Popular Articles

  1. What's New

    Last Updated: 04/10/2024

  2. How to Get Help

    Last Updated: 04/05/2024
    Paperless Pipeline Customer Support   We provide unlimited support via email which allows us to best serve our customers in the most timely and efficient manner possible. During business hours, you can typically expect a response wi...

  3.  Agent Quick-Start Video

    Last Updated: 04/05/2024 in Guides By Topic Training Agent Training
    SUMMARY This 4-minute video introduces agents to Paperless Pipeline’s basics: • Add Transactions • Upload Docs • Assign Docs to Transactions • Work with existing Transactions 3:40 ...

  4. Understanding Checklists and Tasks

    Last Updated: 04/05/2024 in Guides By Topic Checklists & Tasks
    SUMMARY Checklists help admins and agents stay in compliance by tracking tasks, due dates, and required documents within a transaction. Each checklist contains a set of tasks. This article explains how checklists and tasks may be used to support...

  5. Highlight a Person's Task by @mentioning Them

    Last Updated: 04/05/2024 in Guides By Topic Checklists & Tasks
    SUMMARY An admin can use @mention to highlight or assign tasks to users or groups.  IN THIS ARTICLE Video: Highlight a person's Task by @mentioning Them What is @mention? Mention a Person in a Task Mention a Group of Peopl...

  6. Pipeline Pro Webinar Recordings

    Last Updated: 12/10/2023 in Guides By Topic Training Admin Training
    Previously Recorded Pipeline Pro Webinars This article lists recordings of past Pipeline Pro Webinars. Learn more about Pipeline Pro Webinars here → IN THIS ARTICLE Scheduled Messaging (April 19, 2023) Message Template Magic (Apri...

  7. Log Into Paperless Pipeline

    Last Updated: 04/17/2024 in Guides By Topic Access & General Use

  8. System Requirements

    Last Updated: 04/05/2024 in Guides By Topic Access & General Use
    SUMMARY The following are Paperless Pipeline's recommended browsers and the minimum system requirements for Windows / Mac users. Minimum System Requirements Microsoft Windows, Apple Mac OS X, Apple iOS, Android, Linux, any other desktop ...

  9. Agent Commission Statement

    Last Updated: 04/05/2024 in Guides By Topic Commission Module Financial Reporting Financial Reporting for Agents
    SUMMARY The Agent Commission Statement shows the breakdown of that agent’s commission on a specific transaction. This statement may be handed off to the agent along with their commission check. IN THIS ARTICLE Download an Agent Commissi...

  10. PDF Docs Turning Black or White (Blank)

    Last Updated: 04/05/2024 in Guides FAQ & Troubleshooting Docs
    SUMMARY  Learn what to do if you are experiencing PDF docs turning black or white (blank). PROBLEM After uploading, breaking apart, merging or rotating a doc in Paperless Pipeline, one or more of the following occurs when previewing th...