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SUMMARY This guide walks agents through Paperless Pipeline's basics: logging into the system, creating transactions, locating and checking the status of their existing transactions, uploading and assigning documents to transactions, and communic...
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Last Updated: 07/15/2024
in Guides By Topic Transactions
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View flagged transactions to keep an eye out for transactions that are important to you when working in Pipeline. When a transaction matches one of your saved flags, it will be flagged automatically, making it easy to spot.
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Last Updated: 07/15/2024
in Guides By Topic Transactions
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Duplicate a transaction to save time by creating a new transaction based on an existing one. For example, duplicate a transaction to start over when a buyer's offer falls through, duplicate a template transaction to use default info for certain transactions, and duplicate a single transaction multiple times to handle a parcel of properties.
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Last Updated: 07/15/2024
in Guides By Topic Account Home Page Announcements are an easy way to keep agents and admins in the loop.
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Remove an announcement when you no longer want it displayed on the Home page. Who Can Do This? Master admins can remove announcements. To remove an announcement: Scroll down to the Home Page Announcement section. Either remove th...
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Post a Home Page Announcement to share important news or information with agents and admins.
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