/2024
in Guides By Topic Docs
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Last Updated: 07/15/2024
in Guides By Topic Transactions
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Last Updated: 07/15/2024
in Guides By Topic Transactions
SUMMARY This article describes how you can create custom transaction statuses to match your company's transaction management workflow. IN THIS ARTICLE Add a New Status Edit a Status Deactivate a Status FAQ Add a New Status ...
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Last Updated: 07/15/2024
in Guides By Topic Transactions
SUMMARY Learn how to set default values (including placeholder information) to be automatically inserted into the More Info , Admin Info , and Commission Summary fields on all new transactions. IN THIS ARTICLE Introduction Who Can ...
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Last Updated: 04/05/2024
in Guides By Topic Transactions
SUMMARY Download and hand off closed transactions to agents and others without waiting for monthly backups. IN THIS ARTICLE Download an Individual Transaction Download an Individual Transaction To download an individual transaction: ...
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SUMMARY Learn how the Tasks page can help you track and manage overdue and upcoming tasks. IN THIS ARTICLE Introduction Who Can Do This? How To Navigate to the Tasks Page View Tasks on the Tasks Page View Agents Assigned...