This article lists the latest Paperless Pipeline updates.
Visit the blog for update details →
SEARCHING & FILTERING
Assess your company's performance based on rolling 365 days: All reports and Transaction List searches now offer a "Last 365 Days" option. Combine this new option with all the existing search and filter options to target and view the exact data you need to see.
Never forget to update agents' commission info on their anniversary: If you'd like admins to be automatically reminded to update agents' commission split information on their anniversary, head over to Company Settings and check "Email admins agent anniversary reminders". When checked, location and master admins will receive an email reminder 5 days before each user's Start Date anniversary.
No confusion about when New Offers can be created: The option to add a new offer has been removed until it's an appropriate time. If you have the "Allow New Offer" feature enabled in your account, going forward, the New Offer option will only show on the left menu of transactions if that transaction is in a Pending or later status. That way, agents won't accidentally add a new offer without first entering the original offer into the main transaction.
Associate document names with labels and categories once. Reap the benefits forever: Each time a document is added to a transaction, it can now take on the doc label and permission category pre-associated with the document's name. Pre-associating labels and categories to doc names will save your team the time of having to set them manually as each doc is added.
For offices that don't track compliance in Pipeline, remove Review from your view: If your office doesn't track compliance in Pipeline (e.g., TC offices, Teams, etc.), you can now disable the Document Review feature to remove the unneeded fields and extra effort involved in marking docs as reviewed. To turn off review, uncheck "Enable Reviewed Docs functionality" on the Company Settings page.
PRO TIPS & SHORTCUTS
Quick-select all docs in a category when sending docs: When sending a message from within Pipeline, quickly select all docs within a category by holding down the [Shift] key on your keyboard, then clicking any doc within the category. All docs in that category will be selected. You can individually deselect any that shouldn't be sent or [Shift]+click again to deselect all docs in the category.
Track and share key dates effortlessly: You can now designate tasks as important timeline dates that can be displayed on your cover sheets, synced to calendars, and autofilled into emails and message templates.
Avoid click-thru by viewing Sale Price, Buyer, and Seller from your Transactions List.: If your workflow will be helped by viewing Sale Price, Buyer, or Seller on your Transactions List, enable them under the Columns tab.
Know the stage of a transaction at-a-glance: Transactions now display key stages in the upper right corner of each transaction as that transaction progresses through its life cycle. Key stages include:
- Days on Market
- Days since Accepted
- Days to close
New look for completion ratio meter: The completion ratios displayed on the Transactions List have a new look. The ratios have stayed put, but their background is now a single blue color that's appropriately filled in based on how complete the transaction's checklist is.
Broker license number at your fingertips: Your broker license number is now displayed for all users under your company's logo on the home page.
For Teams: Set the proper payee name for your broker payables: If you're a Team who needs the Broker Payables on CDAs to reflect your brokerage's name instead of your team's company name, enter their brokerage name in the CDA Settings' "Broker Name for Commission Disbursement" field. That name will be properly reflected as the Payee for any brokerage payables throughout the Manage Commissions process and on the CDA.
LOOK & FEEL
Style refresh is now even fresher: We've heard your feedback, both good and bad, and have made a few tweaks we're confident you'll be thrilled with! Pipeline has still retained the clean look and feel of the previous refresh, but we've refined it to enhance distinction and focus where warranted. This new version should be even more clear, clean, and easy on your eyes than before.
Also, if your account is utilizing the "Light" theme and the distinction between elements within a page is not significant enough for you, be sure to try out the dark theme to see if it's more to your liking.
Contact roles bolded for quick identification: Contact roles are bolded allowing you to quickly locate contacts of a certain type.
Identify master and primary location admins at-a-glance: Identify Master Admins and Primary Location Admins more easily on the Manage Users list by viewing their new M and P icons.
Identify the transaction you're on, no matter where you scroll: The transaction name at the top of transactions now remains frozen there, so you'll know which transaction you're on, no matter how far down the page you scroll.
