-
Created On: 09/22/2023
in What's New Send Audio Notes & Messages : Save time by speaking your transaction notes and messages instead of typing them. Audio messages allow you to quickly record a note to yourself or send it to others. Record messages from your mobile device when you'r...
-
Created On: 09/22/2023
in What's New Bulk add doc names : When setting up Standard Document Names, paste in your list of doc names to save time and minimize errors. Learn how to bulk add doc names here → Agent communication of task completion : Agents can indicate to admins t...
-
Created On: 09/22/2023
in What's New Hide completed tasks on transaction checklists : Make checklists cleaner and easier to work with by setting completed tasks to be hidden on transaction checklists. Hidden tasks can be displayed at any time with a single click. Learn how to hide...
-
Created On: 09/22/2023
in What's New On-demand transaction reporting: Build ( and save ) custom reports that pull the exact transactions you need to see. The Advanced Search area allows you to combine search and filter criteria for all the primary transaction fields, including date f...
-
Created On: 09/22/2023
in What's New Track lead sources to measure the effectiveness of your advertising campaigns: Record buyer and seller lead sources on transactions. View a lead source aggregate report. View lead source information on other financial reports. Learn more about l...
-
Created On: 09/22/2023
in What's New Customize your message templates with automatic (auto-fill tags): Select from a list of auto-fill tags when creating a message template. The system will automatically replace each tag with the appropriate value from the transaction whenever you us...
-
Created On: 09/22/2023
in What's New Copy doc comments to messages in one click: Instantly copy your doc comments into a note or email by dragging them into the message area. Learn how here → Include contacts when sending a coversheet. Now you can choose whether you'd like conta...
-
Created On: 09/22/2023
in What's New COMMISSION MODULE View Transaction Gross Commission and Franchise Fee on Agent Income Report: The Agent Income Report now includes Transaction Gross Commission and Franchise Fee amounts, allowing you to see the total commission produced by the ag...
-
Created On: 09/22/2023
in What's New View more information about an agent by hovering over their name on a transaction: Admins can view an agent's start date, license number, and more info by hovering over an agent's name on a transaction. Agents are not allowed to see each other's i...
-
Created On: 09/22/2023
in What's New Format notes and send structured emails from transactions: Format transaction notes and messages with bolded text, italics, bulleted lists, etc. Pipeline now supports the popular and easy-to-learn Markdown formatting method to give you better cont...