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Last Updated: 04/27/2025
in What's New
Send Reference Docs Directly from Transactions
Save time and steps by attaching Reference documents directly to messages you send from transactions. It’s a fast, natural way to share the docs your team uses everyday, right from where y...
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Last Updated: 04/25/2025
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Last Updated: 02/27/2025
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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Last Updated: 02/06/2025
in What's New
Enter Dual Buyers or Sellers Once and Forget It When there are two buyers or two sellers on a transaction, you can enter them both directly on the Add or Edit Transaction page. Doing so will automatically add them as contacts on th...
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Last Updated: 02/06/2025
in What's New
Default Value for Commission Summary Now Available to All Accounts
To help meet recent NAR Settlement requirements and simplify tracking compensation sources, all Pipeline accounts may now set a default value for the Commission Summar...
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Last Updated: 02/06/2025
in What's New
Save Time on New Offers by Not Having to Remove Buyer Side Contacts When initiating a New Offer on a transaction, any buyer-side contacts will no longer be carried over automatically. This means you can now enter fresh buyer contacts on Ne...
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SUMMARY Learn how to add, edit, copy, download, and delete Checklist Templates. IN THIS ARTICLE Introduction Who Can Do This? Add a Checklist Template 🎥 Basic Info Locations Checklist Name Automatically Apply to Transac...
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Last Updated: 01/16/2025
in Guides By Topic Messaging
Learn how to automatically generate scheduled messages based on transaction dates being met or checklist tasks being completed. Introduction Communication is crucial, so sending messages at the right time can make all the difference. Set you...