Take advantage of new features the moment they're released: You won't be able to miss the new "What's New" button displayed whenever we launch a new release! Click it to view a list of recently released features, and it'll go away once you do. You can also still access "What's New" any time from the Help Menu.
Help is closer and better than ever: Our new help widget is designed to get you the exact information you need easier and faster! Click Get Help (from the Help Menu) to get:
- Immediately shown links to articles related to the page you're on
- Easy access to search the full help site
- As always, a simple way to contact us so we can help you along;
- All of the above happening within a new streamlined, in-page widget that allows you to stay within Pipeline while browsing and viewing articles.
And as an added bonus, all links to articles you see throughout Pipeline will automatically launch the widget, so you'll see the exact information you need instantly AND within Pipeline! Woohoo!!!
SEARCHING & FILTERING
View docs flagged for your attention: You can now filter Unassigned Docs by custom doc labels to quickly view the docs you need to see most. Doc labels are used to categorize docs based on priority, type, or other any classification, so you can now view only the docs that match the classification you need to see.
Find agents' transactions based on their side: New "listing agent" and "selling agent" search options have been added to the global search bar allowing you to find transactions for an agents, only when they are on a certain side of the transaction. To run the search, select "listing agent" or "selling agent", type the agent's name or email address, then hit [Enter] on your keyboard.
View tasks based on their status or side: New "Status" and "Side" filter options allow you to find tasks based on the side of the transaction represented and/or the status of the transaction.
Store your custom Task & Unreviewed searches for instant access later: You've told us how much you love saving your frequently-run transaction searches. Now you can create shortcuts for Task & Unreviewed searches, filters, and sorts, too! After running a Task or Unreviewed search or sort in Pipeline, click "Add Shortcut" to save your custom search to be run instantly from your Shortcuts menu on the Home, Tasks, and Unreviewed pages.
"Agent-checked" & "Your @ Tasks" are now combinable with other filters: You can now quickly access tasks agents have indicated they've completed and tasks where you've been @mentioned from the Filter dropdown menu on the Tasks page. That means you can combine those filters with all other task filters to help you hone in on the tasks you want to see.
And as an added bonus, as mentioned, you can now save task filters as custom shortcuts. That means you can have instant access to your agent-checked and @mentioned tasks from your home page!
Start managing commissions whenever you're ready: You now have 100% control over Paperless Pipeline’s Commission Module on your account. This means you can activate the Commission Module without having to contact Support or fill out additional forms. Check it out from the left menu of Admin/Settings under the Add-ons section.
Fully delete docs that need to be inaccessible: Deleted docs that need to be fully removed from the system because they contain sensitive information or otherwise need to be inaccessible can now be removed. Master admins can click "Deleted Docs" from the left menu of Transactions and Unassigned Docs, then either bulk or individually permanently delete the docs from there.
Move inactive locations out of your team's way: Deactivate locations no longer in use so you and your team can focus on the data that matters. Transactions and users can not be added to deactivated locations, and any transactions that may exist in deactivated locations will be grayed out to indicate their inactive state. Visit Admin | Manage Locations and click the gear icon to deactivate a location.
PRO TIPS & SHORTCUTS
Build personalized message templates faster: Type-ahead has been added to the list of auto-fill tags on messages to allow you to find the tag you need faster. Engage the auto-fill tag list then start typing a tag name to see matching tags. If you're not using auto-fill tags in your message templates, you're missing out on seriously personalized automation! If you're not using message templates...I have no words.
Know exactly how much remains before an agent meets their commission split threshold: No need to calculate how much is remaining before an agent's next commission split. The system now displays "Remaining Commission to Next Split Threshold" on the Agent Commission report and YTD Production email.
See true value of broker payable when it's negative: When the Earnest Money Held is greater than the broker net payable, CDAs will now reflect the appropriate negative amount.
Fresh, new look: Pipeline has gotten a facelift! You'll still see all the features you know and love in their same places, but with updated styling, coloring and other modern enhancements. Take a look around to check out all the new feels.
