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When managing commissions on a transaction that may push an agent over their Next Commission Split Threshold , the system will smartly warn you by highlighting the agent's name in orange under Broker / Agent Commission Disbursement. From thi...
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Once Next Commission Split Thresholds have been entered for agents, Pipeline automatically tracks their progress so you don't have to. When entering commissions, admins can view each agent's contribution toward their Next Split Threshold in the...
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Do your agents' commission splits change throughout the year? In this Pipeline Pro session, learn how Pipeline makes it easy to know when an agent’s commission split should change from one level to another. (February 20, 2019) 10:13 ...
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The Agent Commissions report provides agent commission figures, including sales volumes and commissions, for the report period you specify. Download an Agent Commissions Report To download an Agent Commissions report: Go to the Reports pag...
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Last Updated: 10/27/2023
in What's New Sends docs out for DocuSign signature faster and easier Short version: You can now send docs out for DocuSign signature directly from within Paperless Pipeline. Re-connect to DocuSign from your Personal Profile page, then when you send docs for...
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Last Updated: 10/27/2023
in What's New Fully integrated document signing is here! Pipeline is now integrated with HelloSign providing you a smooth, simple process for requesting signatures directly from Pipeline transactions and the Reference page. Once your Pipeline account is conn...
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Last Updated: 10/27/2023
in What's New Selling Agent is now Buying Agent For consistency and accuracy, we've updated all instances of the term "Selling Agent" to "Buying Agent" throughout the system. If you used any "Selling Agent" auto-fill tags in any of your message templates, they'l...
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Last Updated: 10/27/2023
in What's New Enhance your account's security with two-factor authentication Two-Factor authentication is an optional setting that adds an additional layer of security to your Pipeline account. When two-factor authentication is enabled on the Company Settings ...
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Last Updated: 10/27/2023
in What's New Compare performance year over year The new Comparative Production Report allows you to measure seasonal performance by comparing figures for any given month across multiple years, as well as annual totals. Monthly and annual figures are included fo...
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Last Updated: 10/26/2023
in What's New Get Signed DocuSign docs into Pipeline without lifting a finger Docs you send for DocuSign signature from Pipeline will now be automatically imported back into Pipeline once they've been fully executed...no upload needed! Once docs are fully exec...