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Last Updated: 02/28/2025
in Guides Topics Docs
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Last Updated: 02/28/2025
in Guides Topics Docs
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Last Updated: 02/06/2025
in What's New
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...
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Last Updated: 02/06/2025
in What's New
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...
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Last Updated: 02/06/2025
in What's New
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...
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Last Updated: 02/06/2025
in What's New 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...
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Last Updated: 02/06/2025
in What's New 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...
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Last Updated: 02/06/2025
in What's New 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...
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Last Updated: 02/06/2025
in What's New 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...
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Last Updated: 02/06/2025
in What's New 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...