Break Docs Apart Faster By Pointing And Clicking
Extracting pages and breaking large docs into smaller docs is now faster, easier, and more intuitive. Preview the doc's pages in thumbnail or enlarged form, then click the scissors in between the desired pages to indicate your breaks. Dive in without a learning curve by watching this 2-minute video →
Learn more about Breaking Apart Docs →
Need To Adjust What's Displayed On Your Coversheet? We've Got You "Covered" 😉
Customize the information that appears on your company's coversheet by selecting from multiple pre-set layouts. Within your selected layout, you can also control which sections appear and which do not by selecting them individually.
Master admins can visit Company Settings to customize your office's coversheet right away.
Learn more about Customizing Coversheets →
Keep Your Most Important Checklists Front And Center
Need a particular checklist to stick to the top of a transaction? Admins can pin such checklists to the top of the Checklists section by hovering over the desired checklist on the transaction, then clicking the pin. Pinned checklists will appear at the top of the Checklists section for anyone who views the transactions.
Learn more about Pinning Checklists on Transactions →
Make Your Signatures More Personal
You can now add an image to your personal signature that appears at the bottom of messages you send from Pipeline. Whether you prefer your image to be a company logo, a photo of yourself, or an image of your standard email signature, the choice is yours! Images can also be coupled with any custom text you enter (including links), supporting more consistent branding across all your Pipeline and non-Pipeline messaging.
Learn more about Customizing Your Email Signature →
Put Your Calculators Away! Calc Pro-rated Splits With A Few Clicks When Agents Meet Their Split Threshold
When an agent is close to hitting their commission split threshold on a transaction, the system will help you calculate the pro-rated commission due for that transaction. To calculate:
- Click [Calc pro-rated splits]
- Enter the NEW split percentage
- Review the calculations and click [Update Commissions]
- Optionally: update the agent's profile with their new split information, when asked.
Learn more about Calculating An Agent's Pro-Rated Commission Amount →