Bump "Calendar Day" due date calculations to the next business day: In addition to automatically calculating task due dates based on calendar days or business days, you can now calculate due dates by calendar days, but bump the due date to the next business day if it falls on a weekend. Select "Calendar Days (due business day)" for any tasks that need that calculation.
Send closing package docs or other transaction docs as a single zip file: When sending docs from a transaction, you can now send them as a link to a single zip file. When drafting your message, add yourself or others as a recipient, select the docs you'd like to send, then check "Send docs as a zip file link" before sending. The email will contain a link to the resulting zip file which can be forwarded to share or clicked to download and store.
Save up to 8 Transaction List shortcuts: The limit on how many time-saving Transaction List shortcuts you can save has been increased from 5 to 8. Use these shortcuts to store any search or sort you run regularly, then run the search with just a click later. After running a transaction search/sort in Pipeline, click "Shortcut" to save it to your "My Shortcuts" menu.
Automatically reference the More Info field in messages: The More Info field is now an auto-fill tag available to be inserted into reusable message templates. Adding this or other fields to message templates automatically inserts transaction-specific information from the field into the message whenever the template is used to send a message from a transaction. This allows you to effortlessly create very personal and custom messages with a single click. Most customers build (and share!) libraries of wonderfully elaborate messages using both standard and advanced auto-fill tags.
Optional date fields included in transaction downloads: If you've enabled any of the optional transaction date fields / trigger dates from the Company Settings page, those fields will now be included in transaction downloads.
"Fax/Other" field label renamed: Heads up that the "Fax / Other" field label you used to see in the License/Fax/Other section of Manage User profiles has been changed to "Other (Fax #, Team name, etc.)". Only the label has changed, so you can continue to store fax number or any other info in that field, as desired.
Admins without Delete permissions can no longer delete docs while merging: Heads up that we've fixed an obscure bug where admins with the "View All Transactions" permission, but without "Delete docs" permissions could elect to "Delete docs after merge" when completing the merge docs process. Without the "Delete docs" permission, they will no longer be able to do so.
Easy access to Total Commission and Lead Source: When managing commissions, you'll now see the Total Commission and Lead Source fields displayed on the left of the page.
Filter Usage by Agent Report by date range: Pull your team's Pipeline activity based on any date range you specify. Pre-set date periods still exist to continue to allow you quick and easy access to activity for those common date ranges.
Prominently display your Admin contact's phone number in Pipeline: Add your main admin's phone number under Company Settings. It will then be displayed prominently on the left menu of the Home page where your agents will have easy access to it and your admin.
Manage off-the-top deductions: Deductions can now be taken off-the-top (OTT) of commissions (before broker/agent splits) when managing commissions on a transaction. This will allow the broker and agent gross commissions to consider those deductions and accurately reflect their true amounts. These OTT deductions can be a flat dollar amount or based on a percentage of sales price or gross commission. Like other deductions, you can set these OTT deduction amounts to have default values or enter them at the time of CDA generation. OTT deductions may be paid to the broker, agents, or external recipients and will be reflected on all appropriate reports.
Client Fee details re-positioned on CDAs: When client fees exist on a CDA, they will now be itemized in the Commission Disbursement Authorization section and reflected as a single payable amount in the Payables section.
Speed switch between $ and % when managing commissions: Love keyboard shortcuts that help you breeze through your input process? When you'd like to change the mode of any $ / % toggle field on the Manage Commissions page, include the symbol when entering the number (e.g., $225 or 75%), and the system will switch modes automatically. Give it a try!
Commission split thresholds updated to be based on Close date: The system will now determine whether a multi-tier commission split threshold has been reached based on the Close date of a transaction rather than the date you're processing the commissions.
View CDA status on transaction downloads: Your transaction download reports now include a "Has CDA" column so you can easily see which transactions have had their CDAs generated and help you determine if action needs to be taken.
