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Last Updated: 06/10/2024
in Guides By Topic Account
SUMMARY You can exclude currently open (active, listing, pending) transactions from being included in your monthly backup. Use this company-wide setting to ensure that transactions are only included in your monthly system backup once they are co...
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Last Updated: 06/10/2024
in Guides By Topic Transactions
SUMMARY Paperless Pipeline allows you to manage expiration dates of listings in two ways: automatic expiration mode or managing expiration dates manually. Depending on your office’s workflow, you can choose either one. IN THIS ARTICLE Manag...
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SUMMARY Commission Notes are a great way to keep track of details that are pertinent to an agent’s commission plan. Access and Edit Commission Notes Click "Manage Users" from the left menu. Select an agent to enter commission...
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Last Updated: 06/10/2024
in Guides By Topic Transactions
SUMMARY Use this feature to promote standard transaction naming conventions by displaying customized instructions below the transaction name field. Short version: 1) Click your name in the upper right corner then "Admin / Settings." 2) Fill the...
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SUMMARY Once you are ready for your agents and staff to start using Paperless Pipeline, you can send them a welcome email (containing their login credentials) right from Pipeline. This article will show you how to customize and send this email. ...
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SUMMARY This article will explain how to download a list of users directly from your Paperless Pipeline account. Short version: 1) Under Manage users in the Admin area, click “Download User List”. 2) Change the name of the file if desired, an...
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Last Updated: 06/10/2024
in Guides By Topic Docs
SUMMARY Use custom color-coded document labels on your transaction's docs for easy sorting and categorizing. IN THIS ARTICLE Define Document Labels Apply a Label to a Document Paperless Pipeline Pro Webinar: Document Labels - Best Pra...
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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...
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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 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...