Updated Articles

  1. Email Agents Expiring and Closing Transaction Reminders

    Last Updated: 04/05/2024 in Guides By Topic Transactions
    SUMMARY Admins can have Paperless Pipeline automatically email agents 5 days in advance of a listing expiration or closing. This article includes examples of the emails sent when "Email agents expiring and closing transaction reminders" is check...

  2. Custom Fields

    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 ...

  3. Optional Fields

    Last Updated: 04/05/2024 in Guides By Topic Transactions
    Learn how  Optional  Fields  work in Paperless Pipeline, including turning on Optional Transaction Dates and Other Optional Fields . Introduction What are Optional Fields? Optional Fields  are additional prebuilt transaction fiel...

  4. Creating and Using Custom Transaction Labels

    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...

  5. Understanding Transaction Statuses

    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 ...

  6. When to Add New Offers?

    Last Updated: 04/05/2024 in Guides By Topic Transactions
    SUMMARY Use the New Offer feature when a listing gets one or more new offers or falls through and needs to be turned into a new listing. What is a "New Offer"? The New Offer feature is used to create a duplicate of an existing transaction...

  7.  Viewing History of Reviewed Docs for Compliance

    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...

  8. Viewing Closed, Expired & Canceled Transactions

    Last Updated: 04/05/2024 in Guides Ways to Use Pipeline Transactions
    SUMMARY By default, only active transactions are displayed on the default view of the Transactions list. Use the methods below to view closed, expired, and canceled transactions hidden by default (in order to reduce clutter). IN THIS ART...

  9. View Year-To-Date Production Numbers for Agents When Generating a CDA

    Last Updated: 04/05/2024 in Guides By Topic Commission Module Manage Commissions
    SUMMARY When managing commissions, Paperless Pipeline will display agents’ year-to-date production numbers and other commission-related information.  As of 4/2/17, the "Generate CDA" option has been renamed to Manage/Update Commissions IN THIS ...

  10. Use Paperless Pipeline for storing HR (Human Resource) files for Agents and Employees

    Last Updated: 04/05/2024 in Guides Ways to Use Pipeline Transactions
    SUMMARY You can use Pipeline’s transactions to keep track of HR related files and information like hire dates, termination dates, contract files, license expiration dates, and birthdays. IN THIS ARTICLE Create a Custom HR Status Hide a Cus...