Escrow/Title contact and company info added to Commissions & Closings report - The Escrow/title company contact information that's present at the top of the page while Managing Commissions is now included as the furthest right column on the Commissions & Closings report. This addition will allow you to more easily sort, filter, and report on commissions data by Escrow/Title company.
No more forgotten attachments: When sending a message from Pipeline, the system will warn you if you've mentioned you'll be attaching a doc but haven't attached one.
View itemized deductions on key reports: Include a breakdown of deduction amounts on the Agent Income and Commissions & Closings reports by selecting the "Include Deduction Details" option when running the reports. To continue to view deduction totals only, leave the option unchecked.
Calculate Fees & Deductions based on a percentage: Agent Fees, Client Fees, and Deductions can now be based on a pre-defined percentage. When setting up fees based on a percentage, specify the default amount (if applicable) along with the desired percentage basis for each fee (e.g., sale price, gross commission, distributable commission, etc). When managing commissions on transactions, your specified basis will be used to calculate the fee amount.
Auto-calculate sales volume: When there is more than one agent on the side of a transaction, Pipeline can automatically allocate sales volume to match the agents' split of commission. Turn this feature on from the Company Settings page if it fits your company's needs.
Run Agent Income report by fiscal year: "Last Fiscal Year" and "Current Fiscal Year" date range options allow you to run the Agent Income report based on an agent's fiscal year.
Easily identify docs that correspond to completed tasks: Easily spot which doc has fulfilled a task on a transaction. Hover over a task name within a transaction's checklist to highlight the matching doc. In cases where more than one doc may match, utilize versioning in your naming convention or use Pipeline's Document Labels for easy identification of the final doc.
Set tasks to only be visible to certain individuals or groups: Let your @mentions control who sees tasks. Our new @mention visibility setting allows you to set tasks to only be visible to the person or people you've @mentioned. Use it along with the other visibility settings to make sure your team only sees tasks intended for them.
Make task names easier to read by hiding @mention text: Click the new option to hide @mention text from your task names, keeping them clean and easy to read. The new option appears at the top of your Tasks page and under the checklist gear icon on each transaction.
Mark tasks as complete faster: Admins can now check tasks off directly from the Tasks page. The checkbox works the same as it does on transactions.
Filter tasks by agents: View only the tasks that belong to a certain agent while managing what they need to complete. Enter the agent's name into the Agent Name field on the Tasks page to work from that ideal list.
View transaction tasks in the order they're due: Find the task you're working on faster by using the new [Sort by Date] option. Check the option for the tasks to be ordered by due date on every transaction. Uncheck the option for the list to return to it's default order.
Plus other minor fixes and improvements throughout the system.
New Home page steers you where you need to go: Pipeline's new Home page now includes information that will allow you to quickly determine which area needs your greatest attention. Expandable areas allow you to view details that are critical for you to know each time you login to Pipeline.
Company-wide announcements: Pipeline's new announcement feature allows you to post an announcement to be displayed on the Home page to all the users in your account. The reader can hide the announcement once it has been read, and it will re-appear if the message is updated. Master admins can update the message from the [Company Settings] page.
Track incoming emails sent to transactions: Quickly identify which transactions have received email messages during your specified time period using the new Email Received search option.
Save the search as a custom shortcut for regular, easy access from your Home page and Transactions page left menus.
Estimate potential and future revenue in an instant:
- The PENDING INVENTORY REPORT allows you to forecast future commissions for specified time periods. It includes sales and commission figures for all your pending transactions, and can be filtered by side, Transaction Label, and date range.
- 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, and average list price.
Download search results to manage transaction data offline: Download spreadsheets of your custom searches and sorts to fully manage and present transaction information, including filtering, sorting, adding totals and subtotals and more. Click the [Download] button on the Transactions page to choose from downloading either displayed fields or all transaction fields.
