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Automate Checklists Admins can configure checklist templates to be automatically assigned based on the side of a transaction. This ensures the right tasks are applied to the right transactions, without manual setup. Learn how to Automatically ...
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Knowing whether your office represents the listing, buying, or both sides of a transaction is key to staying organized — it shapes your checklists, progress tracking, and team communication. With Paperless Pipeline, you don’t have to think a...
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Paperless Pipeline automatically identifies whether your office represents the Listing, Buying, or both sides of a transaction — no manual tagging needed. This keeps your workflow smooth, checklists accurate, and filters simple to use. ...
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You don’t need to manually select the side — it’s set automatically based on the agents you add. If you change or remove agents, Pipeline updates the side for you in real time.
Learn how to Assign Agents
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Once Pipeline detects the side, it's displayed clearly throughout Pipeline.
On Your Transactions List
Quickly scan and sort transactions by side to see where your deals stand.
On Transactions
Open a transaction to view the...
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Add Agents to Transaction
Add your team’s Listing Agent, Buying Agent, or both to the transaction. That’s all it takes.
Smart Side Detection
Based on the agents assigned, Paperless Pipeline instantly identifies which side yo...
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Last Updated: 05/15/2025
in Guides Settings A short overview of Admin / Settings.
Access Admin / Settings People Manage Locations Manage Users Manage Contacts Manage Contact Roles Customize Company Settings Transaction Statuses Transaction Labels Document Labels Document Nam...
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Last Updated: 05/15/2025
in Guides Settings
Profile and Settings
Introduction
Profile & Settings
Message Templates
Scheduled Messages
My Commissions
Integrations
DocuSign Integration
Dropbox Sign Integration
Zapier Integration ...
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Last Updated: 05/15/2025
in Guides Topics Transactions
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Last Updated: 05/15/2025
in Guides Topics Transactions