Get Signed DocuSign docs into Pipeline without lifting a finger
Docs you send for DocuSign signature from Pipeline will now be automatically imported back into Pipeline once they've been fully executed...no upload needed! Once docs are fully executed, they'll automatically arrive in Unassigned Docs where they can be assigned via the same easy workflow you're already used to. You'll continue to receive an email notification that signing has been completed, and you'll also now receive a notification on your Pipeline Home page whenever you log in.
Learn more about Receiving Signed Docs Automatically via DocuSign →
Send Reference Docs from Transactions in one step
Save time and steps by sending Reference forms and docs directly from transactions. Start the process by visiting the Reference page, selecting the doc you'd like to send, then specifying from which transaction you'd like the doc to be sent. Docs sent in that manner will have that activity tracked in the Notes & Sent Emails section of the transaction, as well as the Transaction's history.
Learn more about Sending Reference Docs & Links from a Transaction →
Automatically communicate important doc updates when sending task reminders
When a task is directly related to a doc, any comment made on that doc will automatically be included when the task is sent in a message. Whether dragging a task into the message field, appending tasks to a message, or a task is automatically included in a daily task reminder email, including the related doc comments will help your team conveniently identify the state of the doc.
Example 1: Append tasks to an email
Example 2: Drag Tasks to Message
Enter buyers and sellers in one place
Entering the buyer and seller information directly into the transaction input page will now automatically create a contact on the transaction, saving you the time of having to enter the person's information in both places.
To add a buyer or seller, from the Add or Edit Transaction page, click [add seller / buyer as contact], then enter their information (address, email, phone, etc.). When the transaction is saved, a new contact will automatically be created based on the information you entered.
Learn more about Adding Buyers & Sellers →
Save time by viewing images with a single click
If your office allows images to be uploaded to your account, you no longer have to download them to view them. To quickly view an image doc from any doc list, click the doc name, then [Open doc].
Final Commission Summary Notes are preserved to ensure accuracy
Once commissions have been managed and finalized on a transaction, the Commission Summary can no longer be edited by agents. This helps preserve the state of those notes at the time commissions were run to ensures their accuracy.
Learn more about transaction fields that cannot be updated by agents →
Assign accurate Financing Types
You asked for more Financing Type options and now they're yours.
The optional Financing Type field helps your team cleanly keep track of each deal's financing method. Master admins can visit Company Settings to turn the field on, if needed.
Easily track and access co-op agent phone numbers
You can now conveniently store co-op agents' phone numbers along with their other information on transactions. Add an agent's phone number while creating or editing transactions, and it will be viewable along with the agent's other info on transactions.
Learn more about Adding Co-op Agents →
Definitively indicate when there is no Home Warranty OR that an agent is responsible
Two new Home Warranty options allow you to more accurately report home warranty responsibility.
- None: Select "None" to communicate that the field has been completed, but that a home warranty will not be included.
- Agent: Select "Agent" to indicate agent responsibility.
