What's New

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. Learn more about l...

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 f...

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. Learn how to hide...

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...

Bulk add doc names :  When setting up Standard Document Names, paste in your list of doc names to save time and minimize errors. Learn how to bulk add doc names here → Agent communication of task completion :  Agents can indicate to admins t...

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'r...

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.  Read the blog post for more info → COMMISSI...

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...

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 ...

View the latest Paperless Pipeline updates.