Updated Articles

  1. What's New (April 7, 2024)

    Enter Dual Buyers or Sellers Once and Forget It When there are two buyers or two sellers on a transaction, you can enter them both directly on the  Add  or  Edit Transaction  page. Doing so will automatically add them as contacts on th...
  2. What's New (August 24, 2024)

    Default Value for Commission Summary Now Available to All Accounts To help meet recent NAR Settlement requirements and simplify tracking compensation sources, all Pipeline accounts may now set a default value for the Commission Summar...
  3. What's New (October 20, 2024)

    Save Time on New Offers by Not Having to Remove Buyer Side Contacts When initiating a New Offer on a transaction, any buyer-side contacts will no longer be carried over automatically. This means you can now enter fresh buyer contacts on Ne...
  4. What's New (May 22, 2022)

    Compare performance year over year The new Comparative Production Report allows you to measure seasonal performance by comparing figures for any given month across multiple years, as well as annual totals. Monthly and annual figures are included fo...
  5. What's New (July 17, 2022)

    Selling Agent is now Buying Agent For consistency and accuracy, we've updated all instances of the term "Selling Agent" to "Buying Agent" throughout the system. If you used any "Selling Agent" auto-fill tags in any of your message templates, they'l...
  6. What's New (October 9, 2022)

    Fully integrated document signing is here! Pipeline is now integrated with HelloSign providing you a smooth, simple process for requesting signatures directly from Pipeline transactions and the Reference page. Once your Pipeline account is conn...
  7. What's New (February 12, 2023)

    Sends docs out for DocuSign signature faster and easier Short version: You can now send docs out for DocuSign signature directly from within Paperless Pipeline. Re-connect to DocuSign from your Personal Profile page, then when you send docs for...
  8. What's New (April 2, 2023)

    Message template scheduling  Save time and avoid oversights by auto-generating custom scheduled messages when transaction milestones are met. You no longer need to track when messages need to be sent based on activity on a transaction. The syste...
  9. What's New (May 7, 2023)

    Ensure contact info on transactions is clean and up-to-date Adding contacts to transactions gives your team at-a-glance access to contacts' information, and allows for effortless single-click messaging and contact sharing . The new Contact Mana...
  10. What's New (June 25, 2023)

    Easily track custom information important to your team with optional pre-set and custom fields Optional Pre-set Fields  From Company Settings , click to turn on any of the following fields your office needs to track on transactions. Earne...