Track More Dates and Use Them to Trigger Checklists: Several new date fields allow you to track important dates on transactions. Enable any of the new fields from your Company Settings page. Once a date is turned on, it will also be available as a trigger date for automatically assigning checklists.
Send Audio Notes & Messages: Save time by speaking your transaction notes and messages instead of typing them. Audio messages allow you to quickly record a note to yourself or send it to others. Record messages from your mobile device when you're on-the-go, from your laptop when you're in the office, or any time.
Bulk add doc names: When setting up Standard Document Names, paste in your list of doc names to save time and minimize errors.
Agent communication of task completion: Agents can indicate to admins that they have completed a task by checking the task's checkbox. Tasks checked by agents will display a special indicator which lets both agents and admins know when a task has been completed.
Share checklists with a single action: Need to send a list of all the tasks on a checklist instead of just one or two? Drag and drop a transaction's entire checklist onto the message area of a note or email to share its tasks.
Hide completed tasks on transaction checklists: Make checklists cleaner and easier to work with by setting completed tasks to be hidden on transaction checklists. Hidden tasks can be displayed at any time with a single click.
Customize your Tasks and Unassigned Docs lists: Display the fields that make the most sense for your workflow, and hide the fields you don't need to see. Removing unneeded fields from these pages will also increase space for the fields you do use.
More fields displayed on reports: Several fields can now be viewed on designated Commission Module reports allowing you to analyze commissions and performance more easily. They include:
- View Sales Volume on the Commission Summary page
- View Listing & Selling Volume on the Commissions & Closings report
- View Client Fees on the Agent Commissions report.
Filter Commission Module reports by transaction label: Use the Label filter to report on commission numbers based on transaction type and generate reports that have only the data you need.
On-demand transaction reporting: Build (and save) custom reports that pull the exact transactions you need to see. The Advanced Search area allows you to combine search and filter criteria for all the primary transaction fields, including date fields, saving you the time of manually excluding unneeded transactions.
Track lead sources to measure the effectiveness of your advertising campaigns: Record buyer and seller lead sources on transactions. View a lead source aggregate report. View lead source information on other financial reports.
Customize your message templates with automatic (auto-fill tags): Select from a list of auto-fill tags when creating a message template. The system will automatically replace each tag with the appropriate value from the transaction whenever you use the template to send a note from a transaction. Learn how to use auto-fill tags here →
Copy doc comments to messages in one click: Instantly copy your doc comments into a note or email by dragging them into the message area. Learn how here →
Include contacts when sending a coversheet. Now you can choose whether you'd like contacts to be included when emailing a coversheet from a transaction.
View Transaction Gross Commission and Franchise Fee on Agent Income Report: The Agent Income Report now includes Transaction Gross Commission and Franchise Fee amounts, allowing you to see the total commission produced by the agent before the franchise fee has been deducted.
View more information about an agent by hovering over their name on a transaction: Admins can view an agent's start date, license number, and more info by hovering over an agent's name on a transaction. Agents are not allowed to see each other's information by this method.
External recipients of email messages can see and reply to all recipients: When external contacts who receive an email message sent from Paperless Pipeline REPLY ALL to the message, all recipients on the message will now receive the reply. Previously, external recipients were not shown internal recipients of a message and thus could not include them when replying.
Plus dozens of fixes and improvements.
Receive assistance with multi-tier commission splits: When entering commission information for a transaction, you will receive a warning if any agent is about to surpass their commission split threshold and needs to be processed on multiple tiers of splits.
Look up agents' year-to-date and previous month's commission figures: Admins can access agents' YTD and previous month's commission figures directly from the Reports section. Agents will continue to receive their YTD and previous month's commission figures monthly by email for offices that have turned on that setting.
View in-house referral commissions during CDA generation: An agent's in-house referral commission figures will now be included in the YTD totals box displayed on the right hand side during CDA generation.
Plus dozens of little fixes and improvements.
Format notes and send structured emails from transactions: Format transaction notes and messages with bolded text, italics, bulleted lists, etc. Pipeline now supports the popular and easy-to-learn Markdown formatting method to give you better control over the appearance of your transaction notes.
