Anyone
Anyone
Anyone refers to any users added to a company's Paperless Pipeline account.
Automatic Checklist Application
Automatic Checklist Application automatically applies Checklist Templates to transactions based on specific criteria set by an admin. It streamlines the transaction management process and delivers hands-off consistency on transactions.
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Checklist Templates
Checklist Templates are customized lists of docs and tasks needed to bring a transaction to close. Admins can tailor these templates for specific needs and workflows, helping your team stay organized and compliant across transactions.
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Checklists and Tasks
Checklists & Tasks
Checklists & Tasks keep agents and admins organized and compliant during transactions, ensuring every step is accounted for and completed efficiently.
Enterprise
An Enterprise in Paperless Pipeline is a single business entity responsible for multiple, separate accounts integrated into one unified structure. Within an Enterprise, all accounts are under the control of designated admins through a convenient and centralized portal.
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Enterprise Admin
An Enterprise Admin has total authority over all accounts within an Enterprise. This enables them to monitor activity and manage settings across all accounts.
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Enterprise Owner
Enterprises can optionally designate an Enterprise Owner. An Enterprise Owner has the same authority as Enterprise Admins, but with the additional authority to shut down the Enterprise. If an Enterprise Owner is designated, the Owner is the only person who has the authority to close the Enterprise.
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Enterprise Portal
The Enterprise Portal is a control center, offering a convenient hub for overseeing and administering all accounts within an Enterprise. This central point of access allows admins to add new accounts, log into and administer existing accounts, and more.
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Locations
Locations
Locations are...
Master Admin
Master Admin
Master admins have all possible User Permissions and full access to and authority over all data within a company's Pipeline account. Learn more →
Smart Task-Doc Matching
Smart Task-Doc Matching
Smart Task-Doc Matching dynamically links tasks and documents by their names, so when you're working on transactions, you can click a document to highlight matching tasks or hover over a task to highlight matching documents. Learn more →
Task Visibility
Task Visibility .... Learn more →
Tasks
Tasks represent docs that need to be uploaded, or actions that need to be completed on a transaction.
Two-factor Authentication
Two-factor Authentication (2FA)
Two-factor authentication (2FA) is a security measure that adds an additional layer of protection to your account. It requires users to provide an additional security code sent to their email before gaining access. Learn more →