-
Explore the collection of pre-built templates available for your team. The library is the starting point for finding new messages that you can add to your office's personal collection.
Who Can Do This : Anyone can view the libra...
-
View notes for past communication tied to a transaction in one place.
Who Can Do This : Admins can view all notes on a transaction. Agents added to a transaction can view all notes except those marked Private. Private notes are ...
-
Notes live directly on a transaction and are visible to everyone with access, unless marked private. Each note shows who created it and when, keeping a clear record of communication.
-
Transaction notes keep all communication tied to a deal in one place. Use notes to document internal updates, log phone calls, or share information with teammates. Notes are stored in the Notes & Sent Emails section at the bottom of each transac...
-
Record and track important communication directly on a transaction. Use notes to capture updates, reminders, and conversations so everyone involved stays informed.
-
Created On: 09/15/2025
in More Guides Topics Messaging
-
-
Paperless Pipeline employs a comprehensive security framework that incorporates server security, data encryption, and login protocols. Leveraging industry-standard SSL encryption and Amazon Web Services (AWS) 's world-class server infrastructure...
-
Easily find and work with the documents you need — whether you're grabbing a shared form, sorting new uploads, working a transaction, or reviewing docs for approval.
...
-
Created On: 09/09/2025
in More Guides Topics Messaging