Updated Articles

  1. Manage Agents' Commission Split Thresholds

    Last Updated: 07/15/2024 in Guides By Topic Commission Module Customize Next Commission Split Thresholds
    Manage an agent's  Next Commission Split Threshold to allow the system to track how much of their commission must be paid to the brokerage before they advance to the next commission split. Who Can Do This? Admins with permission to both...

  2. Transaction Coversheets

    Last Updated: 07/15/2024 in Guides By Topic Transactions

  3. Customize Your Company Coversheet Layout

    Last Updated: 07/15/2024 in Guides By Topic Transactions Transaction Coversheets
    Customize your company coversheet layout to meet your office's specific needs, whether you want to summarize important information, highlight significant milestones, or showcase the individuals involved.

  4. Receive Notifications when Documents are Added to Transactions

    Last Updated: 07/15/2024 in Guides By Topic Docs
    SUMMARY Admins can choose to be notified via email whenever an agent adds a document to a transaction. IN THIS ARTICLE Subscribe to Notifications Email Notification Triggers Subscribe to Notifications To subscribe to these notifi...

  5. Shared Message Templates

    Last Updated: 07/15/2024 in Guides By Topic Messaging
    SUMMARY Note and email templates are shareable between admins. After creating a note/email, click the "Share with other admins" checkbox. It will appear in the Saved message templates dropdown list of other admins' shared templates. IN THIS AR...

  6. Receive Monthly Production Summary by Email

    Last Updated: 07/15/2024 in Guides By Topic Commission Module Financial Reporting Financial Reporting for Agents
    SUMMARY Agents can receive monthly production reports containing their year-to-date and previous month's production numbers, including sales volumes and commissions. Short version: To turn on the company-wide setting to allow the reports to b...

  7. Opting Into or Out of Daily Tasks Reminder Emails

    Last Updated: 07/15/2024 in Guides By Topic Checklists & Tasks
    SUMMARY Paperless Pipeline sends out a daily email showing which tasks are overdue, due today, and due tomorrow. You can opt in or out of this email as shown below. You can also opt in or opt out your agents from receiving this email. This artic...

  8. Finding Your Maildrop Address

    Last Updated: 07/15/2024 in Guides By Topic Docs
    SUMMARY Each user has their own unique transaction maildrop addresses and Unassigned maildrop address so that Paperless Pipeline will know from which user a message and attachment is coming. IN THIS ARTICLE Find your Unassigned Docs Maildrop ...

  9. Color-coded Custom Labels in Unassigned Docs

    Last Updated: 07/15/2024 in Guides By Topic Docs
    SUMMARY Learn how to use customized labels to distribute unassigned doc assignment responsibilities across multiple admins. IN THIS ARTICLE Define Custom Labels for Company Use Apply Labels 1:06 Define Custom Labels for Comp...

  10. Combine Duplicate Checklists into a Single Checklist with Multiple Locations or Labels

    Last Updated: 07/15/2024 in Guides Ways to Use Pipeline Checklists & Tasks
    SUMMARY Learn how to combine multiple identical Checklists Templates related to individual Locations or  Labels into a single Checklist Template related to multiple Locations  or Labels . Introduction You can now relate a single che...