-
SUMMARY Master admin permissions are reserved for those who have been trained on admin functions of the system, have authority to view all data throughout the account, and will have ultimate accountability for all areas of the account. Learn mor...
-
Last Updated: 04/05/2024
in Guides By Topic Docs SUMMARY Easily search, sort, and filter Unreviewed docs based on broker review priorities. IN THIS ARTICLE Searching Sorting Filtering Identifying Docs Needing Review Pipeline Pro Webinar: Time Saving Doc Review Tips Searchin...
-
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. IN THIS ARTICLE What is a New Offer? Create a New Offer When to Add a New Offer Managing New ...
-
SUMMARY
When your office has both the selling and the listing sides of a transaction (a dual-sided deal), you can manage the two sides within a single transaction. Pipeline's permission system allows you to control who can see which side's docs....
-
SUMMARY The Manage Commission disbursement authorization page serves two purposes: 1. It allows you to generate a PDF that contains instructions to the closer on how transaction commissions should be disbursed. 2. The numbers you enter on the c...
-
SUMMARY Client fees are fees paid by buyers or sellers outside of normal commissions to the brokerage or agents. Once client fees have been set up by a master admin on the Client Fees page, those client fees can be applied when managing commissi...
-
Last Updated: 04/05/2024
in Guides By Topic Docs SUMMARY Learn to efficiently manage docs within Pipeline, including options and tips that will help you and your team save time and streamline your workflow. IN THIS ARTICLE Managing and Storing Docs Managing and Storing Docs 17:01 ...
-
SUMMARY The Listing Inventory Report allows you to closely monitor the health of your business and track market changes by reporting your listing side inventory for a specified period. The report includes the number of listings, list price volume,...
-
SUMMARY The Lead Sources Report provides a breakdown on the number of closed transactions, commission, and the sales volume generated by each lead source. IN THIS ARTICLE Download a Lead Sources Report Read the Report Download a Lead ...
-
Last Updated: 04/05/2024
in Guides By Topic Integrations SUMMARY This article explains how to import transactions from another system by uploading a CSV file into Paperless Pipeline. IN THIS ARTICLE Download a Sample Spreadsheet Import a Custom Spreadsheet Tips for Importing Transactions ...