As an Enterprise in Paperless Pipeline, you gain access to the Enterprise Portal, which streamlines management across multiple accounts.
Are you an agent? Go to Using Paperless Pipeline for Agents instead.
Introduction
For businesses managing multiple accounts, becoming an Enterprise provides access to the Enterprise Portal, a centralized location offering seamless, integrated account management.
This central point of access allows admins to add new accounts, log into and administer existing accounts, and more.
Add & Manage Accounts
The Enterprise Portal offers a central location to add and oversee all accounts within an Enterprise.
Designate Admins
Enterprise Admins have total authority over all aspects of each account within an Enterprise, including the ability to manage settings, permissions, and billing details.
Manage Billing
Enterprise Admins can update credit card information for individual or multiple accounts at once, as well as allow Master Admins to manage credit card information for their individual accounts.
Monthly Combined Billing Report
The Combined Billing Report Email is sent to Enterprise Admins each month, offering a comprehensive overview of payment history across all accounts during the previous month.