Updated Articles

  1. Add a Transaction

    Last Updated: 12/12/2023 in Guides By Topic Transactions Manage Transactions
    Add a new transaction to start tracking it in your company's account.

  2. View a Transaction

    Last Updated: 12/12/2023 in Guides By Topic Transactions Manage Transactions
    View a transaction in your company's Paperless Pipeline account.

  3. Edit a Transaction

    Last Updated: 12/12/2023 in Guides By Topic Transactions Manage Transactions
    Edit a transaction in your company's account to make any necessary updates to the information.

  4. Calculate Agents' Pro-Rated Commission When They Reach Their Cap

    Last Updated: 12/12/2023 in Guides By Topic Commission Module Customize Next Commission Split Thresholds
    Calculate an agent's pro-rated commission amount  on the transaction where they exceed their next split threshold. Who Can Do This? Admins with permission to Enter Financial Data . To calculate an agent's pro-rated commission amount: Cl...

  5. What's New (January 24, 2017)

    Last Updated: 12/11/2023 in What's New
    Admins, you can now share your saved message templates with agents. Previously you could only share with other admins. Easily scan transaction notes:  Transaction notes are now shown collapsed. This will make it easier for you to scan them quic...

  6. Pipeline Pro Webinar Recordings

    Last Updated: 12/10/2023 in Guides By Topic Training Admin Training
    Previously Recorded Pipeline Pro Webinars This article lists recordings of past Pipeline Pro Webinars. Learn more about Pipeline Pro Webinars here → IN THIS ARTICLE Scheduled Messaging (April 19, 2023) Message Template Magic (April 12,...

  7.  Pipeline Pro: New Offer (December 12, 2018)

    Last Updated: 12/10/2023 in Guides By Topic Training Admin Training Pipeline Pro Webinars View More Pipeline Pros
    This Pipeline Pro session covers the New Offer feature: How it works, when to use it, and all its wonderful perks. (December 12, 2018) 10:26 ...

  8. View More Pipeline Pros

    Last Updated: 12/10/2023

  9. Understanding Admins

    Last Updated: 12/07/2023 in Guides By Topic Locations & Users
    There are two main classifications of admin in Paperless Pipeline: master admin and location admin. These two classifications are described in the following article. Master Admin Master admin have full permissions and access to data across an ...

  10.  Zip Codes Extracted from Property Addresses

    Last Updated: 11/22/2023 in Guides Ways to Use Pipeline Transactions
    Paperless Pipeline automatically recognizes zip codes in transaction names for subsequent reporting and searching. Add Zip Codes to Transactions When you enter a 5-digit zip code preceded by a space at the end of a transaction name, Pipeline s...