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Last Updated: 04/05/2024
in Guides Ways to Use Pipeline Docs SUMMARY Paperless Pipeline helps you stay compliant by keeping a time and date log of every document you review. IN THIS ARTICLE How to View History of Reviewed Docs for Compliance Download Transaction History 1:27 How to...
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SUMMARY This guide walks agents through Paperless Pipeline's basics: logging into the system, creating transactions, locating and checking the status of their existing transactions, uploading and assigning documents to transactions, and commun...
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Last Updated: 04/05/2024
in Guides By Topic Messaging
SUMMARY Learn how to send messages and docs directly from a transaction to internal and external recipients. IN THIS ARTICLE Introduction Who Can Do This? Video 🎥 Send a Transaction Note or Email Specify Recipients ...
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Last Updated: 04/05/2024
in Guides By Topic Transactions
SUMMARY This article will help you to better understand transaction statuses and what role they play in identifying the stages of a transaction's lifecycle. IN THIS ARTICLE What are Transaction Statuses? Customizing Transaction Statu...
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Last Updated: 04/03/2024
in Guides By Topic Messaging SUMMARY Learn how Autofill Tags within Message Templates allow Pipeline to do the typing for you. When you use Autofill Tags within Message Templates to send a note or email, information from the transaction will be added to your messa...
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Last Updated: 04/05/2024
in Guides By Topic Account SUMMARY Monthly backups are included in your Paperless Pipeline plan and are automatically generated and accessible from within your account. IN THIS ARTICLE Monthly Backups Accessing Backups What's Included How is the Monthly Ba...
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SUMMARY Incorporate your business holidays to s tay in compliance with internal and state regulations that require due dates based on business days. IN THIS ARTICLE Introduction Who Can Do This? How To Add or Update Company B...
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Last Updated: 05/15/2024
in Guides By Topic Docs
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SUMMARY Agent fees are fees paid to the brokerage from an agent's commission. Once agent fees have been set up by a master admin on the Agent Fees page, those agent fees can be applied when managing commissions on transactions. ...
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SUMMARY Paperless Pipeline’s permissions system gives admins full control over actions users can perform. Admins can grant permissions based on each user’s job-specific responsibilities. This article provides step-by-step instruction o...