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.
COMMISSION MODULE
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.
Learn more about commission module reports here →
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.
Learn more about managing fees and deductions here →
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.
Learn more about managing commissions here →
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.
Learn more about the Agent Income Report here →