Private Notes! Keep transaction notes visible only to sender and recipients. When adding a transaction note, you can now mark it as private with a single click. A private note is only shown to its author (i.e. sender) and recipients in the Notes & Sent Emails section of the transaction. Previously, all notes were shown to all users who had access to the transaction.
Copy and paste multiple tasks in one shot when setting up checklist templates: Paste in a list of tasks with one click to save time and minimize errors when setting up checklist templates.
Hide checklist completion percentages from agents to simplify agents' view of transactions: Uncheck the company-wide setting "Show checklist completion percentages to agents" to prevent your agents from seeing checklist completion percentages across their transactions. This can eliminate agents' confusion if the percentages reflect tasks that agents are not able to view.
Plus scores of small improvements.
Drill down Commission Summary data: Click figures on the Commission Summary report to see the Pending or Closed Transactions that were used to calculate those figures.
And scores of small improvements.
Recover deleted docs: Master admins and document deleters can recover docs deleted from transactions as well as unassigned docs. Click the "Deleted Docs" option from the left-hand menu of the transaction or the Unassigned Docs section to locate and download the deleted doc. Then re-upload it to the system if needed. Learn how this works here →
Keep your computer logged in for 7 days: When logging in to Pipeline, you can now select the option called "Stay logged in for 7 days". For security, be sure to only use this option from your own computer and own secure network. Learn more here →
Buyer and Seller email addresses included in transaction downloads: Need to send an email to buyers or sellers? Download transaction spreadsheets to access email addresses of buyers and sellers. Learn how to download spreadsheets here →
Open next/previous document previews with new keyboard shortcuts: Now you can use Shift + ↑ and Shift + ↓ (Shift plus up or down arrow on your keyboard) to quickly open the preview of the previous or next docs when in any document list.
New high-contrast color theme: Pipeline's new high-contrast color theme offers distinctive lines and colors, helpful for color-blind and visually impaired people. Learn how to apply the new color theme to your account here →
View new offer status right from its original transaction: Hover over a transaction's new offer to instantly see that offer's current status and creation date.
And scores of small improvements.
Filter the Pending Commissions Report by acceptance date.
Commission Disbursement Authorizations and Financial Info now saved within monthly backups and downloaded transactions: Monthly backups and downloaded transactions will now include CDAs and all other financial info.
And many small improvements.
Quickly search a transaction's documents: There's a new search option above the documents area of every transaction. Use it to instantly locate a document.
And many more small improvements.
Agents can receive a monthly commission report that summarizes their year-to-date and last month's production numbers: Turn this feature on or off from the Admin Settings page using the checkbox "Email monthly production summary to agents".
Generate reports based on any date range: From a report's "period" drop-down list, select the option "Custom Date Range", then specify the desired start and end dates.
Search transactions based on whether they have commission data entered or not: From the Transaction's page, go to the Advanced Search section and use the new "Commissions" filter.
The "Generate CDA" option has been renamed to Manage/Update Commissions: How you enter a transaction's commission data hasn't changed. Just the menu option now appears as either Manage Commissions or Update Commissions.
Rename franchise fee to match your company's naming conventions: If your office pays a franchise fee but calls it by a different name, now you can specify that name.
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 quickly. A green triangle at the right of a collapsed note will let you expand that note.
Search transaction notes: On the top right corner of the Notes area, there's now a "search notes" box allowing you to quickly locate notes that match a search phrase.
Easily set up standard doc names from tasks and tasks from standard doc names: Now when creating checklist tasks, the system will auto-suggest matching document names. Similarly, when creating standardized document names, you will see matching task names being automatically suggested.
Know if your attached files will be emailed as links or as attachments: Whenever you attach more than 5 megabytes worth of docs to your emails, the system always sends those as downloadable links rather than direct attachments. Now the system will warn you whenever your selected docs will be sent as links.
And several general improvements.