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SUMMARY Learn how to download and view a Usage by Agent Report . IN THIS ARTICLE Introduction Who Can Do This? Download a Usage by Agent Report View the Download COLUMN DEFINITIONS Account Added On Last Login Docs Uploa...
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SUMMARY Learn how to use Paperless Pipeline's Commission Module. IN THIS ARTICLE Introduction Who Can Do This? Full Video (How to Use Commission Module) 🎥 HOW TO Manage Commissions on a Transaction 🎥 Escrow & Sale Info ...
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SUMMARY This article introduces some of the advanced, time-saving features available to admins. IN THIS ARTICLE Match Checklist Tasks with Documents Keyboard Shortcuts Drag and Drop Contacts into Messages Using Dual Monitors Navig...
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SUMMARY Track and designate outside referral commission inside of Pipeline’s Manage Commissions page. As of 4/2/17, the "Generate CDA" option has been renamed to Manage/Update Commissions IN THIS ARTICLE Entering Referral Commissions Rep...
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SUMMARY Paperless Pipeline's Commission Module was designed to track commission for in-house transactions. While not directly supported, you can track commission earned from outside referrals using the workaround described in this article. IN T...
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Last Updated: 04/05/2024
in Guides By Topic Docs SUMMARY Learn how to sort a transaction’s docs by their label. :40 Sort by Document Label To sort transaction documents by their labels: Open the transaction. Then scroll down to the document list. Click on the [Label] to sort the...
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SUMMARY Deductions are fees that can be taken off-the-top (before the broker/agent split) or paid from the broker or agent share of commission. Off-the-top (OTT) deductions can be paid to the broker, in-house agents or third parties (e.g. Chari...
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SUMMARY Agent fees are fees paid to the brokerage from an agent's commission. Once agent fees have been set up by a master admin on the Agent Fees page, those agent fees can be applied when managing commissions on transactions. IN THIS ART...
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SUMMARY Learn to set up Paperless Pipeline's Commission Module to support your office's specific commission needs. IN THIS ARTICLE Introduction Who Can Do This? Full Video (How to Set Up Commission Module)🎥 About the Commission D...
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Last Updated: 04/05/2024
in Guides By Topic Docs SUMMARY The reviewed checkbox is used to ensure all documents have been independently reviewed for accuracy and completeness by your staff. In this article, you'll learn how to review documents within Paperless Pipeline. IN THIS ARTICLE Unrev...